Jerry Miccolis

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  Tips to Manage Personal Wealth in Volatile Markets: NAPFA

  By Joyce Hanson, AdvisorOne  |  October 31, 2011

  AdvisorOne offers top tips culled from speakers at NAPFA’s Practice Management & Investments conference in Brooklyn. Topics include risk management, behavioral finance and macroeconomics.

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  Bob Veres Leads FPA Panel: Updating Portfolio Strategies Since the Crisis

  By John Sullivan, AdvisorOne  |  May 6, 2011

  At FPA retreat in Florida, conventional wisdom and traditionally held biases get thorough vetting.

• RISK MANAGEMENT REDUX

  By James Picerno  |  January 1, 2009

  True learning only comes through pain, Aristotle observed. If that's the case, investors endured one heck of an education last year. The source of their...

• Forex Is Hot

  By James Picerno  |  March 1, 2008

  Foreign exchange can be a quandary for investment strategy. Currencies generally suffer an expected return of zero in the long run, a shortcoming that raises...

• Decisions, Decisions

  By James Picerno  |  September 1, 2007

  Asset allocation is a cornerstone of strategic portfolio design, but is its value diminished if everything is running higher? There's reason to wonder after a lengthy...

• Get Your Arms Around It

  By Staff Writer  |  October 1, 2006

  In a conversation late in August that formed the basis for an interview in this issue, I asked Jerry Miccolis, a CFA, CFP, and an...

• Harvest Time All the Time

  By James J. Green, AdvisorOne  |  October 1, 2006

  Financial planning, tax management, and investment management. At Brinton Eaton Wealth Advisors, a fee-only firm in Morristown, New Jersey, says Jerry Miccolis, a senior financial...

• Plugged In

  By Britt Erica Tunick  |  July 1, 2006

  If exposure to technology has bee n driving your clients' portfolios up ward, you probably have teenagers to thank. The ubiquitous Apple iPod, launched in...

• Mixed Messages

  By James Picerno  |  July 1, 2006

  Modern portfolio theory says correlations matter, but there's no consensus about what that means for day-to-day money management. If there's debate about how to exploit correlation...