Those who know me, know I'm rarely at a loss for words. Being involved in my profession, I am often asked by journalists for insight into specific issues. The following is a listing of selected quotes with links to the original article if available.
- Last Update July 2001
- LA Times - July 5, 2001
Assessing Value of the Advice and the Advisor
- Electronic Accountant - July 2 - 22, 2001
New Study Says the Future of Stocks Still Attractive
- Accounting Today - January 29 - February 11, 2001
PFP Confab Showcases Peaks and Valleys of Wealth Care
- Accounting Today - January 29 - February 11, 2001
Falling Stars: Morningstar Rankings Don't Persist, Says Study
- Investment Advisor - March 2000
The Big Un-Easy
- Journal of Accountancy - January 2000
The Quest to Outperform
- Accounting Today - December 13, 1999
AICPA Meeting to Spotlight Investment Management
- Business Week - September 20,1999
Annuities that won't Cause You Pain
- Business Week - July 19, 1999
Building the Best Retirement Plan
- Humberto Cruz - Finance - Money Matters - April 1999
Overshoot your Retirement Savings Goal, just in case
- The Holland Sentinel - July 26, 1998
Figuring out your retirement Savings
- 1998 Fortune Investor's Guide - December 29, 1997
Avoiding the Taxman
- 1998 Fortune Investor's Guide - December 29, 1997
Why it's Time to Unbury Treasuries
- Jane Bryant Quinn - November 11, 1997
Long-Term Care Insurance May Be Worth the Premium
- Washington Post - August 12, 1997
To Roth IRA, Just Say Yes
- Colorado Springs Business Journal - October 4, 1997
Local Financial Advisers listed in top 250 by National Magazine
- Fortune Magazine - 7/24/95
How Your 401(k) Can Make You Rich
2001 Speaking Calendar
As part of my payback to the profession, I often speak to financial planning organizations across the country on IRA's, Roth IRA's, Insurance and Estate Planning. My focus for 2001 is to increase awareness of what I refer to in this linked article as Retirement Calculator Disasters
2001 Speaking Calendar:
- January 8 & 9 - San Diego, CA - AICPA Annual Personal Financial Planning Conference
- February 20 - Colorado Springs, CO - Estate Planning Council
- April 23 - Birmingham, MI - Michigan CPAs and CFPs
- May 16 - Dallas, TX - Closed Circuit Educational TV
- June 19 - Seattle, WA - 2001 Pacific Northwest Financial Planning Conference
- July 23 & 24 - San Francisco and Los Angeles, CA - California Society of CPAs 2001 Personal Financial Planning Conference
- September 20 - Colorado Springs, CO - Colorado Society of CPAs - New IRA Distribution Rules
- November 2 - Portland, OR - Oregon Society of CPA's 2001 Personal Financial Planning Conference
- November 6 - New Orleans, LA - 2001 AICPA /CICA Eldercare Conference
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