Investment Advisor May 2003

Features

  • Looking Ahead

    By Staff Writer

    There has been much hype about Monte Carlo software and how it can help clients plan for retirement. But some of that enthusiasm has been...

  • Adapt or Die

    By Staff Writer

    With any event that brings about sudden change, humans tend to exhibit a gradual reaction in trying to grasp the situation. Denial usually comes first;...

  • Location, Location, Location

    By Staff Writer

    Looking at Security Capital European Real Estate Fund's track record, it's easy to be impressed. According to Standard & Poor's, SEUIX ranked 13th within the...

  • About the Manager

    By Staff Writer

    Kenneth D. Statz is a managing director and senior market strategist of Security Capital Research & Management Inc., and is a member of the firm's...

  • North by Northwest

    By Staff Writer

    If, like most of us, your mental images of Alaska come primarily from Jack London, the 1990's television series "Northern Exposure," and documentaries on puffins...

  • Terry Welsh

    By Staff Writer

    Alaska Financial Associates 809 Water Street Ketchikan, Alaska 99901 Phone: 907-225-0619 Fax: 907-247-0619 afa-advisors@att.net www.afa-advisors.com Year practice began: 1987 Number of advisors in office: 1 advisor, 2 administrative staff in Ketchikan; 1 advisor...

  • Always Give Thanks

    By Staff Writer

    Terry Welsh isn't expecting a thank-you note from the moose that occasionally chomps on the foliage just outside his Anchorage office, but the big beast...

  • The Other Way

    By Melanie Waddell, AdvisorOne

    After nearly four years of a bear market in equities, investors have been pounded and they're desperately seeking investments that will yield decent returns. As...

  • The Merger Maven

    By Staff Writer

    You don't usually think of mutual funds when you are looking for alternative investments. But two mutual funds that do employ hedge fund-style trading strategies...

Columns

  • Restoring Confidence

    By Melanie Waddell, AdvisorOne

    Thoughts of early spring in Washington, D.C. usually conjure images of visitors clamoring to view the cherry blossoms. But spring is also the time when...

  • It's Tough Out There!

    By Staff Writer

    Although we recently began the fourth year of the bear market, there was no mention of the bear's birthday in personal finance magazines, no specials...

  • The Return of Peter Mangan

    By Staff Writer

    Peter Mangan is back, and he is looking to run a custodial business catering to independent advisors again. Only this time, Mangan owns the firm....

  • Stay Flexible

    By Staff Writer

    Many clients and advisors are surprised to discover that life insurance is possibly the most unique estate planning tool available to the financial planning team,...

  • Hope, Sweet Hope

    By Staff Writer

    With its profusion of new growth, warmth, and color, spring tends to lighten people's spirits and foster a sense of optimism about the future. But...

  • Get Outta Here!

    By Staff Writer

    Management guru Tom Peters introduced the concept of "management by wandering around." I would like to introduce you to the marketing corollary: "marketing by hanging...

  • Profit Is Not A Dirty Word

    By Mark Tibergien

    Over the years, I've seen way too many advisors avoid thinking about their practices as businesses, apparently under the misperception that such prurient matters would...

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