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Money Without Matrimony, 9/13/2005 12:04:39 PM
Sheryl Garrett & Debra A. Neiman
Review by Kevin Adler
Political debate about same-sex marriage has raised awareness among unmarried couples of the legal limitations they face on their joint finances and making medical decisions for each other.
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The New Fiduciary Standard:The 27 Prudent Investment Practices for Financial Advisors, Trustees and , 9/13/2005 12:01:31 PM
Tim Hatton
Review by William Baldwin
NAPFA-Registered Financial Advisor

Registered investment advisor and industry consultant Tim Hatton wrote the New Fiduciary Standard to provide more specific guidance on fiduciary standards to complement the handbook, Prudent Investment Practices, that he co-produced with the Foundation for Fiduciary Studies and the AICPA.
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Assessing the Impact of Taxes on Mutual Fund Returns, 9/13/2005 11:57:22 AM
Alan Lavine
Consider keeping as much of your clients’ mutual fund investments in tax-deferred or tax-efficient investments as possible. Reason: Taxes on mutual fund returns are rising, according a research study by Lipper Analytical Services, New York.
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Practice Profile: Dan Roe, 9/13/2005 11:54:12 AM
Bridget McCrea
As one of the nation’s oldest financial planning firms, Columbus, OH-based Budros, Ruhlin & Roe, Inc., also ranks as one of NAPFA’s largest members.
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The Pros and Cons of Adding Qualified Plans to Your Practice, 9/13/2005 11:50:40 AM
Michael (Hal) Butler
When advisors look to grow their business, something that may appear as a great opportunity may turn out to be a potential problem. When you move away from your areas of expertise (into areas about which are familiar, but not necessarily expert), let caution be your guide.
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Second Opinion: Is Benchmarking Really a Good Idea?, 9/13/2005 11:46:39 AM
David J. Drucker
Advisors say clients are asking for benchmarks in portfolio reports, but should clients get everything they ask for?
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Practice Management Sessions Look at Cutting Edge, 9/13/2005 11:43:30 AM
Kevin Adler
NAPFA’s 2005 National Conference provided numerous sessions with practical advice on finding timely investment opportunities, succession planning, and using technology wisely.
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Mutual Fund Research: Impossible Task or Worthwhile Pursuit? , 9/13/2005 11:38:33 AM
Kathleen Cotton
Every quarter we perform our mutual fund research, following a definite procedure. But even with our diligent screening of funds, the best-looking fund can become the worst dog in our portfolio within 3-6 months. Because we do not want to rely totally on actively managed funds, we create a core/satellite type of equity portfolio.
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West Region Conference Preview: Grand Time in the Grand Tetons, 9/13/2005 11:33:52 AM
Kevin Adler
For the second year in a row, the West Region is starting NAPFA’s fall conference cycle with a comprehensive three-day program in a sparkling, world-class setting.
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Communication Techniques When You Are Away, 8/18/2005 6:11:41 PM
Nancy C. Nelson
This month’s column continues the theme that I developed in April: how NAPFA members communicate with clients when they are out of the office.
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