419 Plans Might Be A Fit For Your Clients
By Ross FriendBYIn light of recent proposed guidance from the Internal Revenue Service on 412i plans, advisors may be wondering whether they should consider 419A(f)(6) plans for ...
April 01, 2004
Typing TestColleen Knopinski's firm administers the Kolbe and Caliper personality and work-style tests to all prospective employees. Why? "If you have people doing things that come...
April 01, 2004
Table 2: Adding International Equities, Bonds, and CashConservative Aggressive Consumer Discretionary 0.9%7.5% Consumer Staples 1.8%7.5% Energy 4.0%2.7% Financials 2.2%15.6% Health Care 1.6%10.9% Industrials 2.0%4.1% Materials 1.8%4.1% Technology 0%13.6% Utilities 3.8%2.0% International...
April 01, 2004
Franklin Federal Tax-Free Income Fund/A800-342-5236 o www.franklintempleton.com Ticker: FKTIX Managers: Team managed Manager's tenure: 17 yrs. Fund started: October 7, 1983 Min. initial investment: $1,000 Load (front-end): 4.25% 12(b)-1 fee: 0.09% Net assets: $6.6 billion P/E ratio:...
April 01, 2004
Taking StepsTo answer questions about allegations of unethical practices involving Franklin Templeton, the company directs inquirers to a statement on the company's Web site (www.franklintempleton.com/retail/jsp_cm/home/MF_trading_practices.jsp). The...
April 01, 2004
Hybrid Aggressive Fund Sector LeadersFund Stars TotalReturn StandardDeviation Exp.Ratio Max12(b)1 Max Front-End Load One-year annualized Green Century Balanced GCBLX 272.01%29.16%2.44%0.25%0.00% Markman Total Return MTRPX 357.0622.740.960.000.00 Generation Wave Growth GWGFX...
April 01, 2004
The State of the UnionsThere's an uproar sweeping the country over gay marriage, stemming in part from a Massachusetts court decision, a rush of ceremonies in San Francisco, and...
April 01, 2004
Helping HandsWhen I first started my business, I hired an accountant who had an extremely competent bookkeeper. Working with this bookkeeper was always a pleasure. Unfortunately,...