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ADVISOR FOCUS - a newsletter from globeadvisor.com
8 June 2004

Current Issue | Subscribe to Advisor Focus | Back Issues


SPOTLIGHT: Pitfalls of Joint Ownership

Joint Ownership can Lead to Problems
Tax expert Tim Cestnick points out four serious drawbacks to joint tenancy:

  • Unintended distribution of assets
  • Loss of control over the asset
  • Creates a tax on residence
  • Joint tenancy cannot be undone

Read Cestnick's full report.


MUTUAL FUNDS: DSCs...Shifting Fundscape...

  • DSCs on Way Out
    Sales of deferred sales charge funds reportedly account for half of mutual fund sales - down from about three-quarters just a few years ago. The main reason for the decline is that DSCs limit portfolio flexibility. Fund Analyst Dan Hallett, CFA, explains.
     
  • High-yield Plays Dominate Fund Sector
    Highly concentrated sector funds are rapidly making way for funds focused on high-yield and long/short funds. Keith Damsell explains.
     
  • You'll Have to be Creative to Profit from High Gas Prices
    Despite high prices at the pumps in recent weeks, energy stocks and funds have stalled. What's an investor to do? Read Rob Carrick's report.

TODAY'S PAPER: RBC's Woes...OSC Shows Teeth...


IN MEMORIAM: Remembering Ronald Reagan