Year: 2004

  W. Scott Simon Last month in this column, I suggested how you may want to use the Uniform Prudent Investor Act to help build

W. Scott Simon In last month’s column, I described and explained some of the investment and management process found in the Uniform Prudent Investor Act.

W. Scott Simon In the 1948 Humphrey Bogart film, The Treasure of the Sierra Madre, the character Gold Hat (played by Alfonso Bedoya for you

W. Scott Simon   This month’s column is written for those of you who would like to get into the 401(k) business and provide investment

W. Scott Simon   In last month’s column, I made some suggestions to help those of you who would like to get into the 401(k)

W. Scott Simon   Chapter XII of Charles Dickens’ novel David Copperfield opens with these words: “Annual income twenty pounds, annual expenditure nineteen six, result

W. Scott Simon   My maternal great-grandmother, born six months after the Civil War ended, died when I was a child. I do, however, remember

W. Scott Simon   In his war novel Catch-22, author Joseph Heller, who served as a bombardier in the U.S. Twelfth Air Force on Corsica

W. Scott Simon Last month in this column, I pointed out that advisors who market their investment skill exclusively on the basis of return (i.e.,

W. Scott Simon Last month in this column, I made the (counterintuitive) point that the better way for advisors to increase portfolio wealth is to

W. Scott Simon   In last month’s column, I discussed the meaning of investment risk within the context of modern prudent fiduciary investing. A key

W. Scott Simon   My column last month ended by quoting from Commentary to Section 227 of the Restatement 3rd of Trusts (Prudent Investor Rule):