Recent Publicity
| Date | Publication | Title |
| 12/18/06 | Wall Street Journal | Wall Street Journal The Private Money World Opens Up by: Eleanor Laise and Ianthe Jeanne Dugan |
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| 12/03/06 | New York Post | New York Post Excuses! Get Over Yours for not Saving by: Gregory Bresiger |
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| 11/15/06 | Associated Press | Associated Press Families Need to Discuss Parents' Wills by: Eileen Alt Powell |
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| 10/20/06 | The New York Times | The New York Times How Far Past 12,000? Watch Data by: Vikas Bajaj |
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| 10/06/06 | Medical Economics | Medical Economics Why You Need Bonds by: Kathleen McKee |
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| 10/03/06 | MSN.Money | MSN.Money A Fund Genius Who's Overpriced by: Tim Middleton |
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| 8/17/06 | Fortune Magazine | Fortune Magazine "Bonds on Steroids" by: David Stires |
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| 8/04/06 | smartmoney.com | SMART MONEY The Financial Ties That Bind by: Will Swarts |
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| 6/23/06 | smartmoney.com | SMART MONEY Seeking Help by: Will Swarts |
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| 6/22/06 | Money Magazine | Money Magazine When Your Parents Need a Hand by: Penelope Wang |
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| 6/6/06 | wsradio.com | WS RADIO.COM What Hurricane Katrina Can Teach You About Financial Planning |
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| 6/7/06 | Newsday | Wealthy Losing Faith in Property Portfolios by: Daniel Wagner |
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| 6/5/06 | Investmentnews.com | Financial Gerontology Program Attracts Advisers by: Deborah Nason |
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| 6/2/06 | Kiplinger.com | Berkshire Hathaway: Buffett's Attraction by: Andrew Tanzer |
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| 6/2/06 | U.S. News & World Report | Running out of inflation hedges by: Paul J. Lim |
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| 5/10/06 | Financial Advisor Magazine | Starting Your Own Mutual Fund by: Tracey Longo |
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| 5/2/06 | Investment Advisor.com | Good Enough Isn't -- Trends in Wealth Management anad How They Affect Our Business Model |
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| 4/09/06 | Wall Street Journal | How to Switch Careers in Midlife by: Jilian Mincer |
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| 4/02/06 | Wall Street Journal | Fat Pitches in Market Get Harder to Find by: Scott Patterson |
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| 3/30/06 | Newsday | Home of the Millionaires |
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| 3/13/06 | U.S. News & World Report | Protecting Your Portfolio by: Paul J. Lim |
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| 3/11/06 | Wall Street Journal | Experts Disagree on Retiree Health-Cost Estimate By Jilian Mincer |
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| 3/09/06 | Associated Press | Where to put your 401(k) Money by: Eileen Alt Powell |
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| 1/10/06 | MSN Money | Focused Funds at Bargain Prices by: Timothy Middleton |
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| 1/05/06 | Reuters | Anheuser-Busch 4th quarter Shipments Disappoint |
