Word: planner
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Dates: during 2000-2009
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Excelsior Value & Restructuring also requires just $500 to get in--but has no front-end charge. Excelsior's fund manager, David Williams, looks for undervalued stocks and companies that are reinventing themselves. Vern Hayden, a financial planner based in Westport, Conn., says it's his favorite $500 fund, and given its smattering of companies in most major sectors, he would suggest it for nearly any portfolio...
Still, some corporations shy away from cruise meetings to avoid explaining them to their shareholders. Confesses a Connecticut-based meeting planner: "Even though the value is unbelievable, there still is a huge perception problem. Shareholders will say, 'How hard can they be working if they're on a cruise?'" About as hard as they're working when the meeting is at La Quinta. But that's another subject...
Government service is not new to Frazer. She previously served as director of African Affairs at the National Security Council. She also assisted the Joint Chiefs of Staff in the Department of Defense as a political-military planner...
Many families are choosing to bring in a mediator with financial expertise, reasoning that it's often easier for a child to learn from an outsider than from a parent. Financial planner Randy Siller, regional CEO at Sagemark Consulting, has found that the amounts requested by grown children tend to increase every year. So Siller suggests that the parents set time limits and this way gradually wean their children from dependence. For example, parents might offer to help out with $10,000 one year, $5,000 the next, and that's it. When clients of average means ask Stephen Mintz...
...bless her for trying something really daring: a sweet romantic comedy. Lopez's role in The Wedding Planner is as far from her typical persona as Doris Day is from Gladys Knight. This time she's Mary Fiore, a superefficient bridal manager who, minutes before the ceremony, can locate and subdue an absent father of the bride ("the FOB is MIA") but can't find a man for herself. Enter prince charming: Dr. Steve (Matthew McConaughey), who's handsome, funny and loves kids; he runs a local children's hospital. This being San Francisco, Steve must be gay, right...