Wealth Manager Web March 2008

Cover Story

• Visual Thinking

  By Larry Chambers

  It's simple. It's obvious. And it's absolutely free! Learning to draw a simple map--similar to the visual maps the army relies on--can help you plan...

• When Size Matters

  By Stan Luxenburg

  When markets began slipping in 2000, large-growth shares fell out of favor. For seven years, investors shunned growth names and embraced value stocks. Then, with...

• Forex Is Hot

  By James Picerno

  Foreign exchange can be a quandary for investment strategy. Currencies generally suffer an expected return of zero in the long run, a shortcoming that raises...

• A Sign of the Times

  By James Picerno

  Mention the name Vanguard and while several images come to mind in the world of money management and fund companies, alternative investing probably isn't among...

• Passing the Buck

  By Peter D. Fleming

  It's impossible not to notice the weakness in the U.S. dollar in recent years. News reports regularly herald the dollar's decline against the Euro and...

• Universal Help

  By Richard J. Koreto

  Imagine if cars were as difficult to fix as computers. As it is, if you have a problem with your car, you take it to...

• Perfect Profiles

  By John Comer

  Michelangelo said, "I saw the angel in the marble and carved until I set him free." Like Michelangelo and his angel, some advisors can see...

• Getting Personal

  By Justin Daniels

  When it comes to actively managed funds, advisors may want to take a closer look at just what "actively" means. Some fund managers may be...

• Fresh Look at a Fresh Start

  By Janice Fioravante

  Welcome to the demographic squeeze: Older partners are looking to cash out shares; younger would-be partners are itching to buy in. The older partners deserve...

• VC: An Insider's View

  By Edwin A. Goodman

  Venture capital may be but a small star in the pantheon of investment alternatives, but thanks to its role in a number of huge business...

• Hey, Big Spender!

  By Laurie A. Helgoe

  You are having lunch with a group of acquaintances. Financially, you're in excellent shape. When the waiter asks if you want separate checks, do you...

• Upfront with the Back Office

  By Gwen Moran

  The computers were down at Keats, Connelly & Associates' Phoenix office, so one of the staff members placed a service call to the IT consulting...

• Setting Sail

  By Marie Swift

  "For me, "says Dan Gensler, "California has always been the golden land." Certainly, it has been a land of opportunity for the Wisconsin native who,...

• Core Tasks

  By Katherine Vessenes

  Financial advisors are always asking how they can dramatically increase their business. The answers are simpler than you think. I tell these advisors they need...

• Eye of the Beholder

  By Daniel Moisand

  It was a single line item on a simple financial disclosure form, but it may be the most loaded question that could be asked about...