Elaine Robertson Demby

• AN ATTITUDE ADJUSTMENT FOR FLPs & FLLCs

  By Elaine Robertson Demby  |  October 1, 2008

  Until recently, David Weinstock, a principal with Weiser Capital Management in New York, was reluctant to recommend family limited partnerships (FLPs) to clients if the...

• Retirement Revised

  By Elaine Robertson Demby  |  May 1, 2008

  Remember when all retiring clients wanted was security, and all you had to do was convert the majority of investable assets into bonds? The assumption...

• For Their Eyes Only

  By Elaine Robertson Demby  |  February 1, 2008

  Boys will be boys. Brian Hamburger has a client whose employees used email to conduct "bar-stool" conversations--that is, the kind of conversations that really should...

• Getting Active

  By Elaine Robertson Demby  |  January 1, 2008

  Early in 2007, HSBC took a $6.3 billion charge because of exposure in the sub-prime mortgage market. Shortly thereafter Knight Vinke Asset Management announced it...

• MPT Revisited

  By Elaine Robertson Demby  |  September 1, 2007

  Is modern portfolio theory relevant to the new dynamics of retirement? Detractors and proponents are arguing the soundness of slavishly adhering to MPT once a...

• Clean Getaways

  By Elaine Robertson Demby  |  July 1, 2007

  Several years ago, advisor Barry Glassman, a senior vice president with Cassaday & Company Inc., in McLean, Va., took on two new clients: a flight...

• The Good Earth

  By Elaine Robertson Demby  |  May 1, 2007

  Throughout history, people have valued land for what they could do with it: Hunt on it; farm it; build a residence, office building or factory...

• A Steady Stream

  By Elaine Robertson Demby  |  February 1, 2007

  Recently Helen Modly advised a 70-year-old client to purchase an annuity--advice she would not have imagined herself giving 10 years ago. "Like a lot of...

• Market Cap--Farewell

  By Elaine Robertson Demby  |  January 1, 2007

  Proponents of passive investing like Roy Komack, president of Family Financial Architects, Inc., claim it produces better returns at less cost to clients, than actively...

• Soft Sell

  By Elaine Robertson Demby  |  December 1, 2006

  Soft dollars won't be going as far as they used to in the new regulatory environment which means that investment advisors may have to change...