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Jim Schlagheck

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Jim Schlagheck is a wealth management professional who has counseled ultra-high-net-worth families, endowments and pension funds in the U.S., Europe, and the Middle East. He is a former senior executive of American Express Bank, UBS AG, Bank Julius Baer, and TAIB Bank. During his career, Schlagheck launched a family of mutual funds (now holding $4 billion), led teams of financial planners and investment advisers based in New York, Bahrain, and Geneva, Switzerland, and helped many high-profile clients to protect and enlarge their wealth. Jim has a blog on investment topics and is the author of "Show Me The Money!", a soon-to-be-published book that synthesizes his novel views about investing for retirement.

Jim  Schlagheck
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Target-Date Trip-Ups

By Jim Schlagheck

Marked differences exist among these funds, even those investing over the same time frame.

10:29AM 11/12/06

Getting an Edge With 'Fundamental Indices'

By Jim Schlagheck

These new funds can beat actively managed and index funds.

10:23AM 10/04/06

Keep Shopping Overseas

By Jim Schlagheck

International funds have hit hard times, but they still should hold a significant place in your portfolio.

10:51AM 07/26/06

Betting on Boomers for a Healthy Investment

By Jim Schlagheck

With health stocks at such low prices, now is the time to bet on the needs of the aging generation.

10:21AM 07/07/06

Another Look at TIPS

By Jim Schlagheck

It's possible to lose money on these bonds, and investors should hold off on buying them for now.

02:43PM 06/23/06

Inflation-Hedging TIPS

By Jim Schlagheck

Of the fixed-income products to protect against inflation, consider Series I bonds.

02:42PM 06/15/06

How to Protect Yourself From the Selloff, Part 2

By Jim Schlagheck

Here are three tactics to help shield your savings from the full brunt of additional damage.

02:11PM 06/12/06

How to Protect Yourself From the Selloff

By Jim Schlagheck

Dividend and value indices can defend your portfoilo from the volatility currently roiling the market.

10:37AM 06/07/06

Emerging Concern on Overseas Investments

By Jim Schlagheck

As the froth recedes, here's some advice for investors interested in China, India and Brazil.

07:56AM 05/23/06

The Power of Variable Annuities

By Jim Schlagheck

Here's an often overlooked vehicle for sheltering your profits from Uncle Sam.

10:58AM 05/22/06

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