Richard Freeman

• At Morningstar Conference, Bill Miller and 'Monsters of Stock' Discuss Favorites

  By Kathleen McBride, AdvisorOne  |  June 25, 2010

  Conference concludes on opportunistic note

• 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...

• Gimme Shelter

  By Elaine Robertson Demby  |  October 1, 2006

  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...