Embed Size (px)
Citation preview
PUBLISHED ARTICLES BY ROB BROWN
“Intelligent Rebalancing,” The Journal of Investing, Institutional Investor, Winter 2017
“The Case For Tactical Asset Allocation,” FA Financial Advisor, http://www.fa-mag.com/news/why-tactical-asset-
allocation-19305.html?section=, September 25, 2014
“Don’t Equivocate on Bonds,” FA Financial Advisor, http://www.fa-mag.com/news/don-t-equivocate-on-bonds-
17754.html?issue=226, May, 2014
“What Happens To Stocks When Interest Rates Go Up? Financial Advisor Magazine, http://www.fa-mag.com/news/what-
happens-to-stocks-when-interest-rates-go-up-15840.html, November 2013 Issue
“What Happens to Stocks When Interest Rates Rise?” Financial Advisor Magazine, http://www.fa-mag.com/news/what-
happens-to-stocks-when-interest-rates-rise-15468.html, September 17, 2013
“4% Failure,” Financial Advisor Magazine, September Issue, http://www.fa-mag.com/news/4--failure-15284.html,
September 4, 2013
“Dispelling the Misunderstandings Surrounding Inflation Protection,” Financial Advisor Magazine, http://www.fa-
mag.com/news/dispelling-the-misunderstandings-surrounding-inflation-protection-15183.html, August 15, 2013
“Commodities and Precious Metals as Inflation Protection,” RIA Central Magazine,
http://riacentral.com/2013/08/09/commodities-and-precious-metals-as-inflation-protection-2/, August 9, 2013
“Risk Tolerance Questionnaire Failure,” Financial Advisor Magazine, August Issue, http://www.fa-mag.com/news/risk-
tolerance-questionnaire-failure-14807.html, July 26, 2013
“Who Owns the Investment Decision?,” RIA Central Magazine, http://riacentral.com/2013/06/18/who-owns-the-
investment-decision/, June 18, 2013
“Marcus Welby Portfolio Construction,” Financial Advisor Magazine, May Issue, http://www.fa-mag.com/news/marcus-
welby-portfolio-construction-14112.html, April 29, 2013
“Disservice of Risk Tolerance Questionnaires,” RIA Central Magazine, http://riacentral.com/2013/04/17/disservice-of-
risk-tolerance-questionnaires/, April 17, 2013
“Housing Vs. Stocks - Is buying a rental house better than buying the S&P 500?” Financial Advisor Magazine, April
Issue, http://www.fa-mag.com/news/housing-vs--stocks-13852.html, April 4, 2013
“Time for Commodities?” Connection Monthly Report, Invesco Powershares, Issue 3, March 2013,
http://www.invescopowershares.com/pdf/P-CONN-MR.pdf, Pages 9-10
“Stocks In A Weak Economy - What to Do?” RIA Central Magazine, http://riacentral.com/2013/03/12/stocks-in-a-weak-
economy-what-to-do/, March 12, 2013
“The Next 20 Years For Bonds,” Financial Advisor Magazine, http://www.fa-mag.com/news/the-next-20-years-for-bonds-
13570.html?section=40, March 7, 2013
“Opportunity Always Exists - Somewhere, several asset classes are generating remarkably large returns,”
Nationwide Financial Retirement Resource, PNW-0462AO, http://retirementresource.nationwide.com/opportunity-always-
exists, March 2013
“Two Rare And Attractive Investment Opportunities,” RIA Central Magazine, http://riacentral.com/2013/02/05/two-rare-
and-attractive-investment-opportunities/, February 5, 2013
“Dollar’s Decline Has Only Just Begun,” RIA Central Magazine, http://riacentral.com/2013/01/17/dollars-decline-has-only-
just-begun/, January 17, 2013
