Investment Advisor September 2003

Features

  • Spreading Words of Wisdom

    By Staff Writer

    Larry Swedroe says he's been "lucky in his career." A former vice chairman of Prudential Home Mortgage and senior investment banker at Citibank, Swedroe has...

  • Facilitating the Conversation

    By James J. Green, AdvisorOne

    The FPA Retreat is a chance for members, including the leaders, pioneers, and deep thinkers of the Financial Planning Association, to get together in a...

  • DB Plans: Issues & Opportunities

    By Staff Writer

    What's all this fuss about defined benefit (DB) plans? Aren't they ancient history? The truth is that there are plenty of DB plans out there,...

  • Getting Ready

    By Melanie Waddell, AdvisorOne

    As an investment advisor, you'd probably wince in your chair if a client told you that he didn't carry automobile or homeowner's insurance. After muttering...

  • Group Think

    By Staff Writer

    When a space shuttle is launched, it takes hundreds of people to make it happen. You've got one group focused on flight speed, another watching...

  • Paths to Success

    By Staff Writer

    Should we choose to make our investments actively or passively? While the arguments are fast and furious on both sides, there is a place for...

  • Her Own Way

    By Staff Writer

    Larissa Poindexter is the kind of daughter that every elderly parent wishes they had. As if visiting often and keeping an eagle eye on her...

  • Build Your Own

    By Staff Writer

    Five years from now, separate accounts will be as common as mutual funds in the arsenals of advisory firms serving affluent investors. Today, however, many...

Columns

  • B/Ds' Compliance Burden Gets Heavier

    By Melanie Waddell, AdvisorOne

    Ask any broker/dealer what their biggest headache is nowadays, and they'll tell you it's complying with the deluge of new and proposed regulations by the...

  • Straight Talk From Ken Fisher

    By Staff Writer

    Insightful and blunt, Ken Fisher is an enigma. He shuns conferences for independent advisors and industry associations. Yet he is arguably the best known independent...

  • Art Appreciation

    By Staff Writer

    Art collecting is a pastime that is regularly engaged in by the well-to-do and others who appreciate the best in human culture. Do you love...

  • Second That Emotion

    By Staff Writer

    In his new book, Authentic Happiness, Dr. Martin Seligman, past president of the American Psychological Association, notes that happiness is the only human endeavor that...

  • Time to Make a New Plan

    By Mark Tibergien

    It's ironic, but in my experience there's no part of business management more misunderstood by financial planners than strategic planning. Time and again, I hear...

  • Learner's Permit

    By Staff Writer

    Feeling listless, dull, uninspired, unbalanced, or out of control? Maybe you need a dose of new learning to bring the sparkle back into your eyes--and...

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