News and Links
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Useful Resources:
Certified Financial Planning Board
The National Association of Personal Financial Advisors – NAPFA
The United States Federal Reserve Education
Recently Quoted:
August 28, 2018– Guest – Your Money Show: Wharton Business Radio on SiriusXM Channel 132
August 15, 2017– Guest – Your Money Show: Wharton Business Radio on SiriusXM Channel 111
January 3, 2017 – Guest – Your Money Show: Wharton Business Radio on SiriusXM Channel 111
May 3, 2016 – Guest – Your Money Show: Wharton Business Radio on SiriusXM Channel 111
March 30, 2016 – Why saving is only half the equation for a comfortable retirement- Deseret News
December 4, 2015 – When to Pick a Charity’s Perks – Money Magazine
October 19, 2015 – How to manage the tax implications of investing – Deseret News
May 25, 2015 – Index Funds: A low cost way to solid investing performance – Deseret News
May 12, 2015 – Guest – Your Money Show: Wharton Business Radio on SiriusXM Channel 111
August 26, 2014 – How to find investment income for retired clients – Life HealthPro
April 1, 2014 – Guest – Your Money Show: Wharton Business Radio on SiriusXM Channel 111
October 14, 2013 – Promise Seen in Japan’s Small-Cap Stocks – The Wall Street Journal
July 29, 2013 – 5 Retirement Variables Outside Your Control – U.S. News
May 14, 2013- Be smart shopping for bond funds- Fidelity.com
April 3, 2013- 5 ways to tune up your investments- Fidelity.com
November 26, 2012 – Fiscal cliff may clip Powerball winner – Market Watch
September 20, 2012 – Rethinking Tax-Deferral Strategies – The Wall Street Journal
August 10, 2012 – Advisers gaining upper hand in growing ETF market – Market Watch
July 5, 2012 – Should Retail Investors Return to Stocks? – Smart Money
May 6, 2012 – Dems join opposition to fund reform – Investment News
April 2012 – How to Spend, Save, or Stretch Your Tax Refund – TurboTax
March 29, 2012 – How To Invest $540 Mega Million – Smart Money
March 13, 2012 – Shares Are Too Tempting Not to Bite – The Wall Street Journal
February 22, 2012 – White-hot bond fund going dark to new investors – Investment News
January 11, 2012 – Are You Losing Your Edge? – AARP Bulletin
December 18, 2011 – The Benefits of Intrafamily Loans – The Wall Street Journal
October 5, 2011 – New public list catalogs $1 million donors – Investment News
September 7, 2011 – News for Brokers, Wealth Managers And Their Clients – The Wall Street Journal
September 7, 2011 – How to Profit When the Dollar Falls – The Wall Street Journal
August 17, 2011 – 4 Things Older Investors Need to Know About Gold – Smart Money
June 14, 2011 – Emerging markets: You don’t get what you pay for – Reuters Wealth
June 2011 – How to Find the Best High Interest Checking Accounts – Ally Bank
May 26, 2011 – ETF Ignorance Can Mean Big Cost To Clients – Dow Jones Adviser
May 1, 2011 – On the Frontier – Financial Planning (picture)
May 1, 2011 – Clients Seek More Advice About Philanthropy – Investment News
March 13, 2011 – Coping with Costs and Compliance – Investment News
November 21, 2010 – Seven Smart Money Moves for the Holidays – The Wall Street Journal