“TIPS Are Grossly Overpriced,” FA Magazine, EXPERT VIEWS, http://www.fa-mag.com/news/tips-are-grossly-overpriced-
13012.html, January 7, 2013
“Opportunity Always Exists,” RIA Central Magazine, http://riacentral.com/2012/12/18/opportunity-always-exists/,
www.riacentral.com, December 18, 2012
“The Tax Man Cometh,” FA Magazine, EXPERT VIEWS, http://www.fa-mag.com/news/the-tax-man-cometh-12852.html,
December 14, 2012
“The Right Mix,” Financial Advisor Magazine, http://www.fa-mag.com/news/the-right-mix-12670.html, December 6 2012
“Buy & Hold is Dead,” RIA Central Magazine, http://riacentral.com/2012/09/27/wrap-program-disenchantment/,
www.riacentral.com, October 27, 2012
“Framework for Hedge Fund Return and Risk Attribution,” The Journal of Investing, Institutional Investor, Winter 2012
“Wrap Mutual Fund Disappointment,” FA Magazine, EXPERT VIEWS,
http://http://www.financialadvisormagazine.com/online-extras/12492-wrap-mutual-fund-disappointment.html, October 2, 2012
“Wrap Program Disenchantment,” RIA Central Magazine, http://riacentral.com/2012/09/27/wrap-program-
disenchantment/, www.riacentral.com, September 27, 2012
“Danger Ahead: The Real Problem With Today’s Income Solutions,” FA Magazine, EXPERT VIEWS,
http://www.financialadvisormagazine.com/online-extras/12204-danger-ahead-the-real-problem-with-todays-income-
solutions.html, September 7, 2012
“The Death of Mutual Fund Wrap,” RIA Central Magazine, http://riacentral.com/2012/08/27/death-mutual-fund-wrap/,
www.riacentral.com, August 27, 2012
“Beyond the headlines: Useful tools for expanding the flow of credit,” Research White Paper Series, Pensions &
Investments Online, August 8, 2012, coauthored with Brian Rose
“Unravelling hedge fund fees,” The Financial Times Ltd, March 4, 2012
“Managing the Public and Regulatory Storms - A Call to Action,” Research White Paper Series, Pensions &
Investments Online, March 16, 2012
“The Problem With Hedge Fund Fees,” Journal of Derivatives and Hedge Funds, 2012, Volume 18
“The Problem With Hedge Fund Fees,” Journal of Derivatives and Hedge Funds, November 26, 2011, Volume 18,
http://download.springer.com/static/pdf/491/art%253A10.1057%252Fjdhf.2011.28.pdf?originUrl=http%3A%2F%2Flink.spring
er.com%2Farticle%2F10.1057%2Fjdhf.2011.28&token2=exp=1467346125~acl=%2Fstatic%2Fpdf%2F491%2Fart%25253A1
0.1057%25252Fjdhf.2011.28.pdf%3ForiginUrl%3Dhttp%253A%252F%252Flink.springer.com%252Farticle%252F10.1057%
252Fjdhf.2011.28*~hmac=a6f18b90aeef8b33e87e30c0e2292c008caad147a8b86add537c1a7144c7d5cc
”Volatility and Asset Class Exposure Drive Hedge Fund Returns,” Journal of Investment Consulting, Number 1, 2011
“Long Short Hedge Funds, Where Do They Belong,” Research White Paper Series, Pensions & Investments Online, April
2011
”Volatility - The Normally Dormant Factor Exposure for Hedge Funds,” Journal of Derivatives and Hedge Funds,
February 2011
“Twenty Questions to Ask Before Instituting a Tail-Risk Protection Program,” Research White Paper Series, Pensions
& Investments Online, November 2010
“Volatility - The Good, the Bad and the Ugly,” Research White Paper Series, Pensions & Investments Online, June 2010
”Fund Of Hedge Funds - Easy To Succeed,” Research White Paper Series, Pensions & Investments Online, February
2010
”I Went Fishing And Didn’t Catch Any Fish - Therefore Fish Don’t Exist,” Research White Papers Series, Pensions &
