Wealth Manager Web March 2009
Cover Story
Technology Curve
Faced with declining asset values and the prospect of a deep and prolonged recession, approximately 30% of a recently surveyed group of independent registered investment...
Cover Story
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To The Editor March 2009
When Lehman Brothers filed for bankruptcy in September of 2008, the Reserve Primary Money Market fund announced that its price per share had dropped below...
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Wired for Trouble
Technology that does more harm than good is a familiar sci-fi theme. For people who can afford the best, however, truth often proves scarier than...
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Presidential Promises
Tax-code changes have averaged one-per-day over the past eight years--with 500 changes in 2008 alone, National Taxpayer Advocate Nina Olson announced in her annual report...
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To Your Health
During 2008, health funds lost 23.3%, according to Morningstar. While shareholders may have seen little reason to cheer, the group did outdo the S&P 500...
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The Curious Case of Falling Bond Yields
The bear case for the dollar and 30-year government bonds is pretty easy to make: As deficits grow, and the U.S. continues to borrow heavily...
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ETF Trendsetter
Global Trends Investments' entrepreneurial investment approach appeals to business owners who make up the bulk of its high-net-worth client base, according to the firm's founder...
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Face Value
here is plenty of blame to go around for the financial meltdown of 2008. Culprits range from dozy regulators to feckless investors to consumers who...
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Treasury Strategy
Some market participants are concerned that as global financial markets normalize, investors will abandon low-yielding Treasuries in favor of more attractive options. Since most bond...
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Unintended Consequences
Today's tax law changes, volatile markets and low interest rates may unleash something that your client is not ready for--the law of unintended consequences. As...
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Supporting the CSA
The position of client service administrator (CSA) has not only become pervasive throughout the wealth management industry, but has also become the backbone of many...
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Bad Times, Good Timing
Trust: Clients seek it; you've earned it. But in the post-Madoff era, even established registered investment advisors are tainted by the public skepticism born first...
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Happy New Year?
Portfolio managers, advisors and investors alike were relieved to close the book on 2008 and look forward to a hopefully better 2009. Unfortunately, the impact...
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If the Shoe No Longer Fits
While investors and retirement accounts have felt the pain of the past year's massive stock market losses, non-profits have experienced a perfect storm with depreciating...
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Timing May Not Be Everything
For the past few months, I've expressed how current market conditions, combined with certain estate and tax planning strategies, can produce remarkable results. Depressed asset...


















