Estate Planning: An Oxymoron?
By Staff WriterTax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...
October 01, 2002
Planners Who Switched, and WhySome advisors are shifting all of their clients' assets to another custodian, while others are spreading new and existing dollars among a variety of firms....
October 01, 2002
The Hidden Costs of TaxesSellers who try to determine the value of their practice frequently overlook an important issue: taxes. For example, a seller who obtains the majority of...
October 01, 2002
Part 1:Prometheus BondBond fund management is not known for clever and novel ideas-- at least, not well known. Active management with aggressive timing of maturities and different...
October 01, 2002
The Truth About Monte CarloOne of the hottest tools in the investment industry is Monte Carlo simulation or, if you would like the $20 term, stochastic modeling. Why has...
October 01, 2002
Double WhammyIt's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
October 01, 2002
Selling HighLike to hear a bit of good news? Try this: Despite the drab equity markets, resulting in lagging revenue and smaller client portfolios for advisors,...
October 01, 2002
Mirror, MirrorAndrew Dudley isn't trying to make his fund, Fidelity Advisor Intermediate Bond/Instl Fund (EFIPX), the best in its category. Nor is he trying to give...