Investment Advisor December 2003

Cover Story

Features

  • Signing On

    By Staff Writer

    It's a Thursday afternoon, and you're preparing for a routine client meeting. You pull out your clients' file--which unfortunately still lives in a beige manila...

  • A Matter of Interpretation

    By Staff Writer

    As the interpreter for Lee Kramer at Kramer Financial in Frederick, Maryland, 23-year-old Lisa Soyke got an associate degree in Sign Language Interpreting in 2001...

  • Resource Aids

    By Staff Writer

    Planners oJeffrey H. Massey, Massey & Associates, Inc., jeffrey.massey@masseyandassociates.net oJoel A. Larsen, Larsen Financial Strategies Group of Wachovia Securities,jlarsen@wachoviasec.com; TDD phone: 707-422-1762 oLee Kramer, Kramer Financial Inc., lee@kramerfinancial.com Technology oDarren...

  • Blowing Your Own Horn

    By Staff Writer

    In this, the first of a three-part series on the challenges facing fee-only advisors, the authors address these advisors' marketing challenges. The next two articles...

  • Time Management

    By Staff Writer

    Victor Hugo once said, "The future has several names. For the weak, it is the impossible. For the fainthearted, it is the unknown. For the...

  • The Dollar is Falling

    By Staff Writer

    Though the stock market is showing solid signs of recovery, some investors are still wary of equities. After waves of corporate accounting scandals, and with...

  • Ounce Of Prevention

    By Staff Writer

    During our discussion with fund manager David Tice, he referred to the speech "Deflation: Making Sure It Doesn't Happen Here," given by Governor Ben S....

  • The Total Picture

    By Staff Writer

    James Brown was elated. He had finally reached a level of financial security where he felt he could afford a vacation home. After receiving a...

  • Adaptation

    By Staff Writer

    Ram Kolluri was 22 years old when he first arrived at JFK International Airport one hot summer afternoon, clutching a single small suitcase and the...

  • Ram Kolluri

    By Staff Writer

    Ram Kolluri GlobalValue Investors, Inc. 821 Alexander Rd. Princeton, New Jersey 800-637-9955 www.globalvalue.com rkolluri@globalvalue.com Year practice began: 1982 Number of advisors in office: 3 planners, 1 analyst, 1 support staff member Number of clients:...

Columns

  • Getting Past Square One

    By Marlene Y. Satter, AdvisorOne

    When Mike Matson of Matson Financial Advisors in Danbury, Connecticut, decided to add retirement plans to his practice, he found that his background in planning...

  • Top Considerations

    By Staff Writer

    On the Web, Education Among the places to learn more about running retirement plans are Web sites like www.freeerisa.com, www.plansponsor.com, and the plan provider directory...

  • Becoming Trustworthy

    By Staff Writer

    Trust is a prerequisite for success with every client. Yet, if you do a search of the Web or advisor trade magazines, nobody in the...

  • Close, but No Cigar

    By Staff Writer

    Investment Scorecard, a profitable Nashville-based technology firm with 100 employees that performs reporting services for about 550 trust companies and institutions, wants to get into...

  • Holiday Weak

    By Staff Writer

    No season abounds with joy, celebration, and yearning more than the holidays. At the same time, no season is more fraught with anxiety, depression, and...

  • "If You're Happy and You Know It ...

    By Staff Writer

    At the recent International Positive Psychology Summit, I had the opportunity to conduct an interview with leading psychologist Dr. Martin Seligman, past president of the...

  • Rx for Your Practice

    By Mark Tibergien

    Chances are you feel perfectly healthy. But it's still a good idea to go to your doctor for regular check-ups. Why? Well, for one thing,...

  • A Matter of Law

    By Staff Writer

    Relatively small changes from the 2003 tax cut--the Jobs and Growth Tax Relief Reconciliation Act, or JGTRRA--will have far-reaching impact on this year's tax return....

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