Wealth Manager Web July 2007

Cover Story

• Clean Getaways

  By Elaine Robertson Demby

  Several years ago, advisor Barry Glassman, a senior vice president with Cassaday & Company Inc., in McLean, Va., took on two new clients: a flight...

• Power Up

  By Stan Luxenburg

  When Enron filed for bankruptcy in 2001, utilities funds collapsed--losing 21.1 percent for the year. The losses continued in 2002, as investors worried that power...

• ETFs Get Bonded

  By Chuck Carlson, CFA

  Here's a news flash: Your clients are getting older! That certainly may be stating the obvious, but it's an obvious statement that has wide-ranging implications...

• The Diesel-Powered Portfolio

  By Stephan Cassaday

  What was most striking to me when talking to advisors and panelists at a recent conference was the almost doctrinaire use of the 4 percent...

• Indexing Junk

  By James Picerno

  It was easy to overlook the news amid the avalanche of ETF launches. But recognized or not, the April launch of the new Barclays iBoxx...

• Tax Factors

  By James Picerno

  Asset allocation is tough enough without introducing the complicating effects of taxes into the equation. So, why do it? Because reality demands no less, says...

• The Greenspan Inn

  By Hesh Reinfeld

  Did you see the press release? Alan Greenspan purchased a B&B in Vermont for $3.8 million. I decided to try it. The reviews said that...

• The Tax of My Tears

  By Cheryl Rosen

  When H&R Block ordered 25,000 packs of tissues this tax season, who could resist the image of teary-eyed taxpayers weeping over the money they owe?...

• Wasted Time

  By Richard J. Koreto

  he big question from office workers too young to have known a world without personal computers and the Internet is: "How could you be productive...

• The Parent Trap

  By Dan Taylor

  You can't open a professional BUSINESS publication these days without hearing that we're approaching the greatest transfer of wealth in recent history, and that there...

• Reflections of a Honeymoon

  By Linda Lubitz Boone

  We were married this past April in Sedona, Ariz. Our honeymoon destination was Florblanca, a resort on the northern Pacific coast of Costa Rica. Apart...

• Dead Man Earning

  By Caren Chesler

  As the only living relative of a famous rock star, "Kimberly" never had to work a day in her life. She could always count on...

• Green Acres

  By Bobbi Dempsey

  When most people think of the wealthy, they automatically envision a Manhattan penthouse or equally metropolitan locale. And while it's true that big cities often...

• Not the Beardstown Ladies Clubs

  By Bruce Fraser

  Wary of Wall Street and the hard sell, some ultra-wealthy private investors are seeking another path by connecting with one another to manage money and...

• Connecting Professional Dots

  By Gregory Taggart

  True story: At the church I attended as a college student, a young life insurance agent was in charge of handing out the programs to...

• The Retirement Boom

  By Elizabeth Wine

  Who knows how many forests have been felled to produce the never-ending flow of articles about the influx of Baby Boomers reaching retirement age--the first...

• Time to Terminate

  By Joni Youngwirth

  An advisor called me recently to discuss a problem he was having with an employee. He proceeded to talk about errors the employee was making,...

• Letters to the Editor: More on ETFs

  By Tom Dorsey

  Great article on ETFs ("Ingenuity Risk, May, page 54). Well-presented with no bias. This is what is always needed when articles are written for the...

• It's About the Image

  By Larry Chambers

  What's the first image that comes to mind when you hear any mention of our Veterans' Administration? Understaffed? Ineffective? Outdated? Bureaucratic? How would you like...

• Your Word/Your Bond

  By Gary Wollin

  How many people do you know who would play poker with you? For money? Over the telephone? And let you deal the cards? Imagine how...