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Russ Wiles

Russ’s Recent activity

Investment Insight: Slump Solidifies Adviser Role
May 01, 2001
Falling stock prices have shaved stock-fund assets, yet sales themselves have softened only modestly. Most brokers probably don't feel particularly buoyant right now, given what's been happening in the stock market...
Investment Insight: Eliminating Withdrawal Pains
Apr 01, 2001
If you haven't conducted many retirement plan checkups with clients lately, now's a good time to start. Important new withdrawal rules promulgated by the Internal Revenue Service in January are prompting many investor...
Best of the Class
Jun 01, 2000
Which mutual fund share class is best for clients?The right answer is elusive. It depends on the size of the investment, the holding period and the likely return. And neither performance nor holding period can be...
The Perfect Host
Oct 01, 1999
You want to make a good impression with clients, so you upgrade your wardrobe, polish your speaking skills and refine your mannerisms. But what about your office? What does it say about you?Your furnishings, desk...
Bittersweet Slice
Sep 01, 1999
Up until a few months ago, asset allocation and diversification were unappetizing ideas. For several years, the upside action was in a select group of large-cap growth and dot-com stocks.But starting in early spring...
Thorny Issues
Jul 01, 1999
A 20-something construction worker walked into Jeff Young's office with the idea of starting an investment plan. But in the course of collecting basic personal information, Young soon learned that the man--a referral...
Variable Confusion
Sep 01, 1998
The latest generation of variable annuities offers more investment options with new wrinkles, such as nursing home waivers, and a formidable array of cost structures that only actuaries could devise.Difficult as the...
Tax Crazy
Mar 01, 1998
A late-year slide in Asian stock markets led to a 9.4% loss for the $2.3-billion Templeton Developing Markets I fund in 1997. But you wouldn't know it from the tax statements the company sent to shareholders.Despite...
Merrill Lynch's Hearing-Impaired Service
Feb 01, 1998
Christopher Sullivan is one brokerage official who wishes he had more competition.Sullivan runs Merrill Lynch's program for deaf and hard-of-hearing investors--a program that's unique in the range of services it...
Annuities or No?
Jan 01, 1998
The Taxpayer Relief Act of 1997, approved last August, didn't specifically mention variable annuities. But by cutting capital gains rates, it gives unsheltered alternatives a more level playing field. And the Roth IRA...
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