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Thomson Financial
Senior Consultant, Vol. 8, No. 5:
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Industry Waiting For The Other Shoe To Drop: Will Brokers, Who "Are" Providing Advice, Be Held To A Fiduciary Standard?
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The Business Purpose Statement: How To Use Your Values To Differentiate Yourself
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Professionals Succumb to the Opiate of the Common Investor: Where Can an Investor Find a True Guru to follow?
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Is Your Wealth Management Team a 10?
2006
The Monitor: November/December 2006
(PDF, requires IE)
The Monitor: September/October 2006
The Monitor: July/August 2006
The Monitor: May/June 2006
The Monitor: March/April 2006
The Monitor: January/February 2006
2005
The Monitor: November/December 2005
The Monitor: September/October 2005
The Monitor: July/August 2005
The Monitor: May/June 2005
The Monitor: March/April 2005
The Monitor: January/February 2005
2004
The Monitor: December 2004
(PDF, requires IE)
Tax-Efficient Investing
(PDF, requires IE)
Irrational Exuberance and Behavioral Finance
(PDF, requires IE)
Financial Modeling of Withdrawals From an Endowment Portfolio
(PDF, requires IE)
Market Efficiency and Active Management
(PDF, requires IE)
Global Demographics: An Economic and Geopolitical Time Bomb
(PDF, requires IE)
Finding a Financial Professional You Can Trust
(PDF, requires IE)
The Facts About Investing: An Unbiased Approach to Managing Your Assets
(PDF, requires IE)
The Investment Policy Statement: A Shield Against Fiduciary Liability in 401(k) Plans
(PDF, requires IE)
Mutual Fund Family Fiduciary Rankings
The Industry’s Dirty Little Secret
When is a Financial Planner an Investment Fiduciary?
More Than a Matter of Trust: The CPA’s Role in Restoring Investor Confidence
The Link Between Pension and Investment Reform
Mutual Fund Family Fiduciary Rankings
Guide to SEC Probe of Consultant Pay-to-Play Schemes
In the Fiduciary's Chair: How You Can Reduce the Risk of Collateral Damage
Roles and Responsibilities of the Investment Fiduciary
Guide to SEC Proposal for Required Code of Ethics
Using the Power of Currency to Add Return
(PDF, requires IE)
Hedge Funds: Too Much of a Good Thing?
Looking Beyond Perpetuity: Customizing a Private Foundation
It's Not What a Hedge Fund Earns, but What You Keep
Why Dividends Matter
Earning Income to Live On
Trimming the Tax Toll
Harnessing Low Correlations
The Week that Was
2005
LaSalle Bank: The Week that Was (August 5, 2005)
(PDF, requires IE)
LaSalle Bank: The Week that Was (July 29, 2005)
LaSalle Bank: The Week that Was (July 15, 2005)
LaSalle Bank: The Week that Was (July 8, 2005)
LaSalle Bank: The Week that Was (June 10, 2005)
LaSalle Bank: The Week that Was (June 3, 2005)
LaSalle Bank: The Week that Was (May 13, 2005)
LaSalle Bank: The Week that Was (May 6, 2005)
LaSalle Bank: The Week that Was (April 29, 2005)
LaSalle Bank: The Week that Was (April 15, 2005)
LaSalle Bank: The Week that Was (April 8, 2005)
LaSalle Bank: The Week that Was (March 11, 2005)
LaSalle Bank: The Week that Was (March 4, 2005)
LaSalle Bank: The Week that Was (February 18, 2005)
LaSalle Bank: The Week that Was (February 4, 2005)
LaSalle Bank: The Week that Was (January 28, 2005)
LaSalle Bank: The Week that Was (January 14, 2005)
LaSalle Bank: The Week that Was (January 7, 2005)
2004
LaSalle Bank: The Week that Was (December 3, 2004)
LaSalle Bank: The Week that Was (November 5, 2004)
LaSalle Bank: The Week that Was (October 22, 2004)
LaSalle Bank: The Week that Was (October 15, 2004)
LaSalle Bank: The Week that Was (October 8, 2004)
LaSalle Bank: The Week that Was (September 10, 2004)
LaSalle Bank: The Week that Was (September 3, 2004)
LaSalle Bank: The Week that Was (August 13, 2004)
