Part 3: Bonds in Your Sites
By Staff WriterMost general-purpose financial news sites give short shrift to the bond market. Sure, you can find the latest Treasury market yield curve (rates graphed for...
October 01, 2002
Estate Planning: An Oxymoron?Tax-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
Part 3: Easing Into Hedge FundsAdvisors looking for alternative investments are likely soon to have an attractive new vehicle: a passively managed fund of hedge funds. Standard & Poor's on September...
October 01, 2002
What about the Little Guy?Where do advisors go for custodial services when they're new to the profession or if they have only $1 million to $25 million in assets?...
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...