Recent Publicity
| Date | Publication | Title |
| 12/3/01 | ABCNews.com | Married to Debt (Making over Staci) by: Ron Rogé |
| 12/2/01 | Newsday | How To Manage Your 401k by: Lynn Brenner |
| 11/11/01 | Newsday | After Bad News, It’s Time to Take Stock by: Charles Zehren |
| 11/01 | Kiplinger’s | Deaths in the Family by: Anne Kates Smith & David Landis |
| 11/01 | Investment Advisor | Helping Hands by: Rosanne Grande |
| 10/29/01 | ABCNews.com | No Debt is No Panacea (Making Over Eric) by: Ron Rogé |
| 10/3/01 | TheStreet.com | Plunging Stocks Make Taxes an Afterthought by: Ian McDonald |
| 10/1/01 | Business Week | Don’t Let Panic Rule Your Portfolio by: Anne Tergesen |
| 9/26/01 | Newsday.com | Pay Off the Mortgage? Not So Fast by: Ronald Rogé |
| 9/25/01 | Wall Street Journal | Dow Jones Industrials Rally, First Gain Since Before Attacks by: E.S. Browning |
| 9/22/01 | Newsday | America's Ordeal/Investors Digging in Despite Market troubles, many vow to wait it out by: Tami Padgett |
| 9/01 | Bloomberg Wealth Mgr. | Shoulda, Coulda, Wouda by: Deborah Jacobs |
| 9/01 | Financial Advisor | Hedging Your Way Through a Bear Market by: Gregory Bresiger |
| 9/01 | Bloomberg Wealth Mgr. | Shoulda, Coulda, Wouda by:Deborah Jacobs |
| 8/17/01 | ABC News.com | Where to Start Saving (Making over Kristen) by: Ron Rogé |
| 8/6/01 | USA Today | Asset Allocation Needs Tuning to Boost Returns Couple Hope for Comfort When They Retire by: Christine Dugas |
| 7/15/01 | ABCNews.com | To Spend or Save – That is the Question (Making over Adrian) By: Ron Rogé |
7/13/0 |
Wall Street Journal | Mutual Funds Overload on Energy Stocks By: Theo Francis |
| 7/8/01 | Bloomberg Personal Finance | Wake Up Call by: Rosanne Grande |
6/18/0 |
ABC News.com | Put Your Money to Work (Making over Sharon) by: Ron Roge |
6/13/01 |
America Online | Making the Most of Your Tax Rebate By: Linda Stern |
| 6/1/01 | Individual Investor.com | And Now, a Word from your Adviser By: Robert Clark |
| 6/1/01 | Financial Planning | Ignorance Isn’t Bliss By: Robert Clark |
| 5/30/01 | Newsday.com | E'dition Interview: Ron Rogé, Financial Planner by: Jonathan Bernstein |
| 5/7/01 | FSB.com | Start a 401k Now? By: Sheryl Nance-Nash |
| 5/5/01 | The Street.com | Lessons from the Fall: April’s Fund ‘Winners’ May Not Be for You by: Ian McDonald |
| 4/19/01 | The Street.com | Cash Isn't King: Don't Blame Fund Managers by: Ian McDonald |
| 4/8/01 | Newsday | Look for a CD ‘Ladder' to Safeguard an IRA by: Lynn Brenner |
| 4/1/01 | ABC News.com | Playing the Mortgage Rate Game (Making Over William) By: Ron Rogé |
| 3/30/01 | The Wall Street Journal | Investors Shy Away From Index Funds as Rough Market Breeds Some Doubts by: Aaron Lucchetti |
| 3/25/01 | Newsday | Taking Stock Out of Retirees’ Future By: Christian Murray |
| 3/16/01 | The Wall Street Journal | Your Funds Just Took a Hit, So What’s Your Best Move? By: Tom Lauricella, Theo Francis and Aaron Lucchetti |
| 3/15/01 | TheStreet.com | The Big Screen: The Leading Natural Resources Funds by: Ian McDonald |
| 3/13/01 | Smart Money.com | Retire Really Rich by: Dagen McDowell |
3/11/01 |
Newsday | It’s Time to Face Stock Market Reality By: Jerry Morgan |
| 3/5/ 01 | ABCNews.com | Comparing Roth IRAs & 401ks (Making over Sharon) by: Ron Roge |
| 2/11/ 01 | ABCNews.com | Don't Worry, Get Equity (Making over Amy) by: Ron Roge |
| 1/24/ 01 | TheStreet.com | The Junkies Perfect Fund Portfolio by: Ian McDonald |
| 1/22/01 | The Wall Street Journal | Advisors Say Investors Win When Ceding Control by: Lynn Cowan |
| 1/18/01 | Dow Jones | Advisors See Few Tears From Investors Who Lose Control by: Lynn Cowan |
| 1/7/01 | Newsday | Parents Have Options Insuring Young Drivers by: Lynn Brenner |
| 1/5/01 | Newsday | A Woman's Place by: Lynn Koss-Feder |




