In The News

Help Clients Avoid Charitable-Giving Mistakes – Wall Street Journal, December 2013

New prepaid tuition season opens; good deal for some, not all – KOMOnews.com, October 2013

Tenants in Common Real Estate Deals: Do They Make Sense? – Morningstar, December 2011

Unlisted REITs: Caveat Emptor – Financial Planning, November 2011

Another Look at Ginnies – FA Mag, November 2011

Long-Term Stock Plans Help to Avoid Impulsive Moves – New York Times, Sept 2011

What Advisors Are Telling Panicky Clients About Market Volatility: Roundup – AdvisorOne, August 2011

Time is on Your Side: Tips for a Successful First Meeting with a New Financial Advisor – eRollover, April 2011

Can Ryan's privatizing save Social Security? – Investment News, April 2011

10 Ways to Spring Clean Your Finances – Main St, March 2011

Emerging Market Exposure Kept In Check - Dow Jones Newswires, February 2011

Girlfriend Getaways – Frommer’s, February 2011

Confusion From Charitable IRAs Could Be Ahead – Dow Jones Newswires, December 2010