On the Agenda
By Staff WriterNancy Johnson, a planner and FPA Board member, provided this list of some of the regulatory and compliance issues that will be addressed by the...
January 01, 2004
The Gurus Weigh InFORECAST FOR 12/31/04 ALLOCATION DJIAS&P 500NASDAQFED FUNDS10-YR TSY. 4TH QTR GDPCPIYEN/$$/EUROSTK/BOND/CASH Lincoln Anderson11,500NANA2.00%5.50%4.50%2.20%1201.0777/20/3 Mark Balasa10,9001,1702,1002.00%4.70%3.80%2.70%1021.1565/33/2 Richard Bernstein10,5001,1501,9501.00%6.00%4.00%1.10%901.33NA Anthony Chan10,6501,1502,0951.50%4.90%4.00%2.40%1051.0960/38/2 Gail Dudack10,6601,1302,0002.50%5.50%3.40%2.50%951.3050/30/20 Sam Stovall11,0601,1902,1751.25%5.25%5.00%1.30%NANA65/10/25 Gary Shilling8,000NANA1.00%3.00%4.00%0.70%1201.0030/50/20...
January 01, 2004
Model of the Future?You may have heard the disputed rumor that accountants will inherit the planning earth, but you may not have heard of a broker/dealer that caters...
January 01, 2004
Chugging AlongWall Street isn't partying like it's 1999 again--not yet, at least. But as the economy and stock market continue to awaken from their post-bubble blowout,...
January 01, 2004
Taking on the GoliathsMuch like a modern day version of David and Goliath, independent advisors face overwhelming odds against the representatives of corporate giants who come to the...
January 01, 2004
A Patient ManFarming and investing might appear to have little in common on the surface, but you'd be surprised at how closely related the two activities actually...
January 01, 2004
Switching SuccessIf you've switched broker/dealers, you know the meaning of frustration. But there's no way to avoid it, right? Wrong. There are steps you should take,...
January 01, 2004
When Zero Has ValueWhen it comes to transferring wealth, one of the biggest challenges is to minimize the amount of estate and gift taxes incurred by clients and...