Research Magazine-April 2011

Issue Gallery ›

  • The Social Networker

    Ellen Uzelac

    David B. Armstrong CO-FOUNDER AND MANAGING DIRECTOR, MONUMENT WEALTH MANAGEMENT, LPL FINANCIAL, ALEXANDRIA, VA WHY MONUMENT WEALTH’S PARTNERS PAINTED…

  • Generation G

    Bill Miller

    This past weekend I peaked into the future. I didn’t mean to; it just sort of happened. By some freak of nature, I was allowed to be the proverbial…

  • Coal: Picking Up Steam

    Ed McCarthy, CFP, RICP

    Paul Forward, CFA Stifel Nicolaus 443-224-1379 pforward@stifel.com U.S. coal production was up 3.7% year over year (y/y) in the week ended February 12,…

  • Electric Utilities: Powered Up

    Ed McCarthy, CFP, RICP

    Michael S. Worms BMO Capital Markets Corp. 212-885-4031 michael.worms@bmo.com With the 4Q10 earnings season now complete, following are some of our perceptions…

  • Water Utilities: Steady Stream

    Ed McCarthy, CFP, RICP

    James O. Lykins J.J.B. Hilliard, W.L. Lyons, LLC 502-588-1799 jlykins@hilliard.com American Water Works (AWK) reported Q4’10 EPS of $0.23 versus…

  • Weapons of Mass Instruction

    Ellen Uzelac

    Industry conferences get many advisors excited about lifting their practices to new heights — but then you go home, real life takes over and all…

  • India’s Emergence

    Kenneth Silber

    In recent years, India has emerged as a prime focus of interest for international investors. This interest has risen along with Indian share prices. The…

  • Clear Thinking

    Jane Wollman Rusoff

    Huge changes are in the wings for how the financial services industry does business, and no area is on heightened alert more than the clearing space.…

  • Don’t Be a Robot

    Raphael Lapin

    Imagine if financial advisor services were relegated entirely to technology, and the role of financial advice was replaced by keyboard strokes. Imagine…

  • The Making of a Top Advisor

    Bill Good

    Author’s note: Over the last couple of decades, I’ve written several articles about Ira Walker and his remarkable success. He’s No.…

  • The Annuity Imperative

    Bob Seawright

    Retirees and near-retirees often wonder whether they should purchase an annuity to provide sustainable lifetime income — in effect, a guaranteed…

  • Making a Name for Yourself

    Robert Tyndall

    Acentury ago the Italian economist Vilfredo Pareto compared data on wealth from different times and places and graphed the results on paper. Expecting…

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