About the Manager
By Staff WriterIngrid Dyott is managing director, co-portfolio manager, and director of social research at Neuberger Berman. Prior to joining the company in 1997, she was a...
February 01, 2004
Mark AllenMark Allen American Express Financial Advisors Grand Island, Nebraska 308-384-7974 [email protected] Age: 26 Education: B.S., business administration, Doane College (Nebraska); M.S., financial planning, Texas Tech University, 2002 Joined firm: October 2002 Number of...
February 01, 2004
And the Winners Are...Despite reports that the bull had reared his head again, a possible war in Iraq, corporate scandals, and a lackluster economy kept investors at bay...
February 01, 2004
2003's Top Performing FundsThe mutual funds (all at least three years old) that posted the highest returns within the 12 S&P categories in 2003. Category Fund Return in '03...
February 01, 2004
Mark Gajowski1717 Capital Management 555 Washington Ave. Brentwood, New York 11717 631-231-4001, ext. 1256 [email protected] Age: 28 Education: B.S., finance, Dowling College (New York), 1997 Entered financial services industry: 1992 (part-time), 1997 (full-time) Number...
February 01, 2004
Table 1: Firm ProfileAverage Fee-Only Financial Advisor Your Practice Partners1.2 Employees4.1 Clients248 Assets Under Management($millions)$124 Revenues$918,000 Pretax Profits (Pretax Profits/Revenues)$345,000 Source: Tiburon Strategic Advisors Fee-Only Financial...
February 01, 2004
Steven YoungSteven Young Financial Planning Springfield, Missouri 65618 877-679-3746 [email protected] Age: 52 Education: B.S., business administration, Tarkio College (Missouri), 1991 Founded his firm: January 2002 Number of advisors at the firm: 1 advisor Number...
February 01, 2004
(No) Performance AnxietyFund Type 1YR 3YR 5YR 10YR 20YR Early VC-26%-22%48%38%20% Later VC-45%-22%7%20%14% All Venture-27%-20%24%26%16% Buyouts3%-6%6%9%12% Mezzanine4%2%6%8%10% All PE-7%-10%6%14%14% Nasdaq11%-26%-3%9%13% S&P 500-2%-13%-3%8%12% Source: Thomson Venture...