Investments Online, www.pionline.com, August 2009
“Birth, Death, Rebirth of Portable Alpha,” Research White Papers Series, Pensions & Investments Online,
www.pionline.com, May 2009
“Finding the Real Experts,” On Wall Street Magazine, February 1, 2008
“Actively Managing Risk,” On Wall Street Magazine, January 1, 2008
“A SAVVY Nine-Point Plan,” On Wall Street Magazine, Page 79, December 2007
“Let’s Return To Macro,” On Wall Street Magazine, Page 94, November 2007, Volume 17, No. 12
“Defining Risk Right,” On Wall Street Magazine, Page 86, October 2007
“The Tao of Hedge Funds,” On Wall Street Magazine, Page 100, September 2007
“Overestimating The Fed,” On Wall Street Magazine, Page 62, August 2007
”Two Sides of the Coin,” On Wall Street Magazine, Page 60, July 2007
“Commodities: Long-Term Bull Cycle or a Bursting Bubble?” Sourcebook, The Official Magazine of Royal Alliance
Associates, Inc., Pages 74-77, Spring 2007, Vol 17, No. 1
“Checks and Balances,” On Wall Street Magazine, Page 77, June 2007
“Checks and Balances,” Bank Investment Consultant, SourceMedia, Inc., www.bankinvestmentconsultant.com/news/,
June 1, 2007
“Chicken Little Was Right,” On Wall Street Magazine, Page 86, May 2007
“Chicken Little Was Right,” Bank Investment Consultant, SourceMedia, Inc., www.bankinvestmentconsultant.com/news/,
May 1, 2007
“A Real-World Solution,” On Wall Street Magazine, Page 81, April 2007
“The Duration Dilemma,” On Wall Street Magazine, Page 76, March 2007
“Keeping With the Times,” On Wall Street Magazine, Page 71, February 2007
“POPP Goes the Weasel,” On Wall Street Magazine, Page 73, January 2007
“Get Back to the Future,” On Wall Street Magazine, Page 70, December 2006
“At Odds With Style Boxes,” On Wall Street Magazine, Page 76, November 2006
“Selling Long-Term Short,” On Wall Street Magazine, Page 87, October 2006
“The Best of Both Worlds,” On Wall Street Magazine, September 2006
“Doing Risk the Right Way,” On Wall Street Magazine, August 2006
“Commodities: Bull cycle or bursting bubble?,” Investment News Magazine, Pages 9-10, July 24, 2006
“Today’s Greatest Investment Opportunity: a Falling U.S. Dollar,” Research Papers, Pensions & Investments Online,
www.pionline.com, July 2006
“Six Degrees of Separation,” On Wall Street Magazine, June 2006
“A Star in the Making,” On Wall Street Magazine, Page 87, May 2006
“Changing market landscape requires nimble investing,” Investment News Magazine, Page 34, November 21, 2005
“Rare Coins: A Distinct and Attractive Asset Class,” FPA Journal, Journal of Financial Planning Web Site, July 2005
“The next step – Multiple disciplinary accounts are changing the industry,” Investment News Magazine, Page 9
Supplement, June 2003
“Avoiding 5 Common Mistakes in Overestimating Future Equity Returns,” Journal of Financial Planning, Pages 86-93,
May 2002
“Small Cap as an Asset Category,” Pensions & Investments Magazine, Pages 14-15, January 1991
“The Existence and Effects of the Information Based Keynesian Speculative Equilibrium Hypothesis of Asset
Pricing,” University Microfilms Inc., Ann Arbor, Michigan, 1985
CELL 818.983.6126 EMAIL [email protected]
ARTICLES QUOTING ROB BROWN
“Investors Can Look to Managed Futures in Unsettled Markets,” MainStreet.com, Mark Henricks,
