Fund in Focus: Neuberger Berman Focus Fund
By Staff WriterKent Simons, manager since January 1988 S&P Ran
November 01, 2003
Year-Round Harvesting ChoresHere are several ways for advisors to be tax-aware year-round. oSell investments with heavy losses and acquire the same or a similar investment (beware transaction costs,...
November 01, 2003
Cynthia CongerCynthia Conger Arkansas Financial Group 225 E. Markham Street, Suite 275 Heritage Center East Little Rock, Arkansas 72201 501-376-9051 www.arfinancial.com [email protected] Year practice began: 1985 Number of advisors in office: 4 planners, 1 paraplanner,...
November 01, 2003
About The ManagersEdwin G. Vroom Prior to forming Roanoke Asset Management Corp. in New York in 1978, Edwin Vroom was VP and a division executive at Bankers Trust...
November 01, 2003
Artful PlacementMany planners will tell you that advertising is for the birds, but Cynthia conger's firm takes advertising seriously. "My advice about advertising is, identify the...
November 01, 2003
Caveat EmptorIt has long been a seller's market for advisory practices. In the late 1990s, sales were motivated by greed as institutions pursued a mostly flawed...
November 01, 2003
New Kids In TownWhen it comes to portfolio management and performance reporting, many independent advisors can only wish for new choices. Now, they are getting their wish. Over...
November 01, 2003
Moving TargetWhat with the potential for your old high school flame to show up on the arm of Mr. Universe and the school bully to stuff...