Wealth Manager Web November 2007

Cover Story

• House Proud

  By Caren Chesler

  Jack Johnson thought he had it all figured out: 17 years ago, he placed his summer house in an irrevocable trust that enabled him to...

• Against the Grain

  By Stan Luxenburg

  In July, multisector bond funds struggled, losing a percentage point. The trouble stemmed from concerns about subprime loans and a sluggish economy. Worried about defaults,...

• Alive and Kicking

  By James Picerno

  Beta's been declared dead for so long, by so many, that it's tempting to dismiss the risk metric as a museum piece. Yes, it's hotly...

• Follow The Money

  By James Picerno

  Hunter Lewis is an unlikely candidate for questioning wealth in the world's pre-eminent bastion of capitalism. As co-founder of the 34-year-old global investment firm Cambridge...

• The Foreclosure Trap

  By Julian Block

  The newspapers have all tolled the sad news: As house prices flatten or decline throughout most parts of the country, more borrowers become "upside downers"...

• Farewell to the Expert

  By Staff Writer

  The first time I ever connected online from outside an office was in a small hotel in Bermuda. This happened around 1999, and it wasn't...

• Panic Prevention

  By Karen Kroll

  If any economic environment could put the theory of the "rational economic man" to the test, surely this would be one. At the end of...

• Business or Pleasure

  By Julian Block

  Legal secretary Fannie Hawkins paid $3,000 to Vantage Press, a vanity publisher, to publish a 56-page volume of her poetry, for which she was to...

• Hailing CABs

  By Bruce Fraser

  If you haven't formed a client advisory board by now--or at least had fleeting thoughts about creating one--you could be missing out on an elegantly...

• Cool Collars

  By Robert A. Isbitts

  How many advisors have clients concerned about growing their portfolios while at least partially protecting themselves against a really nasty drop? Actually, a better question...

• In God They Trust

  By G. Jeffrey Macdonald

  Investors have always prayed for profits, but a growing number are now making sure their fund managers, too, seek the guidance of a higher power....

• All About the Client

  By Marie Swift

  For Keith Cox of Premier Financial Management in Baton Rouge, La. (www.pfmretire.com), education is the key to being a good financial advisor. And even with...

• Foreign Affairs

  By Eric Uhlfelder

  In the summer of 1992 George Soros saw an unusual opportunity in the then rarified world of currency trading. A dozen years earlier, the European...

• The New Models

  By Edmond Walters

  You don't have to be a psychologist to know that in the end, customers get what they want. The financial services industry, however, is so...

• In Search of Meaning

  By Daniel Moisand

  Chaos. I have been a witness to chaos, my friends. I have heard the squealing, and I have seen the destruction. It may not have...