Investment Advisor April 2003

Cover Story

  • Breaking Bad News

    By Staff Writer

    Bad news--nobody likes receiving it. Giving bad news can be equally troublesome, particularly when the person you're delivering it to holds you responsible--and you're not....

  • Next in Line

    By Staff Writer

    There are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...

Features

  • Enduring Value

    By James J. Green, AdvisorOne

    Two years ago, Investment Advisor took a broad look at the REIT and real estate investment market. In that story"(Is It Safe?" March 2001), a...

  • Jumping Into the Next Phase

    By Staff Writer

    Drop by an FPA or NAPFA conference, and you'll be sure to find Bob Veres, surrounded by a crowd of advisors who want to ask...

  • Mental Accounting

    By Staff Writer

    In today's highly competitive environment, advisors are employing various client-profiling tools to understand more about their clients' needs. Some have embraced a more comprehensive financial...

  • Couple or Companions

    By Staff Writer

    You just got a hysterical call from a long-time client. She's uncontrollably upset because he's had a massive heart attack and things don't look good....

  • Next in Line

    By Staff Writer

    There are some conversations that are just not destined to go well from the start: "Well, honey, the good news is that I did get...

  • Karen McIntyre

    By Staff Writer

    Executive Financial Services, Inc. 1029 North Bethlehem Pike Spring House, Pennsylvania 19477 215-643-5600 karen@assetcoach.com www.assetcoach.com Firm founded: 1984 Year McIntyre joined the firm: 1993 Number of advisors in office: 4 advisors, 2 administrative...

  • Where Everybody Knows Your Name

    By Staff Writer

    Karen McIntyre works out of a bedroom, but it's not what you think. The offices of Executive Financial Services are located in a quaint, historic...

  • Little Fish, Big Fish

    By Staff Writer

    In a sector as diverse as financial services, it's sometimes difficult to understand why all the companies in the sector are lumped together. Home to...

  • About the Manager

    By Staff Writer

    Anton V. Schutz is president and founder of Mendon Capital Advisors Corp. in Rochester, New York, and manager of Burnham FInancial Services Fund. Mr. Schutz...

  • A Pox on Market Timers

    By Staff Writer

    Answering a question on the amount of cash he carries in his fund (7% as of the beginning of March 2003), Anton Schutz sounded off...

Columns

  • The Virtues of Independence

    By Melanie Waddell, AdvisorOne

    Cambridge Investment Research, Inc. takes pride in being an independent broker/dealer. While other firms have sold out to huge financial services firms like AIG and...

  • The Portfolio Management Drama

    By Staff Writer

    Events in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...

  • Block That Spam!

    By Staff Writer

    If you don't like to get junk e-mail, try Choice-mail. Choice-mail is a small company, and its eponymous application has 5,000 users. It's not a...

  • Getting A Quick Start on Your PC

    By Staff Writer

    The Windows Quick Launch toolbar is a great timesaver that can make it easier for you to navigate your desktop, but people don't seem to...

  • Taxed to the Max

    By Staff Writer

    Just when we thought we'd put 2002 behind us, along comes April 15 to remind us of it all over again. And worse yet, to...

  • Lemons From Lemonade

    By Staff Writer

    Good news! We are now officially in the worst stock market environment in the last 70 years. Most financial advisors are experiencing feelings "somewhere between...

  • Core-and-Satellite Portfolios & Taxes

    By Staff Writer

    In the financial services industry, there is growing recognition that the design and structure of equity portfolios with multiple managers should be fundamentally different for...

  • Be Careful What You Wish For

    By Mark Tibergien

    Ispend much of my time talking about, writing about, and counseling advisors on the advantages of forming ensemble firms. So when my friend and former...

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