Wealth Manager Web April 2007

Cover Story

• Nurturing the Legacy

  By Rebecca McReynolds

  It's all about control. Wealthy retirees and the Baby Boomers coming up fast on their heels are used to calling the shots in their lives....

• Cheap Blue Chips

  By Stan Luxenburg

  Managers of large-cap funds have good reason to feel exasperated. For seven straight years, small-blend funds have outdone large-blend, according to Morningstar. Is that losing...

• Farming for Profits

  By Ann C. Logue

  Detached from the hustle and noise of the markets, Jeff Auxier runs $500 million in assets from the suburbs of Portland, Ore. And that's how...

• Tips on TIPS

  By James Picerno

  Inflation is an equal opportunity risk, harassing everyone regardless of race, creed, color or portfolio size. Yes, the threat can be neutralized to a degree...

• Mr. Market Speaks

  By James Picerno

  When it comes to analyzing the capital markets, performance is king. But while returns are often the first number under scrutiny, veteran wealth managers know...

• Time Out

  By Justin Daniels

  Winter is biting. Hard. Does that mean we can dream about spring and summer vacations without guilt about polluting the atmosphere in the process of...

• Item by Item

  By Julian Block

  Planners who prepare returns for clients will have to do their math homework to determine whether to claim the standard deduction or itemize on Form...

• Too Much Tech?

  By Charles Lane

  Nightmare scenario No.1: En route to a meeting with your most demanding client, you're driving along a rural road that meanders in and out of...

• The Culture of Compliance

  By James Eccleston

  It hasn't taken long for the term "Culture of Compliance" to capture the hearts and minds of the securities regulators in this country. Born of...

• Fighting Mad

  By Marie Swift

  It was August 2001, and the future looked bright for advisor Tom Hine. After six years as a Registered Representative of Allmerica Financial and six...

• Unto the Next Generation

  By Julian Block

  Thanks to long-standing rules in the tax code, people who sell inherited assets that have increased in value--such as stocks, real estate and works of...

• The IRA Conundrum

  By Grace W. Weinstein

  Individual Retirement Accounts started out as small potatoes. With annual contributions capped at $1,500 in the initial years from 1974 through 1981, then locked in...

• The Black Hole

  By Eric Uhlfelder

  With the potential to inform both ad-visor and investor about what's driving portfolio performance, monthly brokerage statements should be as valuable as the quarterly performance...

• Hasta La Vista

  By Mary Kathleen Flynn

  In developing Windows Vista over the course of five years, Microsoft Corp. may have made the "biggest investment ever put into a piece of software,"...

• Not Quite Crystal

  By Daniel Moisand

  Because the roof of our house is more than 45-feet high, we had hired a handyman to put up our holiday lights. After New Year's,...