What I Learned in Canada
By James J. GreenI learned at least two valuable lessons while attending the National Association of Personal Financial Advisors conference in Toronto. To wit: 1) Canadians have a good...
June 01, 2004
TOOLS OF THE TRADE-Using the Right LensWhen it comes to providing a successful investment experience for your clients, one piece of advice I learned early on as an advisor is this:...
June 01, 2004
THE PSYCHOLOGY OF ADVICE- Buy, Sell, Hold. or Fold?What will your client list and revenue stream look like next year? More and more advisors are thinking like asset managers these days, with their...
June 01, 2004
THE BUSINESS OF ADVICE- Start Your EnginesBy the late 1960s, U.S. car manufacturers had grown complacent. Each year, they made only cosmetic changes to their cars, and then called them new...
June 01, 2004
THE TAX ADVISOR- Helping Clients Avoid WorkA million bucks just ain't what it used to be. There was a time when prevailing wisdom in this country said that if you amassed...
June 01, 2004
A Rocky RideLimited partnerships, a once popular investment vehicle initially created to help investors avoid paying taxes, and a vehicle used to retain high broker transaction fees,...
June 01, 2004
More Than Meets The EyeAppearances can be deceiving, and experts can look at the same data and draw different conclusions. Take Oppenheimer's Real Asset Fund. Its top holdings appear...