Investment Advisor December 2002

Features

  • End of the Line

    By Marlene Y. Satter, AdvisorOne

    One of the most dramatic illustrations of how one person's life can change in a heartbeat is the 1995 riding accident transforming Christopher Reeve from...

  • Consider These

    By Marlene Y. Satter, AdvisorOne

    Consider These: Atlanta planner Rob Moody says these are the most important issues to consider when evaluating disability policies: 1.The financial strength of the insurance company. 2.Whether benefits...

  • Disability Insurers

    By Marlene Y. Satter, AdvisorOne

    Assurity Life Insurance Co. 800-869-0390 o www.assurity.com Policy: Personal Disability Income Protection Berkshire Life Ins. Co. of America 866-590-8845 o www.theberkshire.com Policy: ProVider Plus Illinois Mutual Life Ins. Co. 800-437-7355 o www.illinoismutual.com Policy:...

  • Return of the Gold Bug

    By Staff Writer

    Frank E. Holmes lives and breathes gold. Ask him a question about the precious metal and the veteran money manager will rattle off Toronto Stock...

  • Not so Inscrutable

    By Staff Writer

    Not so long ago, the Asian economies, specifically those nations known as the Asian Tigers, were booming and became the envy of much of the...

  • About the Manager

    By Staff Writer

    G. Paul Matthews has been actively investing in the Asian markets since 1982. He serves as chairman and chief investment officer for Matthews International Capital...

  • Back to School

    By Staff Writer

    Quick, get out your No. 2 pencil: What are three great reasons to be a teacher? (No, not "June, July, and August.") For most teachers,...

  • Meridian Wealth Management

    By Staff Writer

    Scott Dauenhauer Meridian Wealth Management 8001 Irvine Center Drive, Suite 400 Irvine, California 92656 Voice: 949-754-3151 Fax: 253-550-3114 www.meridianwealth.com scott@meridianwealth.com Year practice began: 2001 Number of advisors in office: 1 advisor,...

  • Teachers and the EGTRRA

    By Staff Writer

    When the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGTRRA) was passed, there was plenty of buzz about the perks it created for...

  • PR Primer

    By Staff Writer

    Conducting public relations in a down market is like buying stocks in a bear market: rather than seeing an opportunity, many instead flee. With everyone...

  • Benefits of a Good PR Plan

    By Staff Writer

    oCrystallizes your thinking and connects you to your peers oIntroduces you to the public oBoosts employee morale and attracts talent to your firm oBuilds credibility by generating third-party...

  • Buyer Beware

    By Staff Writer

    The MSRP on a 2002 Ferrari 360 Spider is $166,679. A new Beech 400A "light" jet runs about $6.4 million, a 50-foot Beneteau power boat...

  • One for All

    By James J. Green, AdvisorOne

    Corporate America is wedded to efficiency. With the go-go '90s far behind us, companies are looking almost everywhere to cut costs. One way to do...

Columns

  • The New Meaning of Trust

    By Melanie Waddell, AdvisorOne

    The notion of trust is occupying people's minds these days. Open newspapers, turn on a cable news show, or attend an industry event and you'll...

  • Taking Stock, Building Bonds

    By Staff Writer

    After seemingly endless months of biothreats, war fears, and sinking portfolios, it takes a resolute spirit to fend off the season's many seductive invitations to...

  • The Road to Success

    By Staff Writer

    How did a Nebraska farm boy become the one of the most successful financial planners in the nation? This is the story of Ron Carson...

  • Partnership Crackdown

    By Staff Writer

    The Internal Revenue Service has been engaged in a major compliance effort. Increased resources have been earmarked for a handful of priority areas that the...

  • The Straddle Tax Shelter

    By Staff Writer

    The IRS provided this detailed description of a partnership straddle tax shelter, a complex manipulation involving sequential steps. 1) A corporation acquires a majority interest...

  • Part 1: The Two Faces of Schwab

    By Staff Writer

    After six years of covering Charles Schwab and its Services for Investment Managers (SIM) division, and after interviews with hundreds of advisors, I have finally...

  • Part 2: Following Form

    By Staff Writer

    IRA beneficiary designations are a confusing topic to many clients and even to some advisors, but mastering the details of IRA beneficiary rules can strengthen...

  • Part 3: E-Mails Made Easy

    By Staff Writer

    Do you spend time composing e-mails over and over again that say almost exactly the same thing? Here's a time-saving solution: It's a software plug-in...

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