Wealth Manager Web June 2008

Cover Story

• Evolving Visionary

  By Nancy R. Mandell

  Ross Levin, the man behind The Wealth Management Index--the book and process that have influenced nearly a generation of financial advisors--is really a people person....

• Soft Landing

  By Vanessa Drucker

  When the equity averages began to teeter in 2000, Michael Martin turned 30 percent of his portfolios into zero coupon bonds. He hoped to obtain...

• NEWS FROM BUSINESS PARTNERS

  By Staff Writer

  An Acronym With Teeth The first edition of IMCA's Chartered Private Wealth Advisor designation program was so successful that the sequel is already sold out! After...

• Beltway Blues

  By James J. Green, AdvisorOne

  One of the undisputed benefits of possessing great wealth is that you control your life more than those less blessed. One of the undisputed roles...

• Hanging In

  By Stan Luxenburg

  It is hardly surprising that even in the recent market turmoil, convertible securities proved resilient. During the 12 months ending in February, convertible funds returned...

• Are REITs a blue light special?

  By J. Gibson Watson III, CIMA, Envestnet

  Let's face the facts: The subprime mortgage meltdown, the credit crunch, asset write-downs and the looming economic recession have resulted in increased volatility, financial market...

• But Will They Come?

  By Chuck Carlson, CFA

  Here's a bit of sobering news for the ETF industry. For the first quarter of 2008, only 27 new funds were introduced. That's only a...

• Spring Cleaning

  By Susan L. Hirshman

  If the first word that comes to mind when you think of spring is cleaning, we're not on the same wave length. Personally, I live...

• THE FINAL (SOCIAL) FRONTIER

  By James Picerno

  Harry Markowitz's 56-year-old portfolio-optimization theory may be middle aged, but it's forever young in the service of tackling the investment challenge du jour. An intriguing example...

• The Tao of Hedge Funds

  By Ben Warwick, Quantitative Equity Strategies

  This being our first monthly column on alternative investments and their appropriate use in the high-net-worth client's portfolio, it's only fair to start with a...

• Where High-Net-Worth Money Is Headed

  By Robert Huebscher

  Conventional wisdom dictates against market timing, while historical data demonstrates unequivocally that investors who maintain their asset allocations and investment strategies fare better than those...