Keep On Offering Estate Tax Riders
By Gary ParkerByIn June, the stage was set for a showdown on repeal of the estate tax. Senate Democrats defeated President Bushs call for permanent repeal ...
September 01, 2002
What Agents Deal With In Moving To Fee-Based PlanningWhat Agents Deal With In Moving To Fee-Based PlanningByTwo appointments--3 hours. Detailed needs analysis--4 hours. Time spent driving to and from a prospects home--2 hours, ...
September 01, 2002
Busher Was Right On LTC Artificial ImpoverishmentBusher Was Right On LTC Artificial ImpoverishmentTo The Editor: Re: "Dont Use Joint Annuities for LTC Artificial Impoverishment," by Carroll Busher in the August 19, ...
September 01, 2002
About the ManagerO. THOMAS BARRY III is the CIO and senior executive VP for Bjurman, Barry & Associates, and senior portfolio manager of Bjurman Micro Cap Growth...
September 01, 2002
Seven stages revisitedBack in May 1999, George Kinder published The Seven Stages of Money Maturity (Dell, available through the Investment Advisor bookstore at www.investmentadvisor.com). Here's what Senior Editor...
September 01, 2002
Prospecting StarMineThese days, finding a good analyst is like trying to find a needle in a haystack. Or like being suddenly cast adrift from your trusted,...
September 01, 2002
Kinder on Childhood & MoneyYou focus a lot on how attitudes about money are formed in childhood. Why? As a rule, I don't go into childhood with my clients although...