Behind the Numbers, with Sam stoval
By Staff WriterStandard & poor's chief investment strategist stresses that this month's change in allocation both corrects an earlier misstatement and represents a redefinition of the role...
December 01, 2004
Mark AxelowitzMorgan Stanley 1345 Avenue of the Americas New York, New York 10015 212-649-8551 [email protected] Year practice began: 1987, as trainee at SmithBarney. Also practiced at PaineWebber, Lehman Brothers, and Merrill...
December 01, 2004
Maybe This Time for CPAs?Ask most comprehensive advisors whether they believe that accountants will be a force in financial planning and most will pooh-pooh the notion, citing CPAs' "cultural"...
December 01, 2004
THE GLUCK REPORT, Part II: Portfolio Management Moves onto the WebThe three PMS programs we reviewed this month, Schwab PortfolioCenter, Advisors Assistant, and dbCAMS, are desktop applications, but desktop applications are becoming less common. Most...
December 01, 2004
PIMCO funds: total return/i800-426-0107 www.pimcofunds.com Ticker: PTTRX Manager: William Gross Manager's tenure: 17 years Fund started: May 1987 Min. initial invest.: $5 million Load (front-end): 0.00% 12(b)-1 fee: 0.00% Net assets: $44.2 billion P/E ratio: NA P/B ratio:...
December 01, 2004
Find Your Thundering HerdThere's an old Randolph Scott Western called The Thundering Herd, where one of the characters says, "Being in love ain't going to hurt him. Getting...
December 01, 2004
Getting RealUnreasonable Expectation #1: We're in this for a sale Truth: PR Is Education, Not Selling Often when I tell people what I do for a living,...
December 01, 2004
Before the Year Runs Out . . .With only a month left in this tax year, there are a few things advisors should know when it comes to tax planning. Dealing with...