LaSalle Bank: The Week that Was (August 6, 2004)
LaSalle Bank: The Week that Was (July 9, 2004)
LaSalle Bank: The Week that Was (July 2, 2004)
LaSalle Bank: The Week that Was (June 28, 2004)
LaSalle Bank: The Week that Was (June 18, 2004)
LaSalle Bank: The Week that Was (June 11, 2004)
LaSalle Bank: The Week that Was (May 21, 2004)
LaSalle Bank: The Week that Was (May 14, 2004)
LaSalle Bank: The Week that Was (May 7, 2004)
LaSalle Bank: The Week that Was (April 30, 2004)
LaSalle Bank: The Week that Was (April 16, 2004)
LaSalle Bank: The Week that Was (April 9, 2004)
LaSalle Bank: The Week that Was (April 2, 2004)
Fixed Income Review
LaSalle Bank Fixed Income Review (First Quarter, 2005)
Market Scorecard
LaSalle Bank Market Scorecard (March 1, 2005)
LaSalle Bank Market Scorecard (October 29, 2004)
LaSalle Bank Market Scorecard (September 30, 2004)
LaSalle Bank Market Scorecard (July 27, 2004)
LaSalle Bank Market Scorecard (May 27, 2004)
Monthly Monitor
LaSalle Bank Monthly Monitor (July 2005)
LaSalle Bank Monthly Monitor (January 2005)
(PDF, requires IE)
LaSalle Bank Monthly Monitor (December 2004)
LaSalle Bank Monthly Monitor (November 2004)
LaSalle Bank Monthly Monitor (October 2004)
LaSalle Bank Monthly Monitor (September 2004)
LaSalle Bank Monthly Monitor (August 2004)
LaSalle Bank Monthly Monitor (July 2004)
LaSalle Bank Monthly Monitor (June 2004)
LaSalle Bank Monthly Monitor (May 2004)
LaSalle Bank Monthly Monitor (April 2004)
LaSalle Bank Monthly Monitor (March 2004)
Duration & Sector Allocation Report
LaSalle Bank Duration & Sector Allocation Report (March 2005)
(PDF, requires IE)
LaSalle Bank Duration & Sector Allocation Report (February 2005)
LaSalle Bank Duration & Sector Allocation Report (December 2004)
LaSalle Bank Duration & Sector Allocation Report (October 2004)
LaSalle Bank Duration & Sector Allocation Report (September 2004)
LaSalle Bank Duration & Sector Allocation Report (August 2004)
LaSalle Bank Duration & Sector Allocation Report (July 2004)
LaSalle Bank Duration & Sector Allocation Report (June 2004)
LaSalle Bank Duration & Sector Allocation Report (May 2004)
LaSalle Bank Duration & Sector Allocation Report (April 2004)
LaSalle Bank Duration & Sector Allocation Report (March 2004)
LaSalle Bank Duration & Sector Allocation Report (February 2004)
LaSalle Bank Duration & Sector Allocation Report (January 2004)
Bond Update
2005
LaSalle Bank Bond Update (February 2005)
(PDF, requires IE)
LaSalle Bank Bond Update (January 2005)
(PDF, requires IE)
2004
LaSalle Bank Bond Update (November 2004)
LaSalle Bank Bond Update (September 2004)
LaSalle Bank Bond Update (July 26, 2004)
LaSalle Bank Bond Update (July 8, 2004)
LaSalle Bank Bond Update (June 28, 2004)
LaSalle Bank Bond Update (May 26, 2004)
LaSalle Bank Bond Update (April 30, 2004)
LaSalle Bank Bond Update (April 19, 2004)
LaSalle Bank Bond Update (March 8, 2004)
Market Perspectives
LaSalle Bank Market Perspectives (April 19, 2005)
(PDF, requires IE)
LaSalle Bank Market Perspectives (October 28, 2004)
LaSalle Bank Market Perspectives (September 27, 2004)
LaSalle Bank Market Perspectives (May 24, 2004)
International Fixed Income Webcast
Global/International Fixed Income
(PDF, requires IE)
NeuViews: Wealth Management
First Quarter 2004 Market Commentary: Two Steps Forward, One Step Back
(PDF, requires IE)
The Case for Alternative Investments
Remedies for Concentrated Portfolios
An Even Keel in Stormy Markets
Market Commentary
2006
Market Commentary - Q3 2006
(PDF, requires IE)
Market Commentary - Q2 2006
Market Commentary - Q1 2006
2005
Market Commentary - Q4 2005
(PDF, requires IE)
Market Commentary - Q3 2005
Market Commentary - Q2 2005
Market Commentary - Q1 2005
2004
Market Commentary - Q2 2004
Market Commentary - Q1 2004
2003
Market Commentary - Q3 2003
Market Monitor
2006
Market Monitor - February 2006
Market Monitor - January 2006
2005
