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