| ARTICLES |
THE CLOCK IS TICKING
By Jeff Schlegel
How secure are your clients’ retirement plans? |
ENERGIZING YOUR PRACTICE
By Andrew Gluck
A far-out but inspiring approach for managing your life and business. |
THE EMERGING PROFILE OF WOMEN INVESTORS
By Tracey Longo
Eleanor Blayney is creating a new, national network of female CFPs. |
EMBRACING DIFFERENTIATION
By David Lawrence
A new and efficient way to market your financial practice. |
WORLDWIDE KINDER
By Mary Rowland
Planner George Kinder takes his life planning concepts to Europe, South Africa and beyond. |
SOME TAXES MAY NOT BE INEVITABLE
By Roy Diliberto
Reducing the tax disadvantages of investing in mutual funds. |
EVERY FAMILY HAS A STORY
By Karen DeMasters
Financial advisor Dan Juechter finds an unusual referral partner in genealogist Tina Martin.
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KEEPING THE LINES OPEN
By David J. Drucker
Not enough time in the day to keep in touch with your clients? Try these electronic shortcuts. |
TURMOIL BRINGS NEW BUSINESS
By Gail Liberman
Independent advisors are signing up new clients who are uneasy about
the stock market and unhappy with their money managers.
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THE OTHER SIDE OF THE LEDGER
By Joel Bruckenstein
Financial Crossing helps manage client liabilities. |
HARVEST IN AGRICULTURAL ETFS
By Marla Brill
Although a sharp pullback could be coming, some advisors think commodities are good long-term plays.
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INTO THE FRONTIER
By Eric Uhlfelder
Frontier stocks look suddenly attractive as developed economies slow, but exposure to these markets isn’t for everyone.
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THE REAL THING
By Ken Ziesenheim
Investment returns need to be evaluated after taxes, expenses and inflation—but few do that.
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REAL ESTATE VULTURE SWOOPS IN
By Marla Brill
Third Avenue’s Michael Winer sees bargains in pummeled real estate stocks. |
A HOUSE DIVIDED
By Eric Rasmussen
Sometimes, it’s not fair to be equitable, especially when leaving an estate to your kids.
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A TAXING SOLUTION
By Gregory Bresiger
Author Roger Lowenstein’s pitch for more government-financed health care and retirement benefits will make things worse. |
SELLING’S NOT A DIRTY WORD
By Don A. Connelly
Contrary to popular opinion, selling is important to our business. In fact, selling and advice-giving go hand in hand. |
