Central Office
By Staff WriterIt's 7:45 p.m. and you find yourself finishing yet another client house call. You haven't eaten dinner at home regularly for weeks now, and in...
August 01, 2004
Doing the Right ThingGeorge Schwartz had already established himself as a savvy money manager with his Schwartz Value Fund (RCMFX) and had an impressive roster of private clients...
August 01, 2004
Emotional RescueA client calls, demanding to see you immediately. She's just discovered that her husband has been having an affair with a friend of theirs. She...
August 01, 2004
Tightrope ActInvesting in an environment of rising interest rates is a high-wire act. While bonds are paying more, their prices will continue to get smacked down...
August 01, 2004
THE PLAYING FIELD- Partners in GrowthIt almost goes without saying. All independent advisors want their businesses to grow and outshine their competitors. How advisors achieve this common goal, however, varies....
August 01, 2004
Coming of AgeWhy do Americans of all wealth levels continue to pour money into 529 college savings plans? The answer is simple: the cost of higher education...
July 30, 2004
Kaiser Hires HealthMediaNU Online News Service, July 30, 2004, 4:12 p.m. EDTKaiser Permanente, Oakland, Calif., has hired HealthMedia Inc., Ann Arbor, Mich., to help it promote ...
July 30, 2004
Principal Organizes HSA SeminarsNU Online News Service, July 30, 2004, 1:12 p.m. EDTPrincipal Financial Group Inc., Des Moines, Iowa, is organizing a series of seminars for agents ...