Those large fund families have an army of analysts who can pry open the doors of even the most unwilling CEOs. That depth means these fund complexes have tremendous advantages over smaller shops when it comes to the depth of their research and analytical capabilities. The Stein Roe Asia Pacific Fund invests mostly in the stocks of large and medium-sized companies in Japan, Hong Kong, Singapore, South Korea, Taiwan, Thailand, Indonesia, the Philippines, Australia and New Zealand. A time when it is better to give than to receive If you have substantial assets, you can make a significant reduction to your taxable estate by making gifts that are shielded from any gift tax by the annual gift tax exclusion. Given the high stakes, you'd think we would be up to speed on the ins and outs of these popular employer-sponsored retirement plans.
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