https://www.mainstreet.com/article/investors-can-look-to-managed-futures-in-unsettled-markets, June 2, 2016
“Investors May Look to Managed Futures in Unsettled Markets, Managed futures funds promise to reduce volatility, but costs
and risks are high,” The Street, Mark Henricks, https://www.thestreet.com/story/13593744/2/investors-may-look-to-managed-
futures-in-unsettled-markets.html, June 2, 2016
“Actively Managed Bond ETFs: Ask, ‘What Am I Getting in This Package?’,” Financial Planning, Miriam Rozen,
http://www.financial-planning.com/30-days-30-ways/actively-managed-bond-etfs-ask-what-am-i-getting-in-this-package-
2696319-1.html, April 14, 2016
“ETFs and International Equity: A Cost-Effective Coupling,” Financial Planning, Miriam Rozen, http://www.financial-
planning.com/30-days-30-ways/etfs-and-international-equity-a-cost-effective-coupling-2696284-1.html, April 14, 2016
“Advisors, investors off mark on risk tolerance,” YAHOO! FINANCE, Anna Robaton, http://finance.yahoo.com/news/advisors-
investors-off-mark-risk-120000750.html, March 28, 2016 8:00 AM
“Many advisors, investors are off the mark about risk tolerance,” CNBC Portfolio Perspective, Anna Robaton,
http://www.cnbc.com/2016/03/28/many-advisors-investors-are-off-the-mark-about-risk-tolerance.html, March 28, 2016
“A Big ETF Shifts in China, Vanguard FTSE Emerging Markets will buy China A shares,” The Wall Street Journal, Ari I.
Weinberg, http://www.wsj.com/articles/big-etf-shifts-in-china-1435178746, July 6, 2015, 11:05 p.m. ET
“United Capital pivots away from mutual funds to proprietary asset management program,” Investment News Daily, Trevor
Hunnicutt, http://www.investmentnews.com/article/20150514/FREE/150519948/united-capital-pivots-away-from-mutual-
funds-to-proprietary-asset?NLID=daily&NL_issueDate=20150514&utm_source=Daily-
20150514&utm_medium=email&utm_campaign=investmentnews&utm_term=text, Thursday, May 14, 2015 @ 12:34 p.m.
“The Week Ahead: Don't Get Fooled Again,” Forbes, Markets, Tom Aspray,
http://www.forbes.com/sites/tomaspray/2015/03/13/the-week-ahead-dont-get-fooled-again/, 3/13/2015 @ 7:11PM
“INSIGHT-Buy-and-hold fund prospers with no new bets in 80 years,” Reuters, Ross Kerber,
http://www.reuters.com/article/2015/03/12/voya-longterm-funds-idUSL5N0VY58B20150312, Thu Mar 12, 2015 6:01pm EDT
“ETFs becoming popular in 401(k) plans,” The Dallas Morning News, dallasnews, Pamela Yip,
http://www.dallasnews.com/business/personal-finance/headlines/20141114-etfs-becoming-popular-in-401-k-plans.ece,
November 14, 2014, 8:43 pm
“Interest rates go up, stocks go down, correct?,” The Recorder, Harry Pappas,
http://www.pappaswealthmanagementgroup.com/files/60072/PVREC0206TAB033COMPRESSED.pdf, February 6, 2014,
Page 33
“How rising interest rates affect stock returns,” CBS Money Watch, Larry Swedroe, http://www.cbsnews.com/8301-
505123_162-57611817/how-rising-interest-rates-affect-stock-returns/, November 12, 2013
“Undiscovered Manager, A Good Fit,” Rob Wherry, Morningstar Advisor, Page 3, October/November 2013
“Another peek @ 4% SWR,” Early-Retirement.org Blog, http://www.early-retirement.org/forums/f28/another-peek-4-swr-
68220.html, September 4, 2013
“Can Owning Real Estate Increase Your Income?” Bernhardt Wealth Management Blog, http://bernhardtwealth.com/blog/,
