Investment Advisor July 2002

Cover Story

Features

  • At The Top of his Game

    By Staff Writer

    When a person answers the "How are you?" of an unknown phone caller with "Well, not too bad for an old, fat guy," it doesn't...

  • Balliett Financial Services & Trust Co.

    By Staff Writer

    Gene Balliett 631 South Orlando Avenue, Suite 100 Winter Park, Florida 32789 Phone: 800-624-8961 Fax: 407-740-5228 info@balliettfs.com www.balliettfs.com Year practice began: 1967 Number of planners in office: 12 planners, 5 contract employees Number of...

  • Enriching the young, for everyone's benefit

    By Staff Writer

    Gene Balliett dislikes spoiled brats as much as the next guy, so what's he doing with a book to his credit called Make Your Kid...

  • Flying Low

    By Marlene Y. Satter, AdvisorOne

    Variable annuities have been selling like air conditioners in January. The market is down, returns are down, and there's precious little to attract buyers these...

  • The Top Sellers

    By Marlene Y. Satter, AdvisorOne

    The VA policies with the most sales in 2001 Internal Total IssuerContractNew SalesSalesFlow TIAA-CREF TIAA and CREF$9,598.0$0.0$9,598.0Life Ins. Co.Retirement Annuity and Supplemental Retirement Annuity VALICPortfolio Director Plus4,117.7865.04,982.7 Hartford Life Director3,429.1276.93,706.0Ins....

  • The Top Performers

    By Marlene Y. Satter, AdvisorOne

    The VA subaccounts with the highest returns in 2001. 1-Year 3-YearInceptionInsuranceNameReturnReturnDateExpense AXP RetrmAdvVA RoyceCap Micro28.53%N/A9/21/990.95% BOA LastSvr NSAT SmCapVal28.2820.29%5/1/980.80 BOA LastSvrII NSAT SmCapVal28.28N/A10/15/980.55 BOA ModSPVL NSAT SmCapVal28.2820.295/1/980.90 BOA ModSPVLII NSAT SmCapVal28.28N/A10/15/981.00 BOA...

  • The New Real Deal

    By Staff Writer

    With their high yields and low correlation to equity indexes, real estate investment trusts have maintained a certain conservative attractiveness in today's depressed stock market....

  • About the Managers

    By Staff Writer

    Samuel A. Lieber, Founder, Chief Investment Officer, Alpine Management & Research, LLC. Before founding Alpine in 1998, Lieber was the real estate portfolio manager and...

  • Instrumental

    By Melanie Waddell, AdvisorOne

    As the separate account industry continues to grow, an array of companies has cropped up offering optimization tools and software to help advisors manage clients'...

  • Trading Down

    By Marlene Y. Satter, AdvisorOne

    Aclient of a certain advisor had a problem. The client was a doctor who had risen to national prominence, making numerous public appearances and writing...

  • Reading Up on Downsizing

    By Marlene Y. Satter, AdvisorOne

    Looking for further info on downsizing? consider the following. Simple Living Guide, by Janet Luhrs (Broadway Books, 1997), offers a look at a simpler lifestyle...

Columns

  • Abar's Big Aventure

    By Staff Writer

    Who could blame Matt Abar for selling out to Advent? When you're 31 and are offered more than $11.5 million for your share in your...

  • ABAR's Outlook

    By Staff Writer

    Matt Abar, 31, is the founder of TechFi. At the time of the agreement to sell his company last month, Abar owned about 50% of...

  • A Customer's Perspective

    By Staff Writer

    Janet Tyler Johnson of Clifton Gunderson Financial Services, the advisory unit of a 150-partner regional accounting firm with 12 offices throughout the Midwest, has helped...

  • The View from Schwab

    By Staff Writer

    David Peck, senior vice president for advisor business solutions at Charles Schwab's Services for Investment Managers division, is responsible for Schwab's Performance Technology Inc. unit,...

  • Part I: Golden Opportunities?

    By Staff Writer

    By crackey, I remember the days when you didn't even need to own a shovel or swish a tin pan to make money out of...

  • Behind Harvey Pitt's New Mission

    By Melanie Waddell, AdvisorOne

    The Securities and Exchange Commission is about to launch a fact-finding mission probing two of the industry's fastest-growing investment products--hedge funds and exchange- traded funds...

  • Part II: Precious Few

    By Staff Writer

    Mutual funds are probably the best way for you and your clients to mine gold mining shares. Precious metals mining is a rough-and-tumble industry. Single-stock...

  • Part III: Golden Threads

    By Staff Writer

    Instead of profiling a company like Newmont or Barrick, I've decided to help you find ways to mine more information and become informed about all...

  • Innocents Abroad

    By Staff Writer

    In a previous column (March 2002, "The Globalization of U.S. Taxation") we discussed the tax issues confronting the international investor who is a non-U.S. citizen...

  • When Good Employees Go Bad

    By Staff Writer

    I'm sure you've heard employee horror stories. Maybe you even have some of your own. Consider this one: A few years ago, one of my coaching...

  • College Clashes

    By Staff Writer

    Ah, those good old college days! Remember the tough professors, the new friends, the escapades that now make you laugh (or groan)? But for many...

Advertisement. Closing in 15 seconds.