Wealth Manager Web October 2006

Cover Story

• Try Your Luck

  By Sherree Decovny

  Some maintain the estate tax is an effective way of redistributing wealth and encouraging charitable giving. Others argue that individuals who have worked hard to...

• Open for Business

  By Joseph Finora

  A tested business method, an established name, the opportunity to be your own boss, and a low failure rate. No wonder many clients are attracted...

• Standing Guard

  By Stan Luxenburg

  With drivers grumbling about gasoline costs and the consumer price index (CPI) climbing, this could be an intriguing time to consider inflation-protected funds. These funds...

• Pricing Matters

  By James Picerno

  The life of a middling manager isn't getting any easier, especially if he charges a premium. An ever-growing assortment of software and analytical metrics enhance...

• Forget the Bank

  By Mark Francis Cohen

  Seven years ago, investors were smitten with margin loans. They borrowed against their securities at a feverish pace and plowed the cash back into the...

• A Higher Standard

  By James Picerno

  Geronimo Financial is a small money manager with a big idea: Tear down the barriers for hedge fund investing. Not just a little, but all...

• Put It in Neutral

  By Britt Erica Tunick

  The creation of a portfolio able to weather any market conditions is the objective of market neutral investing. But the feelings financial advisors have about...

• Working It

  By Ann C. Logue

  Economists love a good tradeoff, and their all-time classic is between inflation and employment: As employers need more and more workers, they have to raise...

• The 15% Solution

  By Robert N. Gordon

  As most investors know, the Tax Act of 2003 lowered the tax rate for most dividends to 15 percent. But what about non-U.S. dividends? Are...

• Unplug Yourself

  By Erin Flynn

  You don't have to be thrown by odd terminology or science-fiction claims from product manufacturers. With some quick research, you can now better use your...

• Gimme Shelter

  By Elaine Robertson Demby

  Manhattan attorney Laura M. Twomey set up a qualified personal residence trust (QPRT) for a client couple with better than anticipated results. The couple's then...

• Protecting the Porsche

  By Bobbi Dempsey

  Like many who can afford to share his passion, George Girot has a split personality when it comes to cars. One persona sticks with his...

• The Long-Ranger

  By Brent Hicks

  Ron Kelemen may never retire--at least not in the traditional sense. He's having too much fun. While other veteran advisors are planning to sell their...

• The Invisible Rich

  By Bryce M. Sanders

  Target marketing and prospecting have become a lot easier since the arrival of the Internet. But you might accurately describe the challenges facing advisors using...

• Beyond the Telephone

  By Ed McCarthy, CFP

  The hype over collaboration technologies continues, but many financial advisors, particularly those in small and mid-sized firms, have taken a wait-and-see attitude before expending the...

• Rule Britannia

  By Vanessa Drucker

  Fee-only financial planning and wealth management emerged in the U.S. in their modern forms. But while U.S. pioneers remain at the profession's cutting edge, they...

• The Myth of Arrival

  By Laurie A. Helgoe

  Our society pins its hopes on "arrival"--the mythical point in time where you have everything once and for all. In case you haven't heard, there...

• Fear Factor

  By Daniel Moisand

  Fear is a powerful emotion that can be found just about anywhere when working with clients. Fear of inflation. Fear of market volatility. Fear of...