June 24, 2013
“Quantifying Risk Tolerance,” 1 Raindrop, Gunnar Peterson's loosely coupled thoughts on distributed systems, security, and
software that runs on them, http://1raindrop.typepad.com/1_raindrop/2013/05/quantifying-risk-tolerance.html, May 7, 2013
“Risky Business: The Quiz That Could Steer You Wrong,” Jason Zweig, The Wall Street Journal, The Intelligent Investor,
Page B1, Saturday, May 4, 2013
“Media Reviews - December 8-15, 2012,” Bob Veres, Financial Advisor, Inside Information,
http://www.bobveres.com/archives/528-MEDIA-REVIEWS-December-8-15,-2012.html, February 23, 2013
“What is the Future of Funds of Hedge Funds?” Arnerich Massena, Inc., Tony Arnerich, etal, www.am-
a.com/company/research/wp_fof.pdf, January 2013
“Investing - Recent Research: Highlights from December 2012,” The Finance Professionals’ Post, A publication of the New
York Society of Security Analysts, http://post.nyssa.org/nyssa-news/investing/, 12/17/2012
“Upside Risk, Europe As Great Investment Opportunity, And Other Contrarian Thoughts,” Jeff Schlegel, FA News,
http://www.fa-mag.com/fa-news/11811-upside, July 31, 2012
”Historical Monthly S&P 500 Volatility,” David Hunkar, Seeking Alpha, http://seekingalpha.com/article, September 21, 2010,
about: SPY
“Opalesque Exclusive: Has the trek down the road to forgiveness between hedge funds and fund of hedge funds started?,”
Kirsten Bischoff, US News Editor, Opalesque, www.opalesque, August 6, 2009
”Portable Alpha to be ‘reborn’ according to author,” Today’s Post, allaboutalpha.com, Chartered Alternative Investment
Analyst (ACIA) Association, May 14, 2009
“Expert Advice to Grow Your Business - Find the Experts,” The Sell Better Blog, www.thesellbetterblog.com/radical/entry,
March 10, 2009
“Tastes & Trends – Money Trends,” Old Farmer’s Almanac, 2008 edition
“New Twists On The Oldest Economy, Agriculture could be poised for long-term growth,” Jeff Schlegel, Financial Advisor,
November 2007
“The Rate-Cut Rally Continues,” The New York Times, Business, Markets, September 22, 2007
“Oracle’s profit helps lift stock prices,” Tim Paradis, Markets, Business/Technology, The Seattle Times,
http://seattletimes.com/html/businesstechnology/2003896230_stox22.html, September 22, 2007
“Stocks End Higher After Oracle Earnings, Stocks Finish Higher Following Strong Oracle Earnings; ‘Triple Witching’ Adds to
Volume,” abc NEWS, http://abcnews.go.com, September 22, 2007
“Stocks Up After Oracle, Nike Earnings,” Tim Paradis, AP Business Writer, Associated Press, 12:32 p.m. ET, September 21,
2007
“Market Movers, AmeriCredit Surges; Brady Loses Ground, Airlines Retreat,” Karen Talley, The Wall Street Journal, Dow
Jones, Page C6, September 13, 2007
“U.S. Crisis Underscores Global Links,” Tim Paradis, YAHOO! NEWS, http://news.yahoo.com/s/ap, 1:58 p.m. ET, August 26,
2007
“U.S. Crisis Underscores Global Links,” Tim Paradis, Chicago Tribune Online, www.chicagotribune.com/business, 12:58
p.m. CDT, August 26, 2007
“Fund Track, Some Bond-Fund Tortoises Beat the Hares Like Pimco,” Michael A. Pollock, The Wall Street Journal, Dow
Jones, Page C2, August 24, 2007
“Stocks fall in late-day sell-off,” Lynn Thomasson, Chicago Tribune Web Edition, www.chicagotribune.com, 5:18 p.m. CDT,
August 13, 2007
