portfolio:
laura zavetz
marketing and editorial
design and art direction
marketing:
fund raising brochure
for randall’s island
fund-raising gala
invitation
bloomberg
core products brochure
merrill lynch
international private
banking group
spectrum of services
brochure
bloomberg
trading system
folders
bloomberg press
catalogs
bloomberg
recruitment brochure
merrill lynch
international private
banking group
capabilities brochures
merrill lynch
retirement management
service capabilities
brochure
merrill lynch
private client group
invitation
wealth manager magazine
media kit
merrill lynch
private client group
newsletter
merrill lynch
newsletters
bloomberg
holiday party invitation
family wealth alliance
research report
merrill lynch
international private
banking group
newsletter
bloomberg personal
finance magazine
brochure
editorial:
wealth manager
magazine
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it was twenty years ago when “Determinants of
Fund Performance” by Gary Brinson, Randolph Hood,
and Gil Beebower put asset allocation on the map by
finding that how assets were allocated accounted for
93.6 percent of portfolio performance. (See “20 Years
Later,” March 2006.) Asset allocation models quickly became the rock upon which advisors built their practice
and traditionally have implied a one-time decision on
the ideal division between equities and bonds, a commitment to a buy-and-hold strategy, and an annual review to re-balance the portfolio if percentages strayed
significantly from the original targets.
Today, just how much asset allocation accounts for
40
april 2006
w e a lt h m a n a g e r
BY NaNCY
Opiela
i llustrations by David plun ke r t
w w w. w e a lt h m a n a g e r m a g . c o m
april 2006 41
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investment strategies
By Alan Gersten
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grow, and takes
on new meaning in
today’s world.
november 2006
w e a lt h m a n a g e r
: F M < I J K F I P
58
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w w w . w e a lt h m a n a g e r m a g . c o m
feature spreads from
wealth manager magazine
november 2006
59
tax-efficient investing
BY nancY opiela
Roth 401(k)s
are a new
route for
clients who
anticipate
higher taxes
in retirement.
?
COVer StOrY
T he Ar t of Giv ing
or
But employers
are unlikely
to jump on
the Roth
bandwagon in
the near future.
later
Advisors help
clients cultivate
their gardens, but
they should also
help them share
the rewards.
36
february 2006
Illustrations by anthony fre d a
w e a lt h m a n a g e r
w w w. w e a lt h m a n a g e r m a g . c o m
february 2006
37
By Anita Dennis
m ay 2 0 0 6
w e a lt h m a n a g e r
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w w w. w e a lt h m a n a g e r m a g . C O m
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PLUG
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Forget the vaguely deFined
But exciting dot-coms oF yesteryear. today’s technology
companies may Be Boring, But
they’re looking proFitaBle.
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38
j u ly / a u g u s t 2 0 0 6
w e a lt h m a n a g e r
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Uni n
By Alan Gersten
not every couple
can, or wants to,
obtain a piece of
paper legalizing
their union.
These clients have
special financial,
tax, and estate
planning needs.
And often special
emotional needs
as well.
february 2006
w e a lt h m a n a g e r
I l l u st ra t i o n s b y N i c k D ew a r
w w w . w e a lt h m a n a g e r m a g . c o m
feature spreads from
wealth manager magazine
State
of the
52
P h o to g ra p h s by Rodney Smith
w w w. w e a lt h m a n a g e r m a g . c o m
february 2006
53
novembeR 2005
87
wealth manager
strategies series