Investment Advisor September 2002

Cover Story

Features

  • Keeping the Faith

    By Staff Writer

    Remember the old vaudeville routine where, in a bid to stretch credulity, the street performer challenges his audience with the leading statement, "It was so...

  • Letter to A Friend

    By Staff Writer

    Client communication is essential, especially when the majority of clients are relying more than ever on planners to make the best (recovery) decisions for their...

  • Back To Bonds

    By Staff Writer

    As one of Investment Advisor's asset allocation panelists, Gary Shilling of A. Gary Shilling & Co. shifted his September allocation recommendations to more heavily favor...

  • Your Peers Speak

    By Staff Writer

    Keeping the faith" may appear easier than it really is. The statement implies maintaining stability, integrity, and of course, client reassurance. But in a market...

  • Native Son

    By Staff Writer

    Yes, he does have brightly painted totem poles as part of his office decor. But you may as well toss out all your other expectations...

  • A Real Gamble

    By Staff Writer

    Dean Parisian criticizes the investing conservatism of Native American council leaders who will only put tribal funds into ultra-safe investments. But are there really so...

  • A Strong Case

    By Staff Writer

    When trying to convince tribes to place their money in the care of his private investment management firm, or indeed any private investment firm, advisor...

  • Avoiding the Spiral

    By Staff Writer

    Many financial professionals are giving away their time, energy, and expertise for free in the form of unpaid sales presentations and elaborate financial plans with...

  • Climbing the Ladder

    By Staff Writer

    Many investors are scrambling to the perceived safety of fixed income in these troubled market times, but bonds have risks of their own. There is...

  • Team Work

    By Staff Writer

    Whether we like it or not, we tend to judge one another by what we do and those with whom we associate. "Tell me thy...

  • The Long View

    By Marlene Y. Satter, AdvisorOne

    Advisors generally have specialties. Their practices cater to a gamut of niches, from attorneys and physicians to movie stars, business owners, and nonprofits. But there's...

  • Understanding LTC Underwriting

    By Marlene Y. Satter, AdvisorOne

    As underwriting requirements toughen in the LTC insurance market, some clients may find themselves unable to get insurance. One way to help your client find...

  • Experience Counts

    By Staff Writer

    Throughout his career, fund manager Thomas Barry has worked through market times when every investor felt they were so deep under water they'd never again...

  • About the Manager

    By Staff Writer

    O. THOMAS BARRY III is the CIO and senior executive VP for Bjurman, Barry & Associates, and senior portfolio manager of Bjurman Micro Cap Growth...

Columns

  • Foliofn Ups the Ante

    By Melanie Waddell, AdvisorOne

    Foliofn is hitching its wagon to the booming separately managed account market with the recent launch of Folio Allocator. The online brokerage firm's founder and...

  • A Loss of Faith

    By Staff Writer

    One year ago, 9/11 shook our sense of security like nothing else we'd ever experienced. Since then, the S&P 500 and the Nasdaq have ignored...

  • By the Numbers

    By Staff Writer

    Last year, an advisor I know made a commitment to convert his insurance-oriented financial planning business to fee-based asset management, and he decided to do...

  • Separate Accounts, Taxes, and You

    By Staff Writer

    It seems almost guaranteed that 2002 will not be a memorable year for investment performance. However, performance reporting is another matter. This year has seen...

  • Japan Ink

    By Staff Writer

    Mention Japan to a crowd of clients, and you'll wind up in a room with plenty of emptied chairs. Yet, despite this recent most volatile...

  • Small-Cap Japan

    By Staff Writer

    Kenichi Mizushita has managed Fidelity Japan Smaller Companies (FJSCX) since December of 1996. Mizushita joined Fidelity as a research analyst in 1985, covering a variety...

  • Prospecting StarMine

    By Staff Writer

    These days, finding a good analyst is like trying to find a needle in a haystack. Or like being suddenly cast adrift from your trusted,...

  • Life Planning's Founder Speaks

    By Staff Writer

    I 'm a meat and potatoes kind of guy. I like facts, clear-cut answers. I like Monte Carlo simulations that project my portfolio's potential returns...

  • Kinder on Childhood & Money

    By Staff Writer

    You focus a lot on how attitudes about money are formed in childhood. Why? As a rule, I don't go into childhood with my clients although...

  • Seven stages revisited

    By Staff Writer

    Back in May 1999, George Kinder published The Seven Stages of Money Maturity (Dell, available through the Investment Advisor bookstore at www.investmentadvisor.com). Here's what Senior Editor...

Advertisement. Closing in 15 seconds.