Louis Barajas
By Staff WriterThings were falling apart. Louis Barajas had been sailing along serving high-profile clients in Newport Beach, California, when his personal life unraveled. His grandmother who...
August 01, 2003
A Software Delay That's Good NewsThis column marks the start of my eighth year writing for Investment Advisor. I am proud but humbled that we've never been asked to publish...
August 01, 2003
Charity and TaxesThe Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) serves up $350 billion in tax cuts and, according to the Treasury Department, will...
August 01, 2003
Story TimeHow many times have you eagerly attended a presentation on an innovative subject--possibly delivered by someone you find very interesting one-on-one--only to find yourself twisting...
August 01, 2003
Coming HomeThere aren't many phrases in the English language that are as soothing as "coming home." It says safety, shelter, comfort. It's the place where, when...
August 01, 2003
Should You Hire a CEO?As the financial advisory profession evolves into real businesses, more and more advisors are hiring chief executive officers or chief operating officers to run their...
August 01, 2003
Moving OutOne of the biggest issues for business-owning clients is how to get out of that business some of the sweat equity they've put into it....
August 01, 2003
What's in a Name?Quick, define the term "fiduciary." While financial planners of all stripes are familiar with the word, many would likely hem and haw when it comes...