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FundAlarm.com may not be a household name, but the Web site, founded by Roy Weitz in 1996, has an influence more powerful than the 125,000 user hits the site receives a month, (about a third of them are on the site's discussion boards). It is a...
The editors of Trusts & Estates are pleased to announce the addition of Jeffrey L. Evans to the advisory board's Investments Committee. Evans, whose article Rating the Quarterback starts on p. 29, is a consultant to the New York based Institute...
The market may have been flat for much of 2004, but it didn't affect investors' enthusiasm for mutual funds. Total assets in the nation's mutual funds grew by $177.5 billion, or 2.2 percent, to $8.1 trillion in December, according an Investment...
Robert Isbitts, president and chief investment officer of Weston, Fla.-based Emerald Asset Advisors, is re-examining his hedge fund investing strategy for his well-to-do clients. The problem? When he included the instruments in his wealthy clients...
Herd mentality has always been a powerful force in investing circles, and with billions of dollars now running to hedge funds, many clients might feel tempted to join the stampede. The fact remains, however, that hedge funds are not right for...
The smart money believes that once the retail investor gets hold of an investing strategy or individual security, it's time to sell. Sure enough, now that retail investors are able to partake of hedge funds in unprecedented numbers (thanks to the...
Wall Street worshiped large pharmaceutical companies for much of the past two decades, and for good reason: The big pharmas had it all rock-solid balance sheets, strong earnings and a seemingly endless pipeline of novel drugs. More recently, the...
In today's accelerated world, true long-term planning seems almost old-fashioned. Unfortunately, emphasis on the immediate creates the potential for shortsightedness when choosing an investment strategy. But savvy advisors can compensate for this...
Boris Leavitt amassed a fortune in the mail order business and left a contemporary art collection that was appraised at $12.4 million when he died in June 1996. One work alone, Willem de Kooning's was worth $9 million. At auction five months later...
On Oct. 28, 2004, a teleconference was hosted by Stephen Wolff of the Ashton Group in Newport Beach, Calif., on the subject of Priceless New Tax Ideas for Art Collectors. The speakers were Roy M. Adams of Sonnenschein, Nath & Rosenthal LLP in New...
