A Pox on Market Timers
By Staff WriterAnswering a question on the amount of cash he carries in his fund (7% as of the beginning of March 2003), Anton Schutz sounded off...
April 01, 2003
Core-and-Satellite Portfolios & TaxesIn the financial services industry, there is growing recognition that the design and structure of equity portfolios with multiple managers should be fundamentally different for...
April 01, 2003
Lemons From LemonadeGood news! We are now officially in the worst stock market environment in the last 70 years. Most financial advisors are experiencing feelings "somewhere between...
April 01, 2003
Mental AccountingIn today's highly competitive environment, advisors are employing various client-profiling tools to understand more about their clients' needs. Some have embraced a more comprehensive financial...
April 01, 2003
Taking Charge"My God, it's full of stars," reads the last line of Arthur C. Clarke's novel 2001: A Space Odyssey. Though not heard in Stanley Kubrick's...
April 01, 2003
Taxed to the MaxJust when we thought we'd put 2002 behind us, along comes April 15 to remind us of it all over again. And worse yet, to...
April 01, 2003
Enduring ValueTwo years ago, Investment Advisor took a broad look at the REIT and real estate investment market. In that story"(Is It Safe?" March 2001), a...
April 01, 2003
Couple or CompanionsYou just got a hysterical call from a long-time client. She's uncontrollably upset because he's had a massive heart attack and things don't look good....