Wealth Manager Web April 2008

Cover Story

• Woman to Woman

  By Janet Aschkenasy

  In her role as Renee Buchanan on ABC's "One Life to Live," actress Patricia Elliott plays the wife of a Texas oilman and real estate...

• Getting the Max Out of Munis

  By Stan Luxenburg

  As concerns about mortgage defaults mounted last summer, investors grabbed super-safe Treasuries and avoided bonds that posed more risks. Besides getting rid of shaky, high-yield...

• Steady As She Goes

  By James Picerno

  Recessions are inevitable. It's the timing and depth of economic contractions that keep everyone guessing. Since 1857, the U.S. has endured 32 recessions, according to the...

• Analyzing Affluence

  By James Picerno

  Get-rich-quick formulas may be a crock, but studying the well-heeled still uncovers common themes for creating wealth, managing it and keeping the heirs out of...

• Too Easy

  By Richard J. Koreto

  In the early days of my magazine career, I got a great deal of "snail mail" from various companies and their public relations firms. Most...

• Buyer Beware

  By James Picerno

  Investing in 2008 isn't getting easier, and thanks to a recent Supreme Court ruling, it may not be getting any safer. Investor protections took a hit...

• To Be or Not To Be a Resident

  By David Schmutter

  Do you have clients who can answer "yes" to any of these questions: Are you considering changing your state residence? Do you have more than...

• A Swiss Solution

  By Darrell Aviss

  Consider the case of an emergency room physician and his attorney wife. Acutely aware of the liability inherent in the doctor's work, they were looking...

• Love & Taxes

  By Julian Block

  A wedding is a solemn event that marks a personal commitment. So it's no surprise that taxes are probably the last thing on your clients'...

• Clients on Board

  By Norman M. Boone

  I've had the creation of a client advisory board on my To-Do list for several years now. Friends of mine who have them all rave...

• Picking Winners

  By Chuck Carlson, CFA

  To get an idea of how quickly the ETF market is growing, consider this: On average, one new exchange traded fund was launched every working...

• The 50

  By Staff Writer

  What follows is an alphabetical listing of 50 distinguished women in wealth management. It is not merely a list of who has the most assets...

• Professional Presence

  By Charles Lane

  Two advisors walk into a room full of potential clients, but only one attracts their attention. He has grace, style, and something special you just...

• Giving Women a Break

  By Susan B. Weiner

  At close to 51 percent, women make up more than half of the U.S. population, yet a significantly smaller percentage works in the front lines...

• Perfect Pitch

  By Gary Wollin

  "What do you do for a living?" We ask and are asked this question all the time. If you have a superior answer to this question,...