Wealth Manager Web March 2007

Cover Story

• Data Distiller

  By Ed McCarthy, CFP

  Carol C. Pankros, CFP, was facing the downside of success. By 1995, she realized her 10-year-old firm, CCP, Inc. Financial Planning Services in Palatine, Ill.,...

• Pick and Choose

  By Stan Luxenburg

  Many growth investors began 2006 full of optimism. After trailing value stocks since 2000, growth shares seemed due for a revival. But growth stocks continued...

• Safety Nets

  By Eric Uhlfelder

  After releasing third-quarter results during the last week of October, Telenor, the once stodgy Norwegian telecom service provider, saw its stock soar 13.2 percent on...

• Back to the Future

  By Chuck Carlson, CFA

  Consider the well-known "Super Bowl" indicator: Folk wisdom says that in years when the Super Bowl winner is a team from the original National Football...

• Is Broader Better?

  By James Picerno

  ETF launches have become routine in the 21st century, especially when it comes to targeting ever narrower slices of the capital markets. But two new...

• Red Ink Redux

  By James Picerno

  In the 1980s, the U.S. began posting large, chronic trade deficits. Pundits at the time warned that the trend was unsustainable and that an economic...

• New Kids in Town

  By Robert Margolis

  Some in the business world shook their heads last January when House Ways and Means Chairman Charles Rangel (D-N.Y.) was offered a fundraiser by a...

• ESOP Fables

  By Timothy P. Speiss, EisnerAmper, Timothy P. Speiss

  You already know that owners of small businesses can mean big business for you. But are you aware of the tax-planning strategies--some unique in their...

• Inside e-Filing

  By Janice Fioravante

  It's a dubious advantage: In theory, the IRS can save so much money as more people rely on e-filing, that it will be able to...

• On the Record

  By Norman M. Boone

  I spent several days over the recent holidays with my parents--my dad, 87, and mom, 86. I'm lucky that they are both still around and...

• Pink Floyd on Wealth

  By Laurie A. Helgoe

  You hear that catchy bass guitar line, the ringing of coins, and you're turning up the sixth track of your Pink Floyd Dark Side of...

• A Sly Deduction

  By Eric L. Reiner

  When Marvin Rotenberg sits down with people who have recently inherited a big-balance individual retirement account, they get an earful. Certainly Rotenberg, the director of...

• Out of Site

  By Lisbeth Wiley Chapman

  Recently, an advisor who knew his Web site was not up to par took it down completely. Although he planned a total makeover, he was...

• Fiduciary Facts

  By Morris Armstrong

  Many years ago, an attorney proposed what is perhaps the most succinct understanding of the term fiduciary that I have ever encountered. He said, simply,...

• Reward of Risk

  By Gary Wollin

  When clients tell us that they're worried about risk, what, exactly, are they talking about? Well, if they were watching television during the dot-com bust,...