Investment Advisor December 2005

Cover Story

  • Talk to Chuck

    By James J. Green, AdvisorOne

    The independent advisor profession and Charles Schwab & Co. grew up together, and not coincidentally, Schwab the company began operations as a discount brokerage firm...

Features

Beginnings

  • A Real Head-Scratcher

    By Staff Writer

    I was left scratching my head while reading Seth Pearson's article "Guarding The Castle," October 2005 about minimizing the tax consequences of selling real estate....

  • The Third Source of Returns

    By Staff Writer

    Last month I discussed the increasing awareness that true alpha--gained through market timing and security selection--is not the only or even the primary source of...

  • Taking the Middle Way

    By Staff Writer

    As the Federal Reserve commits to raising interest rates, the environment for bonds will likely become bleak after nearly a half decade of low rates...

  • Ownership Shift at LPL

    By Kathleen McBride, AdvisorOne

    In a move that allows the founders to diversify their holdings and appraises one of the largest U.S. independent broker/dealers at $2.5 billion, Linsco/Private Ledger...

  • Can Do

    By Staff Writer

    It was 1977, and I was visiting Europe for the first time, spending most of a summer in Italy, Austria, and even driving across the...

Columns

Conclusions

Sidebar Stories

  • Finding Better Employees

    By Staff Writer

    For the first time, in the 2005 Study the majority of firms indicated that they use some form of standardized testing to evaluate new employee...

  • Consider These . . .

    By Staff Writer

    There are myriad steps breakaway brokers must consider when opening up their own firms. Tom Giachetti, a partner with the law firm Stark & Stark...

  • Schultz Financial Group, Inc.

    By Staff Writer

    160 West Huffaker Lane Reno, Nevada 89511 775-850-5620 www.schultzfinancialgroup.com Russell C. Schultz, CFP President Vicki P. Schultz, CFP Executive Vice President

  • Three Stages of the Future

    By Staff Writer

    Over the next 15 to 20 years, as baby boomers age (the first boomers will reach age 65 in 2011), advisors will see many boomer...

  • Transition From Transactions

    By Staff Writer

    Harold Evensky started in the investment business after years as a homebuilder, getting licensed as a broker at a large brokerage firm. When he started...

  • Behind the Numbers, with Mark keller

    By Staff Writer

    The chief investment officer of A.G. Edwards thinks that stocks have become the forgotten asset class. "We think investors are better off, from a total...

  • A Safe Getaway

    By Staff Writer

    Here are some steps that may help clients mitigate their risks and ensure a quick getaway in the event of a disaster. o Create a file...

  • Pension Pros Reject Retirement Reform Proposals

    By Staff Writer

    Pension professionals are up in arms over the Federal Tax Reform Panel's retirement savings proposals, which were included in the recommendations the panel put forth...

  • Key Success Criteria

    By Staff Writer

    Here's a sample of a one-page document to show clients how their plan will pay off. Visionary Financial Advisors, LLC Helping Successful Families Create Happy & Prosperous...

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