Wealth Manager Web December 2007

Cover Story

• The Expat Client

  By Vanessa Drucker

  Senior U.S. executives and professionals are emigrating in waves. Foreign assignments are now regarded as plum positions, often critical to career advancement, and London has...

• Secrets of the Wealthy

  By Larry Chambers

  Thomas J. Stanley, author of the bestseller The Millionaire Next Door, tells a story about his first experience with the affluent: When he was only...

• What Women Want

  By David J. Drucker

  What do women business owners want? Raymond James, for one, has been trying to figure that out for 13 years. Karen Schultz, the newest Raymond...

• The Multi-Gen Client

  By Brian T. Jones

  As a financial planner, your career's success hinges on your ability to develop strong relationships with your clients by helping them reach their financial goals....

• Ghost Stories

  By Gwen Moran

  John E. Girouard knew that writing a book was a good idea. He saw it as an opportunity to relay his particular brand of financial...

• Help Yourself

  By Norman M. Boone

  Each of us has been helped in numerous ways by those who came before us. We, in turn, each have a responsibility for the next...

• Gray Areas

  By James Picerno

  Indexing has been known to rouse strong opinion, both pro and con. Some accept it unconditionally, and others reject it entirely. But many--perhaps most--investors steer...

• College Costs

  By Peter D. Fleming

  College and university endowment funds had a banner year in 2006. The average fund earned a 10.7 percent investment return, according to the National Association...

• Fax Lives!

  By Steve Adams

  It seems like the pundits arE ALWAYS predicting the end of this or that. Remember when e-commerce first became popular, and they said there would...

• Timing is Everything

  By Julian Block

  Make sure to stay on top of the deadlines for filing federal tax returns and the due dates for making estimated payments. Miss just one,...

• Bountiful Harvest

  By Chuck Carlson, CFA

  You've invested heavily in real estate investment trusts for your income-needy clients. And those investments, up to this year, have worked well. But 2007 has...

• Peaceful Invasion

  By Mark Francis Cohen

  Earlier this year, Intel began building a $1 billion semiconductor plant. At 500,000 square feet, it is expected to be the company's single largest manufacturing...

• Bond World

  By James Picerno

  Stocks and bonds, bonds and stocks. Asset allocation starts with this fundamental mix, and for good reason. Low correlation prevails between the two asset classes--and...

• The 419(e) Magic Trick

  By Janet Aschkenasy

  What if I were to tell you about a significant tax deduction for most of the services you're already going to need in retirement? asks...

• The Safe Harbor Choice

  By Gregory Taggart

  Insider trading has a new poster boy--former Qwest CEO Joseph Nacchio, who was sentenced to six years in prison on July 27. He remains free...

• South of the Border

  By Stan Luxenburg

  Latin American funds have recorded an extraordinary run. During the three years ending in August, the funds returned 52.6 percent annually--topping all other categories tracked...

• Getting Directions

  By Gary Wollin

  In Alice in Wonderland, as Alice approaches the Cheshire Cat she sees a signpost with many arrows pointing in many different directions, down many roads....