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Financial Advisor
June 2005
Harold Evensky |
Evensky vs. Evensky The responsibility of a professional advisor, whether subject to NASD, SEC or State regulation, is to provide, in light of the client's unique needs, goals and personal circumstances, well-founded and credible advice regarding the suitability of a variable annuity.   |
Financial Advisor
June 2005
Timothy Kochis |
Letting Go Helping clients overcome financial and emotional barriers to diversifying concentrated stock positions. |
Financial Advisor
June 2005
Mitch Anthony |
Stairway To Heaven Mathematical and logical reasoning leads people toward making conclusions, whereas, emotional reasoning leads to people making decisions. It's time for financial advisors to present asset allocation in a manner that makes emotional sense. |
Financial Advisor
June 2005
Dorothy Hinchcliff |
The Retirement Boom The 2005 Financial Advisor Retirement Planning Symposium hears of scenarios and solutions for the coming boomer retirees. |
Financial Advisor
June 2005
Alan Lavine |
Market-Neutral Funds For Sideways Markets Inconsistent past performance means advisors must proceed with caution. Unfortunately, the funds with the best longer-term track records are closed to new investors. Nevertheless, their performance is worth noting in case they reopen. |
Financial Advisor
June 2005
Marla Brill |
Unlisted REITs Face Investment Challenges In the future, the ability of the nonpublic REIT industry to grow will depend not only on the continuing appeal of real estate as an investment, but on a proven track record of providing a steady, attractive level of income to retirees or those nearing retirement. |
Financial Advisor
June 2005
Jim Wiandt |
When Less Means More Index fund fee war kicks off in earnest as actively managed fees rise. |
Financial Advisor
June 2005
Darwin K. Abrahamson |
Avoiding Redemption Fees In 401(k) Plans Since it's indisputable that redemption fees are becoming entrenched within mutual funds at an accelerated pace, an obvious solution to avoiding redemption fees altogether is to invest in exchange-traded funds (ETFs). |
Financial Advisor
June 2005
Roy Diliberto & Mitch Anthony |
A Practice You Can Live With Don't let your financial advisory business become your master. |
Financial Advisor
June 2005
David J. Drucker |
Filling The Gaps In E&O For financial advisors, simply remembering to pay your annual E&O (errors & omissions) premium while going about business as usual may give you a false sense of security, not to mention some nasty surprises. |
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