Wealth Manager Web January 2007

Cover Story

• Keys to the Kingdom

  By Bruce Fraser

  It was the English philosopher and statesman Sir Francis Bacon who said riches are for spending. The most recent Capgemini "World Wealth Report" claims there...

• Separate No More

  By Janet Aschkenasy

  Separately managed accounts aren't as separate as they used to be. Increasingly, these products are being paired with other investments as customers seek better performance...

• The Muni Junk Pile

  By Stan Luxenburg

  In the staid world of the bond markets, high-yield municipal funds have been enjoying their version of a roaring bull market. During the three years...

• The Big Chill

  By James Picerno

  Emerging markets equities have been a hot investment in the last few years, but a review of the longer run has cooled Jeffrey Troutner's enthusiasm...

• Market Cap--Farewell

  By Elaine Robertson Demby

  Proponents of passive investing like Roy Komack, president of Family Financial Architects, Inc., claim it produces better returns at less cost to clients, than actively...

• Core Tour

  By James Picerno

  How do you define a core equity exchange-traded fund? It's a simple question for a crucial subject, and it comes with increasingly nuanced (and controversial)...

• Bad News Bulls

  By Rosalyn Retkwa

  On October 9, 2006, news broke that North Korea had tested a nuclear bomb. After an early dip, the U.S. stock market ended the day...

• States' Rights

  By Beverly Harzog

  If you think sales taxes have been around for centuries, you're right. There was actually a consumption tax on cooking oil dating back to the...

• Too Much Money?

  By Erin Flynn

  When Google purchased YouTube, the video sharing site, for $1.65 billion in stock last year, the transaction raised eyebrows. YouTube was started by two guys...

• Art of Listening

  By Norman M. Boone

  We are fortunate to have a number of very well qualified advisors in our firm. We all have different styles, and I believe that is...

• The Farrell Philosophy

  By Bobbi Dempsey

  In the battle of the sexes, Warren Farrell takes no prisoners. In his opinion, "It seems like a simpler solution to blame men for the...

• Islamic Investing

  By Lisa Gray

  In 2005, upscale retailer Nordstrom's hosted a "fashion seminar" for Muslim women at their store in the Tysons Corner Center mall in McLean, Va. The...

• South of the Border

  By Melissa M. Kellogg

  Florida, Arizona, California, North Carolina--The United States has its fair share of pleasant places to live, work and retire. But Americans don't have to limit...

• Broken Vows, Solid Contracts

  By Gregory Taggart

  For many--if not most--love-struck couples, the words "prenuptial agreement" are anathema, a blanket so wet that it threatens to extinguish their burning love for one...

• Sell Yourself

  By Gary Wollin

  If you were a client speaking with your financial advisor, which of the following two remarks sounds better? 1. The more securities I get you to...