Wealth Manager Web May 2007

Cover Story

  • The Money Factory

    By Bennett Voyles

    Buying manufacturing stocks isn't at the top of many investors' to-do lists these days. With Detroit in seemingly permanent decline, and the manufacturing workforce facing non-stop...

  • Pacific Overtures

    By Stan Luxenburg

    Japanese stocks have long trailed other Asian markets. During the five years ending in February 2007, the average Japan fund returned 12.9 percent annually, while...

  • Leveraged Tricks

    By Chuck Carlson, CFA

    Does this sound familiar? You have a prospect who has worked in the technology sector for 25 years. The equity portfolio she wants you to...

  • Malkiel Speaks

    By James Picerno

    Endorsing indexing required something of a leap of faith (and perhaps a bit of ego) in the days when Nixon was in the White House,...

  • Ingenuity Risk

    By James Picerno

    The outlook for the capital markets and the economy may be clouded, but the climate for launching exchange traded funds looks bright and clear! In...

  • The ETF Parent

    By Mark Francis Cohen

    "There are few cases," Edgar Allen Poe once wrote, "in which mere popularity should be considered a proper test of merits." That's the sort of...

  • The Dow Blues

    By Christopher M. Wright

    On February 27, the DJIA suffered a 416-point loss--the seventh largest point drop in history. Nerves frayed, and markets around the world sold off. Was...

  • Split Decisions

    By Julian Block

    Generally, the Internal Revenue Service says "no" to tax deductions that might ease the pain of divorce. The agency has no sympathy for the legal...

  • Help Yourself

    By Richard J. Koreto

    A company may have the largest, best-trained group of employees manning its help desk, but it still can't be all things to all customers. That's...

  • Helping Hands

    By Norman M. Boone

    What if you had someone in your office who could pick up when you had extra work, who could help you harness some of the...

  • Exit Myths

    By Patrick A. Ungashick

    As an advisor, you have a quiver full of legal and financial strategies to help clients disengage themselves from their closely held businesses. However, these...

  • The Pursuit of Success

    By Ellen Uzelac

    In his autobiography, The Pursuit of Happyness, Chris Gardner writes about selling his blood for money, sleeping under his desk at Dean Witter or in...

  • Best Practices

    By Staff Writer

    Think of it as the bible of your practice, not merely a routine operations manual that spells out office policies, vacations, HR rules and whose...

  • Getting Personal

    By Ed McCarthy, CFP

    Several years ago, a successful entrepreneur approached me about ghostwriting his autobiography. His goal was to share his business acumen and personal values with employees...

  • Letters

    By Staff Writer

    It seems as if there has been a lot of negativity swirling around the concept of "fiduciary" lately, with advisors from many different camps speaking...

  • The Art of Selling

    By Gary Wollin

    Wealth managers who achieve the highest income levels are not only consultants; the most successful among us are salespersons, too. Yet far too many of...