Wealth Manager Web September 2006

Cover Story

• Bright Lights, Big Profits

  By Nancy Opiela

  In Mel Brooks' hit show "The Producers," down-and-out Broadway producer Max Bialystock and his accountant Leo Bloom scheme to raise more money than they need...

• Herding Instinct

  By Anita Dennis

  Why should advisors--and their clients--care about the workings of the Financial Accounting Standards Board? Howard Silverblatt, senior index analyst at Standard & Poor's, compares the...

• Sturdy Vessel

  By Stan Luxenburg

  The emerging markets of Asia and Latin America have been booming lately. During the three years ending in May, emerging market stock funds returned 35...

• The Weighting Game

  By Chuck Carlson, CFA

  I'm not talking about "weight" as in counting calories. I'm talking about understanding the difference between an ETF whose holdings are weighted based on market...

• Minting Money

  By James Picerno

  The quest for superior risk-adjusted portfolio returns knows no bounds in the 21st century. Investors routinely look beyond the traditional mix of stocks, bonds and...

• A Style All His Own

  By James Picerno

  There can never be too many choices when it comes to investment indices, judging by the insatiable appetite for new financial metrics and related products....

• Fill'er Up

  By Bennett Voyles

  The price of gas may be the best-known number in the U.S. economy, but it's also one of the most mysterious. Just who or what...

• Landed Gentry

  By Susan B. Weiner

  Financial planners counsel their clients on income, estate and gift taxes. But they often neglect residential property taxes. That may be a mistake. "[Property taxes...

• Getting Around

  By Mary Kathleen Flynn

  Two years ago when Taryn Berelowitz and her husband Gavin made the move from New York City to a New Jersey suburb, not only did...

• Straighten Up

  By Norman M. Boone

  You know from your experience as a financial planner that planning is important. You help clients develop a financial plan because people who set up...

• Mixing It Up

  By Gregory Taggart

  Here's the situation: Either you have already invested some of your clients' money in one or more hedge funds, or you've decided that investing in...

• Stumbling Blocks

  By Lynn O'Shaughnessy

  Last fall, Kiplinger's Personal Finance ran a story that featured a professional home remodeler who bought a fixer-upper with cash inside his Individual Retirement Account...

• T?te-?-T?te

  By Patricia J. Abram

  To move beyond a mere buzzword or chic but empty label, "wealth management" demands an in-depth consultative process that delivers affluent clients customized solutions across...