Wealth Manager Web February 2007

Cover Story

• The Circle of Life

  By Alan Gersten

  Born in 1994, lifecycle funds stand poised for adolescence as well as controversy. Like many teens, they have grown quickly, jumping 11.2 percent annually since...

• Ready--or Not

  By Joseph Finora

  Like our universe itself, the idea of what constitutes retirement is regularly expanding. While retirement remains for most clients the 'Last Frontier,' it is no...

• Foreign Bazaars

  By Stan Luxenburg

  For the past five years, foreign funds have been running with the wind at their backs. The dollar has been falling steadily, making foreign stocks...

• Back to Basics

  By James Picerno

  Exchange-traded funds don't lack for analysis, although precious little of it focuses on associated fundamentals like earnings growth and changes in book value relative to...

• A Sure Bet?

  By James Picerno

  Monte Carlo analysis isn't a commodity service in finance, but it's getting there. A decade ago, virtually no one used Monte Carlo for evaluating client portfolios....

• Notable Debut

  By James Picerno

  In the beginning, there was the closed-end fund. Next came the open-end mutual fund, followed by the exchange-traded fund (ETF). And now, the exchange-traded note...

• For the Future

  By Hesh Reinfeld

  Financial planners have often dreamed of a future in which they could truly influence American government policy. But what if the pendulum were to swing...

• Birth Pangs

  By Robert Margolis

  After taking a few days off in February of 1935, Franklin Delano Roosevelt returned to Washington only to find chaos brewing in the House of...

• Boomers Online

  By Judith Harkham Semas

  It looks like the elderly of the future will be wired. While there is a tendency to view the Internet as a young people's medium, it...

• A Steady Stream

  By Elaine Robertson Demby

  Recently Helen Modly advised a 70-year-old client to purchase an annuity--advice she would not have imagined herself giving 10 years ago. "Like a lot of...

• A Round of Transitions

  By Marie Swift

  How would you feel if a prospective client stood up in the middle of a conversation, slammed his fist down on the table, and let...

• The Guru of Retirement

  By Nancy R. Mandell

  "I got my doctorate in psychology, not economics," Ken Dychtwald says, "and I think the reason I get so much media attention is because I'm...

• The NUA Secret Weapon

  By Rick Rodgers

  Investors with large quantities of company stock inside a retirement plan may be missing out on an opportunity for a significant tax break when they...

• The Invisible Retired

  By Bryce M. Sanders

  "Invisible Rich," an article I wrote for Wealth Manager last October, looked at how financial advisors can use the Internet to identify wealthy geographic areas...

• Your Digital Friend

  By Robert Hertzberg

  It's natural to get a bit nervous in the face of new technology. For instance, I remember what I went through in the early 1990s,...

• Watch Your Speed

  By Daniel Moisand

  My wife got a new car for Christmas. Planners often remind clients that there is a difference between a "need" and a "want." This car...