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Financial Advisor
May 2010
Raymond Fazzi |
GRAT Limits Likely A virtually foolproof way of passing assets to heirs would be restricted under a bill the U.S. Senate is considering.   |
Financial Advisor
May 2010
Alan Lavine |
Sizing Up Annuities In the wake of the recent financial meltdown, the income guarantees offered by annuities have become quite attractive. The payouts are appealing, but do your homework. |
Financial Advisor
May 2010
Edward K. Riley |
The Lost Decade Investor portfolios were torpedoed by over-diversification and unquestioning acceptance of the efficient market hypothesis. |
Financial Advisor
May 2010
Evan Simonoff |
The Untold Story Editor's Note: Clients' portfolios may be back to within a few percentage points of their all-time highs, but it's a small consolation to advisors facing lawsuits or arbitrations. |
Investment Advisor
May 2010 |
Thirty for Thirty Our list of the 30 most influential individuals in and around the planning profession over the last three decades. |
Investment Advisor
May 2010
Mike Patton |
Carpet Balming Linear projections set the stage for more advanced forms of projecting the future, and a new way for independent advisors to become risk managers. |
Investment Advisor
May 2010
Huxley & Burns |
Silver Lining Investors can limit fixed income losses due to rising interest rates by laddering individual bonds and holding them to maturity. |
Investment Advisor
May 2010
James J. Green |
Simple, Not Simplistic Tom Giachetti preaches a simple approach to compliance for advisors: Know what you need to do, but also what you don't need to do. |
Investment Advisor
May 2010
Robert F. Keane |
Asset Allocation This month's allocation numbers, from Gail Dudack. |
Investment Advisor
May 2010
Melanie Waddell |
Healthcare Reform and You The new healthcare law brings changes in taxes, investing, annuities, and health savings accounts. |
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