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Special Report

Tap network of contacts in exploring acquisitions

Tap network of contacts in exploring acquisitions As an established business owner, you often hear of numerous acquisition opportunities. Some may be rumors, others actual situations. The network that delivers this information to you is typically informal in nature, and ...

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Choosing insurance not too complex

Chip Coe, owner of W.W. Coe & Son Inc., a multiline insurance agency specializing in commercial coverage, says many small businesses qualify for what is known as a business-owners policy, a commercial version of the homeowner’s policy. A BOP provides ...

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EAPs give firms a helping hand

If you had an EAP in place you would. An employee assistance program is a system of services tailored to an individual company that addresses solutions to a wide range of personal difficulties employees may face. “In essence, an EAP ...

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Terms to bank on

Three-, five- and 10-year annual: The annual total return for the fund for the designated time period. Differ from category: How the fund varied from other funds in the same investment category for the annual, bull (rising) and bear (declining) ...

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Before prospecting for gold,
bone up on your prospectus

Since mutual funds are almost universally deemed to be the closest thing to the “ideal investment for everyone”–so says the “Dun & Bradstreet Guide to Your Investments”–learning to read the prospectus is an exercise in achieving financial security. Perhaps a ...

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Michael Rosen:
Oppenheimer Bond Fund for Growth

(Continued from previous page) Michael Rosen Rosen remembers always wanting to become a money manager–even as a youth growing up in Manhattan. He now manages the Oppenheimer Bond Fund for Growth, praised in publications ranging from Morningstar Mutual Funds to ...

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Clover Capital Equity Value Fund

(Continued from previous page) Michael Jones A one-time microbiologist, Jones manages the Clover Capital Equity Value Fund at Clover Capital Management Inc. A co-founder of the firm, the 41-year-old Pittsford resident has been featured in national investment magazines such as ...

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Portraits of
a fund manager

Three successful local fund managers have taken different roads to managing other people’s money. Each oversees a different type of fund with varying strategies and philosophies. Their expertise (and fund performance) has won them attention inside and outside Rochester. Thomas ...

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Choosing among fund ratings can be a high-science exercise

Those who like laws, sausages and mutual-fund performance rankings should never watch any of them being made. Not that it is not a high-calculus, high-tech and rigorously analytical science, this business of picking the mutual-fund winners. It certainly is. Just ...

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Bounty of a road well-traveled

Rochester Business Journal photographer Kimberly McKinzie captures the personal imports of Rochesterians whose travels abroad yielded more than just memories.

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U.S. subsidiaries make
the global gamble pay off

The gauge of a firm’s international strength typically rests on the laurels of its exports. By that measure, America seems in dire straits. Late last year, the U.S. trade balance–the amount of U.S. goods and services exported, minus the amount ...

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Web sites aid
world travelers

Check out these Web sites with an international focus: http://who.ch/ Looking for vaccination requirements and health advice for your next trip abroad? Find this and other up-to-date health-oriented information at the World Health Organization’s Web site. Data includes a weekly ...

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Traveling with technology
requires smart adaptation

Without the correct accessories required to make the laptop (or fax machine or copier) compatible with overseas power requirements, it might end up serving no greater purpose than that of a glorified (and awfully expensive) paperweight. Judy Graper, owner of ...

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World wanderings
leave their mark

Far left: On a March 1989 visit to Beijing, Diane Harris learned of the “tuzhang,” a Chinese stamp used by officials to seal their documents. Her own stamp shows her name, which means “Great Bird Flying Over Large Waters”–an apt ...

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Evolving industry means work force must change

Telecommunications is synonymous with technology, right? When you hear “advanced networks,” the “information superhighway” and “wideband services,” you think of things like optical fiber, satellites, integrated chips and digital switching, right? Not so fast. Think again. The changes demanded of ...

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