Investment Advisor October 2002

Cover Story

Features

  • Double Whammy

    By Staff Writer

    It's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...

  • Estate Planning: An Oxymoron?

    By Staff Writer

    Tax-savvy estate planning these days is easier said than done, thanks to the unclear future of the estate tax itself (President Bush and the House...

  • Smartt Fund Choices

    By Staff Writer

    In the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...

  • Moving On

    By Staff Writer

    The morning mists have just begun to lift from the tiny Chinese village when Lesley Brey hops on her mountain bike and begins pedaling toward...

  • Against the Tide

    By Marlene Y. Satter, AdvisorOne

    You already know the state of the markets. You know, too, how clients feel watching assets dwindle. Industry experts tell you that a down market...

  • Moving Away From Equities

    By Marlene Y. Satter, AdvisorOne

    This year, there has been a slight but noticeable shift in var-iable annuity assets away from equity subaccounts toward fixed accounts and bonds. Following are...

  • The Truth About Monte Carlo

    By Staff Writer

    One of the hottest tools in the investment industry is Monte Carlo simulation or, if you would like the $20 term, stochastic modeling. Why has...

  • All in the Family

    By Staff Writer

    Taxes have long been a driving motivation in estate planning. Tax avoidance often seems to override all other concerns, making the guiding goal of estate...

  • A Matter of Forms

    By Staff Writer

    The changing approach to estate planning will result in a number of modifications to "standard form"documents. Some of the anticipated changes: oMost form documents treat all...

  • For More Information

    By Staff Writer

    Books Money Doesn't Grow on Trees: A Parent's Guide to Raising Financially Responsible Children, by Neale Godfrey (Fran Harris Fireside, 1994) The Family Incentive Trust, by John...

  • Selling High

    By Staff Writer

    Like to hear a bit of good news? Try this: Despite the drab equity markets, resulting in lagging revenue and smaller client portfolios for advisors,...

  • The Hidden Costs of Taxes

    By Staff Writer

    Sellers who try to determine the value of their practice frequently overlook an important issue: taxes. For example, a seller who obtains the majority of...

  • Managing Risk

    By Staff Writer

    The asset management industry has become more complex over recent years. Organizations that may have focused a few years ago on delivering one or two...

  • Mirror, Mirror

    By Staff Writer

    Andrew Dudley isn't trying to make his fund, Fidelity Advisor Intermediate Bond/Instl Fund (EFIPX), the best in its category. Nor is he trying to give...

  • About the Manager

    By Staff Writer

    Andrew J. Dudley, CFA, is a vice president and portfolio manager for Fidelity Investments, part of Fidelity Brokerage Services LLC. He has managed Fidelity Advisor...

Columns

  • Consult, Find a Niche, and Succeed

    By Melanie Waddell, AdvisorOne

    If you haven't noticed, a number of reports have been released over the past few months providing a snapshot of the registered investment advisory and...

  • Parental Guidance

    By Staff Writer

    What could be worse than having your portfolio mowed down by the market with retirement just over the horizon? For countless baby boomers, the other...

  • Should You Be Job Hunting?

    By Staff Writer

    This is one of the most difficult markets in the last 70 years for financial advisors. It is forcing many advisors to do a lot...

  • Harvest Time?

    By Staff Writer

    As the trees of New England shed their verdant hue for the spectacular colors of autumn, farmers begin to harvest summer's bounty. With the markets...

  • Part 1:Prometheus Bond

    By Staff Writer

    Bond fund management is not known for clever and novel ideas-- at least, not well known. Active management with aggressive timing of maturities and different...

  • Part 2:Crocker's Kingdom

    By Staff Writer

    Prescott B. Crocker manages Evergreen High-Yield Bond and is a senior vice president with Evergreen Keystone Funds, his employer since 1997. Prior to Keystone, he...

  • Part 3: Bonds in Your Sites

    By Staff Writer

    Most general-purpose financial news sites give short shrift to the bond market. Sure, you can find the latest Treasury market yield curve (rates graphed for...

  • Part 1: A Missed Opportunity?

    By Staff Writer

    Independent advisors are squandering the opportunity to provide stock option planning to high-net-worth individuals. So says Bill Briggs, and he ought to know. Briggs' small...

  • Part: 2:Managing Bonds Better

    By Staff Writer

    The introduction of fixed-income exchange traded funds gives advisors a better way to manage diversified portfolios that include bonds. ETFs are index funds that are bought...

  • Part 3: Easing Into Hedge Funds

    By Staff Writer

    Advisors looking for alternative investments are likely soon to have an attractive new vehicle: a passively managed fund of hedge funds. Standard & Poor's on September...

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