Giving Odd Lots To A Good Cause
Dec 01, 2007
Financial Advisors may discuss charitable giving with clients for the same reason that most people choose to give in the first place: It's the right thing to do. But you can use that discussion to clean up your client's portfolio and simplify your...
Sell Now To Save Clients Later
Dec 01, 2007
As the Dow Jones Industrial Average blasted to record highs recently, everyone but the short-sellers celebrated the accomplishment. While the day-traders danced amid confetti, older shareholders with a longer-term relationship to their stocks...
Moving Markets: Robert W. Baird
Nov 01, 2007
Here's one way to evaluate equity research: Measure the impact it has on stock prices. Bespoke Investment Group, a financial research firm, did just that, and apparently, Robert W. Baird takes top honors. Out of 16 firms, Baird's upgrades impacted...
Bonds Are Bad For Retirees
Nov 01, 2007
For decades, most financial advisors have clung to a central belief about asset allocation: The older you are, the more fixed income you should hold. Retirees should gradually shift away from equities, and into bonds, the thinking goes. That way...
No Pain, No Gain
Nov 01, 2007
Most clients wouldn't question the superiority of a 10-percent return over a 5 percent one. Or would they? For some accounts, it's not so much where they end up, but how they got there. Reporting gross returns even when they're not so gross gives...
Wish List: Financial Makeover
Nov 01, 2007
A regal room, the perfect suit, a six-pack or an unassailable nest egg? Lucky for you, most people want the last thing on that list the most. At least, that's the implication of a report recently released by SIFMA and Artemis Strategy Group...
The Retirement Savings Heretics
Nov 01, 2007
How Much Money Will I Need in Retirement? What's the number? Ask any financial advisor and he will offer you this rule of thumb: To live in retirement at your current standard of living, you will need about 75 percent of your pre-retirement income...
Growth Investing, Bloodlessly
Nov 01, 2007
Ah, the benign indifference of numbers. If only we could regard them with a cold heart. Nearly every professional money manager claims that he does, that he invests bloodlessly that is, coolly and analytically taking positions according to his...
Mutual Funds The Wealthy Prefer
Nov 01, 2007
Hedge Funds, private equity and other investments may be an emerging playground for the rich, but mutual funds still have their place in the hearts of the moneyed set. Of course, some funds get more love than others. According to the Luxury...
The Next 401(k) Plan
Nov 01, 2007
When 401(k) plans appeared in the 1980s, some Wall Street observers hailed the accounts as an innovative step in the evolution of capitalism: opening the capital markets to the small saver. Blue-collar workers could now buy and sell stocks and...
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