Recent Publicity
| Date | Publication | Title |
| 12/18/05 | Newsday | Tax Tip Countdown by: Lynn Brenner |
| 12/20/05 | The Street.com | StreetWatch - An interview with Steven Rogé by: Greg Greenberg |
| 12/17/05 | Newsday | Tax Tip Countdown by: Lynn Brenner |
| 12/12/05 | Business Week | Liberating Liberty's Value by: Gene Marcial |
| 11/1/05 | CNN Money | Helping the Poor to Save by: Shaheen Pasha |
| 10/31/05 | Barrons | The Once and Future King of Beers by: Christopher C. Williams |
| 10/30/05 | The New York Times | Want to Walk on Eggs? Try the Bond Market by: Paul J. Lim by: Gene G. Marcial |
| 10/03/05 | Business Week | Bud Taps New Markets by: Gene G. Marcial |
| 9/17/05 | Reuters | Finance: The Long and Short of Interest Rates by: Linda Stern |
| 9/15/05 | Newsday | In a Bid for Readers and Revenue, The Wall Street Journal Launches a Saturday Edition by:James T. Madore. |
| 8/16/05 | Wall Street Journal | Financial Advisers Target Boomers |
| 8/15/05 | Daily News | Spouse in the House by: Andrea Coombes |
| 7/30/05 | Newsday | A Loving Army of Spenders by: Karin Lipson |
| 7/15/05 | InvestmentAdvisor.com | Rebels Without a Cause by:: Bob Clark |
| 7/11/05 | Business Week | Capital Southwest is Heading Due North by: Gene Marcial |
| 6/26/05 | Newsday | Early Retirement Might Be Dicey by:: Lynn Brenner |
| 5/2005 | Bloomberg Wealth Manager | What Tomorrow Brings |
| 3/28/05 | MSN Money | Second Incomes: Twice the Work, Half the Return by:: Dan Akst |
| 2/17/05 | International Herald Tribune | Global Funds: Non-U.S. bonds shine - just don't hedge by: Judith Rehak |
| 2/15/05 | MSN Money | 7 Ways to Boost Your 401k Return by:: Tim Middleton |
| 2/11/05 | Reader's Digest | Streamline Your Financial Life by: Karen Hube |
| 2/3/05 | MSN Money | Build a bigger nest egg by: Karen Hube |
| 1/1/05 | Financial-Planning.com | Fancy Footwork by:: Donald Jay Korn |




