Rosemarie Maldonado

Rosemarie Maldonado
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Planning for the arf-terlife — estate planning for pets
RETIREMENT RETIREMENT PLANNING NOV 26, 2001
Planning for the arf-terlife — estate planning for pets

As more and more people turn to financial advisers to map out their own futures, they're increasingly asking them to draw up plans for their pets as well.

Among the survivors, Islamic investing
NEWS INDUSTRY NEWS OCT 29, 2001
Among the survivors, Islamic investing

After the attacks on the World Trade Center and the Pentagon, the telephones fell silent, says Phelps McIlvaine, whose company advises two mutual funds geared toward Muslims.

Fast Track - Napfa: A new chairman, a new direction
NEWS INDUSTRY NEWS SEP 24, 2001
Fast Track - Napfa: A new chairman, a new direction

The National Association of Personal Financial Advisors is planning to take off in a new direction now that Steven P. Kanaly is at the controls.

Short Interests: Seeing green amid the pink slips
NEWS INDUSTRY NEWS JUN 04, 2001
Short Interests: Seeing green amid the pink slips

With so many wealthy, qualified and bewildered ex-dot-comers out of work, so-called pink-slip parties are all the rage in such cities as San Francisco and New York. But a soiree at Hush in New York Thursday turned into a meet-and-greet for financial planners.