The Virtues of Patience
By Staff WriterWhen it comes to his funds, John W. Rogers, Jr., founder and chairman of Ariel Capital Management, Inc. in Chicago, doesn't take any chances. "We...
November 01, 2002
A Question of BalanceOver the last 12 months, a series of financial and accounting scandals has caught financial advisors and the investing public quite unaware. Unanticipated revelations by...
November 01, 2002
Part 1: Planning to GoMoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...
November 01, 2002
Tell Me A StoryLet's start with the premise that most everyone you want to work with has half a million dollars and up, and a fool and his...
November 01, 2002
Winds of ChangeArturo Tabuenca is proud to call himself a socially responsible investment consultant. Contrary to what you might think, however, he does not go to work...
November 01, 2002
Easing the TransitionNationwide, there are about 52,000 CPA firms and 190,000 individual CPAs in public practice. Each year, an increasing number of accountants either become financial advisors...
November 01, 2002
The Principal of the ThingAnew wrinkle in hedge funds is taking hold in the United States: principal protected hedge funds. These products have been used extensively in Europe, Asia,...
November 01, 2002
Front Seat DriverAltruistic charitable giving notwithstanding, philanthropy is pretty much a fourth-quarter phenomenon. Given the outpouring of donations following 9/11 (individuals contributed some $1.25 billion while foundations...