About the Manager
By Staff WriterGeorge P. Schwartz began his financial career as an investment research analyst at two NYSE-member firms in the Detroit area and then chaired the investment...
August 01, 2004
Setting Good ScreensLet's say one of your clients is a tie-dyed, tree-hugging Planned Parenthood volunteer; the second is a pro-life, Baptist hunting enthusiast; and the third is...
August 01, 2004
Overseas, It Pays To Be SmallIn a lackluster year for foreign equities, small-cap stocks have outperformed. Year-to-date through July 5, the MSCI EAFE Small-Cap Index rose 10.9%, while the broader...
August 01, 2004
A "Virtual Insurance Department"Have you been itching to break into the life insurance business, but only have a limited understanding of it, and lack the time needed to...
August 01, 2004
On Being ExceptionalIt was Alexis DeTocqueville who coined the phrase "American exceptionalism" after traveling the young United States in the early 1830s. There were a number of...
August 01, 2004
Who's best? it all dependsAsking which financial planning software is best may be the wrong question. What you should ask is, "Which is best for me?" Fortunately, you can...
August 01, 2004
Institutions Lead, but RIAs LagAllocations from institutional investors caused hedge funds of funds assets to grow by 30% in the 12 months ended December 2003, according to a survey...
August 01, 2004
Getting a Handle on Plan ExpensesThe Securities and Exchange Commission's probe of payments that mutual fund companies make to 401(k) plan administrators and consultants should make it easier for advisors...