When Zero Has Value
By Staff WriterWhen it comes to transferring wealth, one of the biggest challenges is to minimize the amount of estate and gift taxes incurred by clients and...
January 01, 2004
More Help For RIAsI had an epiphany this morning," says Peter Mangan, "and I realized I was wrong." Thank heavens, I thought to myself. I like Mangan. I didn't...
January 01, 2004
Still StrivingIt's a typical evening at the home of renowned financial planners Harold Evensky and Deena Katz: In the study, Gary Brinson is sidling up to...
January 01, 2004
Back to the FutureFinancial planner Ed Winslow's book, Blind Faith, was published in June 2003, but the idea for the book started "percolating" in his brain some six...
January 01, 2004
Fanning the FlamesWhen Teresa Jensen-White of San Antonio first became a fee-based advisor in 1981, she was excited and inspired by her work. She earned her CFP...
January 01, 2004
Getting It RightDo your clients have incorrect beneficiary designations? Sadly, the answer is probably yes. One leading tax authority and industry analyst estimates that 75% to 80%...
January 01, 2004
Open a New WindowOnce again, it's time to take down the old calendar and put up in its place a brand-new year, bright with hope, unmarked by any...
January 01, 2004
Looking for Mr. RightI've been working in and around the financial services industry since the early 1970s. In my experience, the advisory practices that have been most successful...