“U.S. Stocks Fall on Financing Concern; MBIA, Exxon Lead Drop,” Lynn Thomasson, Bloomberg News,
www.bloomberg.com, 18:47 EDT, August 13, 2007
“Finance News, The Street’s Recession Fears,” BusinessWeek online, Yahoo! Finance India, 12:00 a.m., Tuesday August 7,
2007
“Investing, The Street’s Recession Fears,” Ben Steverman, BusinessWeek online, www.businessweek.com, 12:01 a.m. EST,
August 6, 2007
“Market Outlook: Analysts See Opportunity in Volatility,” Phyllis Goffney, CNBC.com, , www.cnbc.com, 2:12 p.m. ET, August
5, 2007
“Market Outlook: Analysts See Opportunity in Stock Swings,” Phyllis Burke Goffney, www.cnbc.com, 3:33 pm ET, August 3,
2007
“OVERESTIMATING THE FED,” Britannica Online Encyclopedia, August 2007,
http://www.britannica.com/bps/additionalcontent
“Stocks Scale the Wall of Worry,” Ben Steverman, www.businessweek.com, 12:01 am EST, July 13, 2007
”Market Snapshot, Stocks Soar to Records,” Ben Steverman, www.businessweek.com, 1:27 pm EST, July 12, 2007
“Market Movers, Schwab and BCE Post Gains,” Karen Talley, The Wall Street Journal, Dow Jones, www.wsj.com, July 3,
2007, Page C6
“U.S. Stocks Rise, Led by Shares of Energy, Technology Companies,” Michael Patterson, Bloomberg News,
www.bloomberg.com, 18:15 EDT, June 27, 2007
“DJ European Morning Briefing: Interest Rate Jitters Subside,” www.capital.gr/tools, 08:00 - June 14, 2007
“Stocks recover as bond yields ease,” Tim Paradis, Markets, Business/Technology, The Seattle Times,
http://seattletimes.com/html/businesstechnology/2003747016_stox14.html, June 14, 2007
“The Closing Bell: Garmin shares find the right direction in reaching record,” Kansas City Star, June 13, 2007
”Wall Street Rebounds, Dow Up 187 Points,” Tim Paradis, AP Associated Press, 6:13 pm ET, June 13, 2007
“Mutual Funds: In Fashion,” Scott Reeves, www.cnbc.com, 11:57 am ET, June 1, 2007.
“Editorial Stocks Rise on Deals, Short Covering,” Yahoo! Finance Singapore, Tuesday, May 29, 2007, 6:01 pm
“Market Snapshot, Stocks Rise on Deals, Short Covering,” David Bogoslaw, BusinessWeek.com, May 25, 2007, 5:00pm
EST
“Market Movers, J.C. Penney Rises 5.3%; H-P Falls,” Karen Talley, The Wall Street Journal, Dow Jones, www.wsj.com, May
18, 2007, Page C5
“DJ US Stocks Pull Back As Hewlett-Packard Slides, Oil Rises,” www.capital.gr/news, 23:36 - May 17, 2007
“Dangerous Curves Ahead,” NEC Chronicle, AIG Financial Advisors, May 17, 2007, Page 3
“Dollar’s decline could boost some industries, U.S. currency near record low against euro,” www.msnbc.msn.com, April 23,
2007, 10:48am PT
“Weaker dollar altering economy,” The Boston Globe, Saturday, April 21, 2007
“Dollar’s decline could hurt, help different sectors,” Arizona Daily Star, April 21, 2007, Section D
“Week’s Business: Dollar Fall Offers Boost for Some Industries, Portends Larger Economic Shift,” The Associated Press,
Tim Paradis, April 20, 2007
“Dow Closes Higher on Longest Winning Streak in Four Years,” Market Update - News - CNBC.com, www.cnbc.com, 7:45
p.m. ET, April 10, 2007
“Market Outlook: Slower Profit Growth May Still Offer Upside Surprises,” Phyllis Burke Goffney, CNBC.com, 6:17 p.m. ET,
March 30, 2007
“Ideology Investing With SMAs - Philanthropy and separate accounts charitably co-exist,” Sydney LeBlanc, Financial
Advisor Magazine, March 2007 Issue
