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REP. December 2011

Browse articles from the December 2011 edition of REP. Magazine.

COVER STORY

FEATURES

INVESTING

  • Dec. 1, 2011
    article
    REP.

    Big Cap Resurgence?

    Instead of fleeing large-cap funds, investors should be buying....More
  • Dec. 1, 2011
    article
    REP.

    Protecting Your Stocks from Mr. Volatility

    What hedging strategy best combines simplicity and capital efficiency?...More
  • Dec. 8, 2011
    article
    REP.

    Cashing In

    While holiday retail sales have an immediate and obvious impact on retailers, they also affect retail real estate investment trusts (REITs), the companies that own the regional malls and shopping centers where retailers operate. In fact, the amount of money Americans spend during the holidays can have both a short- and long-term impact on retail REITs....More
  • Dec. 1, 2011
    article
    REP.

    Forensic Analysis

    Banks' stated earnings don't mean much....More

THE PRACTICE

  • Dec. 5, 2011
    article
    REP.

    How to Bust Out to a Fee-Only Model

    Pat Howley plans to cut the cord and become a fee-only advisor — only he's not rushing it. Howley left Wachovia two years ago, after 20 years at A.G. Edwards, to join the Moneta Group, an RIA in St. Louis, determined to drop his Series 7. But, with 60 percent of his business in commissions, he knew it couldn't happen right away....More
  • Dec. 1, 2011
    article
    REP.

    A Good Marriage: Life Insurance and Annuities

    This niche combo product provides guaranteed lifetime income to the beneficiary. It's a great option for clients with poor performing universal life and can be used in prenuptial or buy-sell agreements, and for fulfilling alimony payments....More
  • Dec. 1, 2011
    article
    REP.

    Colleges Love Rich Students

    The full tuition paid by less qualified wealthy students allows colleges to admit highly talented low-income students....More
  • Dec. 1, 2011
    article
    REP.

    Target Date Funds: On the Mark After All?

    The approach can overlook important investment issues....More
  • Dec. 1, 2011
    article
    REP.

    A Reminder on RMDs

    Clients need your help and expertise when taking required minimum distributions from IRAs....More

OPINION

REPORTS

  • Dec. 1, 2011
    article
    REP.

    Think You're Too Smart to Be Scammed? Guess Again

    FAs can be vulnerable....More
  • Dec. 1, 2011
    article
    REP.

    Tell It to the Tab

    Size matters A Spectrem Group survey last summer of 2,500 people who contribute to a defined contribution savings plan found that the electronic tablet, with its larger screen, was preferred to smartphones for a range of financial activities. Consumers ......More
  • Dec. 1, 2011
    article
    REP.

    Blotter: December 2011

    Ponzi Classic Post-Madoff, there is no shortage of Ponzi schemes. The SEC alleges that Garfield M. Taylor defrauded more than $27 million from about 130 investors in a Ponzi scheme perpetrated from 2005 to 2010. Taylor promised 20 percent annual returns ......More
  • Dec. 1, 2011
    article
    REP.

    Cold Call: December 2011

    Founder and managing principal, SageView Advisory Group, Irvine, Calif....More
  • Dec. 1, 2011
    article
    REP.

    Mutual Funds Remain King

    FAs taste for funds is stronger than for ETFs....More
  • Dec. 1, 2011
    article
    REP.

    Comings & Goings: December 2011

    Peak Advisor Alliance, an FA coaching and resources program led by RIA advisor Ron Carson, has hired two new executive business coaches, Vickie Seitner and Scott Wood. Seitner founded her own coaching company prior to coming to Peak, while Wood was ......More
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