TOOLS OF THE TRADE-Using the Right Lens
By Staff WriterWhen it comes to providing a successful investment experience for your clients, one piece of advice I learned early on as an advisor is this:...
June 01, 2004
THE TAX ADVISOR- Helping Clients Avoid WorkA million bucks just ain't what it used to be. There was a time when prevailing wisdom in this country said that if you amassed...
June 01, 2004
A Rocky RideLimited partnerships, a once popular investment vehicle initially created to help investors avoid paying taxes, and a vehicle used to retain high broker transaction fees,...
June 01, 2004
More Than Meets The EyeAppearances can be deceiving, and experts can look at the same data and draw different conclusions. Take Oppenheimer's Real Asset Fund. Its top holdings appear...
June 01, 2004
FORMULAS FOR SUCCESS-Does Your Practice Have Value?For most people in the advisory business, the question of practice value arises in purchase and sale situations. The owner often has an inflated perception...
June 01, 2004
Fountain Of YouthIf your clients call to say they're bringing their children to your meeting this afternoon, you'll probably put on an extra pot of coffee for...
June 01, 2004
THE GLUCK REPORT- The Right Way To OptimizeIs today's "sophisticated" advisor actually that sophisticated after all? A growing number of academics and leading investment thinkers believe they are not. Some, like Bill Jahnke...