Global Macro and CTAs Attract Assets
By Staff WriterAs advisors become more sophisticated applying non-correlated hedge fund strategies, those who adopt a core-satellite portfolio approach to their absolute return allocations are demonstrating increased...
March 01, 2005
Insurance Doesn't Solve EverythingJust as having a good relationship with your clients is no substitute for adequate E&O coverage, the insurance is also no reason not to make...
March 01, 2005
THE GLUCK REPORT, Part II: Two Fine PMS SystemsAfter spending 80 hours over the past three months researching nine portfolio management software products for independent advisors, some leading products and trends have emerged....
March 01, 2005
Happy TogetherAs nearly all small business owners can attest, opening and nurturing a business can be a task that can consume the owners and put serious...
March 01, 2005
Divorce and Taxes: IRAs and OptionsThe courts and the IRS have been very active recently in the divorce arena. Developments in the areas of nonalimony designations, dependency waivers, interest, retirement...
March 01, 2005
Translating ExperienceExperience is not what happens to a man," wrote Aldous Huxley, "it's what a man does with what happens to him." Dave Huber says his...
March 01, 2005
Estate Tax HedgingDespite the uncertainty over the eventual fate of the estate tax in 2010, sales of survivorship life insurance--which pays the estate taxes due at the...
March 01, 2005
A Shout Across the DivideAs a person who just hired a grad- uate of the University of Wisconsin-Madison Personal Financial Planning (CFP) program, the February 2005 cover story, "The...