“Stocks pull back as oil prices climb, Wall Street chalks up one of its worst weeks in months,” The Associated Press, 5:45
a.m. PT February 26, 2007
“Stocks slip amid steep oil prices,” Tim Paradis, Markets, Business/Technology, The Seattle Times,
http://seattletimes.com/html/businesstechnology/2003586742_stox34.html, February 24, 2007
“Stocks Tumble in Late Afternoon Trading,” Tim Paradis, AP Associated Press, February 23, 2007
“FUND VIEW – Genworth’s Brown Bets On Asian Bonds,” Reuters Global News, February 13, 2007
“Five for the Money,” Sectors: 2007’s Comeback Kids, www.businessweek.com, January 3, 2007
“Free Cash Flow And Shareholder Yield,” William W. Priest and Lindsay H. McClelland, John Wiley & Sons, Inc., Hoboken,
NJ, Copyright 2007
“Looking for Stocks to Celebrate in 2007,” Sunday Wall Street Journal, December 10, 2006
“Flying Blind,” Financial Advisor Magazine, December 2006
“Will Ballots Favor Bulls or Bears?,” BusinessWeek Online, www.businessweek.com, November 8, 2006
“Mutual Funds Monthly, Going Beyond Bonds Can Pay Dividends,” Michael A. Pollock, The Wall Street Journal Online,
www.wsj.com, November 6, 2006
“DJ European Morning Briefing: Stocks Lower Ahead Of ECB,” www.vb.is/index, 08:25, November 2, 2006
“Business News Markets Stocks decline amid new data,” Los Angeles Times, Times Wire Services, November 2, 2006
“Business Briefs,” Amarillo Globe-News, Staff and wire reports, http://amarillo.com/stories/110206/bus_5942989.shtml,
November 2, 2006
“Market recedes further on data,” The Star Ledger, www.nj.com, November 2, 2006
“Business: Stocks fall on weak manufacturing and housing data,” JournalStar.com, Lincoln, Nebraska, November 2, 2006
“Investing In Rare Coins Finding The Emperor’s Clothes,” Numismatic Investments Corporation, www.coinportfolios.com,
November 2006
“Stocks Drift after Soft Economic Data,” BusinessWeek Online, www.businessweek.com, November 1, 2006
“Stocks Mixed on Manufacturing Report,” Associated Press Newswires, New York, November 1, 2006
“Stocks Fall on Weak Economic Data,” Financial News - Yahoo! Finance, November 1, 2006
“Personal Finance, Before You Leave The Beaten Path…,” BusinessWeek.com, October 2, 2006
“Before You Leave the Beaten Path…,” BusinessWeek Magazine, October 2, 2006
“Markets Alternative Investments Minting Money,” Wealth Manager Magazine, Pages 69-71, September 2006
“September 11’s Lesson for Investors,” BusinessWeek Online, www.businessweek.com, September 11, 2006
“Minting Money,” James Picerno, The Capital Spectator, September 2006, WM Archive, Library of Wealth Manager,
www.capitalspectator.com
“Separate Accounts Unified Managed Accounts A One-Source Bounty?,” BARRON’S, Pages 27-29, August 21, 2006
“Derivative Use In SMA Portfolios,” Sydney LeBlanc, Financial Advisor Magazine, www.fa-mag.com/past_issues, July 2006
“Ask TheStreet: Preferred Stock,” www.thestreet.com, July 7, 2006
“Doling out the Bounty,” Financial Planning Magazine, May 2006
“Understanding The Rare Coin Market,” Barry Stuppler, Barry Stuppler & Company, Inc., www.coinmag.com, April 26, 2006
“Breaking The Mold,” Sydney LeBlanc, Financial Advisor Magazine, Pages 99-100, January 2006
“U.S. stock rally seen out of step with economy,” Reuters News, Reuters Limited, June 6, 2003
CELL 818.983.6126 EMAIL [email protected]
