Investments with A Nice Bouquet…

November 2000
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p31
Academic Journal
The article focuses on the increasing need of financial planners to be knowledgeable in a variety of investment alternatives for their clients. Financial planners this 1990's need to be knowledgeable not only in mutual funds but also in a variety of investment alternative, such as in individual stocks, stock options, exchange traded funds, equity collars, venture capital, real estate investment trusts, and hedge funds. However, a new asset category arises and this include cabernet sauvignon, merlots, pinot noirs, Bergundies, and other wines. A Reuters article stated that millionaires this year, such as the California's Silicon Valley high technology executives, are spending large amount of money on cult wine.


Related Articles

  • new products.  // Financial Planning;Aug2005, Vol. 35 Issue 8, p52 

    Introduces several investment products launched by various financial planning firms in the U.S. as of August 2005. Value Plus Real Estate Investment Trust from Lightstone Securities; Simple LTC Solution insurance from Penn Treaty American Corp; American Franchise Fund mutual fund from Van...

  • GUIDING THE AFFLUENT WOMAN. McBreen, Catherine S.; Walper Jr., George H. // On Wall Street;Dec2007, Vol. 17 Issue 12, p61 

    The article reports on the results of a study on affluent women investors conducted by Spectrem Group. It discusses the changes in the level of education among women in general and well-to-do ones in particular. The study revealed that women are less interested in international investing, real...

  • Value investing pick of local finacial investors. Grupe // San Diego Business Journal;02/15/99, Vol. 20 Issue 7, p3A 

    Reports on developments related to finance in San Diego, California as of February 15, 1999. Profitability of real estate investment trusts; Naming of International Small Cap Growth Fund as the number one performing mutual fund in the area; Mission Ventures' raising of a $63 million in venture...

  • A Keynote from the Future. Veres, Bob // Journal of Financial Planning;Jun2002, Vol. 15 Issue 6, p22 

    The article revisits the financial planning profession in the U.S. from a futuristic point of view. The year 2002 was a unique transitional point where our society switched from one primary form of investing to another. People then were still investing in mutual funds, but the limitations of...

  • YMCA Retirement taps into REITs for first time.  // Pensions & Investments;9/29/2003, Vol. 31 Issue 20, p35 

    New York City mutual fund YMCA Retirement Fund plans to invest in REIT company for the first time, as of September 29, 2003. The $3.4 billion plan will initially put around 2% of total assets into real estate, with some of the allocation going into a direct investment program.

  • Traditional Brokers, Unusual Products. Chapelle, Tony // On Wall Street;Sep2004, Vol. 14 Issue 9, p50 

    The article discusses high-end , high-octane investments products for high net-worth clients. Total value of the hedge fund assets in the U.S.; Firms that offer real estate private equities; Advantages of investing into leveraged funds.

  • Start-ups face heavy conversion cost.  // Estates Gazette;5/20/2006, Issue 621, p55 

    The article reports on the need for a real estate company planning to convert into a real estate investment trust (REIT) to pay a 6% tax in Great Britain. Eversheds partner Ronald Paterson comments on costs associated with REIT conversion; According to him, investment trusts and venture capital...

  • Reits turn up the heat. Owen, Mike // Money Marketing;8/24/2006, p56 

    The author reflects on the introduction of the real estate investment trusts (REIT) into the British market on January 1, 2007. Financial advisers are aware of the low correlation benefits of commercial property in balanced portfolios. The author sees competitive returns from commercial property...

  • A Mutual Decision...  // Journal of Financial Planning;Aug1997, Vol. 10 Issue 4, p15 

    This article reports that financial advisors were less enamored with mutual funds in 1996. According to a survey by Cerulli Associates Inc., mutual funds made up 20.3 percent of the advisors' assets under management at the end of 1996, versus 22 percent at the end of 1995. The difference was...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics