Investment Advisor January 2003

Cover Story

Features

  • Stop, Thief

    By Staff Writer

    Identity theft, byproduct of an information age rife with accessibility, is the nation's fastest growing white-collar crime, according to the Federal Bureau of Investigation. How...

  • Speaking Out

    By Staff Writer

    At a recent seminar, planner Linda Gadkowski was in the midst of explaining the importance of accurate beneficiary designations when a young man suddenly leaped...

  • Linda Gadkowski, Inc.

    By Staff Writer

    Linda Gadkowski 419 Huckins Neck Rd. Centerville, Massachusetts 02632 508-221-1618 lgadkows@capecod.net www.bhfe.com Year firm began: 1990 Number of advisors in the firm: Two advisors, one part-time assistant Number of clients: Twenty clients for...

  • Linda's Lessons

    By Staff Writer

    Linda Gadkowski has presented hundreds of workshops over the past 12 years. Here are her suggestions on how to ensure that a seminar is successful. 1....

  • Tools of the Trade

    By Staff Writer

    LIn part I, we discussed the reasons for the changing nature of estate planning. We argued that many wealthy clients are examining their estate plans...

  • Divorce Planning

    By Staff Writer

    The estate planning process needs to address the possibility that the client or one or more heirs may become divorced. Among the issues that should...

  • What's A Gift?

    By Staff Writer

    To understand virtually all planning techniques, the planner needs to understand the four basic parts of almost every asset that can be appropriately divided in...

  • Engineered Success

    By Staff Writer

    As a research engineer, John Montgomery trained at MIT and in his first jobs immersed himself in quantitative methods and transportation theory. But he was...

  • About the Manager

    By Staff Writer

    John Montgomery started Bridge- way Capital Management, Inc., in 1992 and manages six Bridgeway portfolios. He holds a BA in engineering and philosophy from Swarthmore...

  • House Hunting

    By Melanie Waddell, AdvisorOne

    If you haven't noticed, the number of firms offering clearing services is dwindling. During the last year alone, Weiss, Peck & Greer sold its correspondent...

  • A Few Good Reps

    By Marlene Y. Satter, AdvisorOne

    George Diachok is no stranger to the broker/dealer business. In fact, he retired from it in 2001 after selling the firm, Multi Financial Securities, that...

Columns

  • Drilling Down For Income

    By Melanie Waddell, AdvisorOne

    Here's an alternative investment strategy that deserves your attention: direct investment in producing oil and gas properties. "It's a true means of diversification" for high-net-worth...

  • Part 1: The New Old Kid

    By Staff Writer

    Back in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...

  • Part: 2:Small World

    By Staff Writer

    Ameritrade is doing something really different: targeting small advisors that none of the other custodians want. Bear Stearns, Merrill Lynch, and Raymond James have all...

  • Let Me Entertain You

    By Staff Writer

    What if there were a simple, low-cost way to entice your best clients to introduce you and endorse you to their friends? I've got some...

  • Be It Resolved

    By Staff Writer

    Thank goodness for New Year's resolutions! This seasonal exercise allows us to look back at the past year, resolve to do better in mastering weaknesses...

  • A World of Taxes

    By Staff Writer

    The U.S. tax system is extremely complex, and to an investor it can be very dangerous--much like traversing a minefield without the proper maps to...

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