IRS a hidden winner in Big Six deals: CPAs may have to cash out stock of new clients
Partners at the soon-to-merge Coopers & Lybrand and Price Waterhouse may be doing more this summer than combining their files. They also could be realigning their personal portfolios.
Q&A: CRAIG LITMAN "DO I EAT MY COOKING? ABSOLUTELY"
Craig Litman was a mutual fund junkie before they blanketed Main Street. In fact, Mr. Litman and partner…
PFIZER IS A MONEY MANAGER FAVE, AND NOT JUST BECAUSE OF VIAGRA
Taking its cue from sales of the firm’s most popular product, Pfizer Inc.’s stock price has climbed rapidly.
WHAT, ME WORRY ABOUT ATOMIC TESTS? INVESTORS UNSHAKEN BY INDIA’S BIG BANG
The fallout from India’s nuclear test blasts may eventually land on the private sector, but investors aren’t in…
HOT DOGS, APPLE PIE AND ‘MORAL’ INVESTING FOR THOSE WHO VALUE U.S. VALUES
A nationwide network being organized by a Tennessee certified financial planner is targeting advisers that hew to “traditional…
EX-HONCHO: FUNDS BUOYED BY A LOT OF BULL: MONTGOMERY VETERAN SETS UP AS CONSULTANT
If the bull market tide weren’t raising all boats, many mutual funds would sink. That’s the view of…
DEAL WATCH: OH LORD, WON’T YOU BUY ME A MERCEDES DODGE . . . PLIGHT FOR VALUE FUNDS AS CHRYSLER STOCK SURGES ON $38B DAIMLER-BENZ DEAL
It’s been said the perfect car is styled by Chrysler, engineered by Mercedes and built by Toyota. Well,…
EMERGING MARKET FUND’S CALL STARTS MORE FEARS THAN IT STOPS: NERVOUS REP PHONES ADVISER TO CALM FEARS THAT HE DIDN’T HAVE
Curt Weil’s hand didn’t need to be held. But the telephone representative for Montgomery Emerging Markets Fund seemed…
MORE AGITA FOR ROBERTSON STEPHENS: DEALMANIA LEAVES PORTFOLIO HONCHOS FURTHER IN THE DARK
When BankAmerica Corp. announced last week it would sell off its investment banking arm, Banc America Robertson Stephens,…
LONG-TERM CARE INSURERS AGLOW, THANKS TO STOCK MARKET SURGE: TAX BENEFITS ALSO BOOST SALES OF NURSING HOME POLICIES TO THE ELDERLY
Favorable tax treatment and the stock market explosion have contributed to a jump in sales of life insurance…