Market Monitor - October 2005
Market Monitor - September 2005
Market Monitor - August 2005
Market Monitor - July 2005
Market Monitor - June 2005
Market Monitor - May 2005
Market Monitor - April 2005
Market Monitor - March 2005
Market Monitor - February 2005
Market Monitor - January 2005
2004
Market Monitor - November 2004
(PDF, requires IE)
Market Monitor - October 2004
Market Monitor - September 2004
Market Monitor - August 2004
Market Monitor - July 2004
Market Monitor - June 2004
Market Monitor - May 2004
Market Monitor - February 2004
Market Monitor - January 2004
2003
Market Monitor - December 2003
Market Monitor - October 2003
Market Monitor - September 2003
Market Monitor - August 2003
Market Monitor - July 2003
Market Monitor - May 2003
Market Monitor - March 2003
Market Monitor - January 2003
2002
Market Monitor - December 2002
Market Monitor - November 2002
Market Monitor - September 2002
Market Monitor - August 2002
Market Monitor - June 2002
Market Monitor - May 2002
Market Monitor - April 2002
Market Monitor - March 2002
Market Monitor - February 2002
Market Monitor - January 2002
2001
Market Monitor - December 2001
Market Monitor - November 2001
Capital Markets Summary
Capital Markets Summary - Q3 2003
(PDF, requires IE)
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Capital Markets Summary - Q1 2003
2006
SIA Research Report (September, 2006)
(PDF, requires IE)
SIA Research Report (July, 2006)
SIA Research Report (June, 2006)
SIA Research Report (May, 2006)
SIA Research Report (April, 2006)
SIA Research Report (March, 2006)
SIA Research Report (February, 2006)
2005
SIA Research Report (December, 2005)
SIA Research Report (October, 2005)
SIA Research Report (September, 2005)
SIA Research Report (August, 2005)
SIA Research Report (July, 2005)
SIA Research Report (June, 2005)
SIA Research Report (May, 2005)
SIA Research Report (April, 2005)
SIA Research Report (March, 2005)
SIA Research Report (February, 2005)
SIA Research Report (January, 2005)
2004
SIA Research Report (December 8, 2004)
SIA Research Report (November 17, 2004)
SIA Research Report (October 27, 2004)
SIA Research Report (September 20, 2004)
SIA Research Report (September 2004)
SIA Research Report (August 2004)
SIA Research Report (July 2004)
SIA Research Report (June 2004)
SIA Research Report (May 2004)
SIA Research Report (April 2004)
SIA Research Report (March 2004)
SIA Research Report (February 2004)
SIA Research Report (January 2004)
2003
SIA Research Report (December 2003)
SIA Research Report (November 2003)
SIA Research Report (October 2003)
SIA Research Report (September 2003)
SIA Research Report (August 2003)
SIA Research Report (July 2003)
SIA Research Report (May 2003)
SIA Research Report (April 2003)
SIA Research Report (March 2003)
SIA Research Report (February 2003)
SIA Research Report (January 2003)
2002
SIA Research Report (December 2002)
SIA Research Report (November 2002)
SIA Research Report (October 2002)
SIA Research Report (September 2002)
SIA Research Report (July 2002)
SIA Research Report (June 2002)
2007
SIFMA Research Report (February, 2007)
(PDF, requires IE)
SIFMA Research Report (January, 2007)
(PDF, requires IE)
2006
SIFMA Research Report (December, 2006)
SIFMA Research Report (November, 2006)
Thomson Financial Global Commentary - November 2002
(PDF, requires IE)
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Thomson Financial Global Commentary - June 2002
-
Thomson Financial Global Commentary - March 2002
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Sponsored by James J. Eccleston, an attorney representing stockbrokers, financial planners and
investors nationwide in arbitration, litigation and regulatory matters, and a shareholder with the law firm
Shaheen, Novoselsky, Staat, Filipowski & Eccleston
P.C.(www.snsfe-law.com). This Web site contains material
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