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Quotes, Lectures, Workshops
Quoted in Media
Quoted in Boston Globe, Portfolio Should be Driven by When You’ll Need the Money, January 5th, 2005
Quoted in Investment
News, Mutual fund scandals force soul-searching,
November, 2003
Published a chapter (Investment
Art & Science) in Inside the Minds: The Return of
Bullish Investing - Understanding the Financial Markets,
for Wise Investing Now and Into the Future, Aspatore
Books 2003
Quoted in CPA Wealth
Provider, Handling the Bosses, July 2003
Quoted in Investment
News, Bracing for deflation, just in case, January
27, 2003
Quoted in Physicians
Financial News, A Question of Trust, July 15, 2002
Quoted in Medical
Economics, Pare Down Debt, November 5, 2001
Quoted in Reader's
Digest, How to Retire Early: The Way You Want,
October, 2001
Quoted in Business Week
Online, Steps to Retirement: How to make sure you
have the green to finance your fairway dream, October
30, 2001
Article in NAPFA
Advisor, AIMR's Performance Presentation Standards
Set High Bar for Investment Managers, April 2001
Quoted in
InvestmentNews, Fund group offers peace of mind - at
a price, May 8, 2000
Quoted in Bloomberg
Wealth Manager, Keeping Your Own Grass Greener,
April 2000
Quoted in The Boston
Globe, Making ends meet after spouse's death,
October 4, 1999
Quoted in Reader's
Digest: New Choice, Strategies for Singles,
September 1999
Quoted in The Boston
Globe, Avoid tying a financial knot, December 1,
1997
Quoted in Fee Advisor,
The Brave New World of Indexing, January 1995
Quoted in Dollars$ense,
Boomers: Scared but not Prepared, Fall 1995
On-Line Quotes & Articles
How Niche Practitioners
Connect With Clients
Horsemouth.com, November
11, 2003
(pdf: 49k)
Mirror, Mirror on the
Wall: Helping Small-Business Owners See the Big
Investment Picture
Journal of Financial
Planning, July, 2003
(pdf:
128k)
A Single Parent's Guide to
Financial Security
Bankrate.com, June 6, 2003
(pdf:
97k)
A Question of Trust
Physician Financial News,
July 15, 2002
(pdf:
118k)
IRA-to-IRA Transfers: A Way to Gain Flexibility
mPowerCafe.com, June 6, 2002
(pdf: 59k)
Expert Q&A: IRA
mPowerCafe.com, June 6,
2002
(pdf: 83k)
IRA Losses -- Can You Deduct Them or Not?
mPowerCafe.com, November 20, 2001
(pdf: 162k)
Steps to Retirement
BusinessWeek.com, October
30, 2001
(pdf:
169k)
The Self-Employed: Rx For
Your HR
Forbes.com, January 1,
2001
(pdf:
153k)
The End Is Near: Plan or
Be Damned
Advisor.Morningstar.com,
November 8, 2000
(pdf:
97k)
Top Planners Weigh In on
What to Do Now
ABCNews.com, October 18,
2000
(pdf:
77k)
When Professional Becomes
Personal
Advisor.Morningstar.com,
August 8, 2000
(pdf:
96k)
Assessing Client Risk: a
Two-Dimensional Approach
Advisor.Morningstar.com,
August 1, 2000
(pdf:
86k)
Lectures and Workshops
Market Technicians Association, Inc., Behavorial
Risk—Insights into Decision-Making under Uncertainty,
October 11 , 2005
Speaker for Information Management Network, Third Annual Forum on High Net Worth Real Estate Investing, September 20, 2004
Presenter for
Massachusetts State Teachers Pension, Planning for
your Retirement, December 10, 2003
Radio Show: "Dollars
and Sense" WBIX AM1060, October 7, 2003 during
National Financial Planning Week, on Director Corporate
Sponsorships: Risk tolerance - What is Appropriate?
Massachusetts
Association of Public Accountants (MAPA) Annual
Institute on Federal Taxation, Panel Chair and
Speaker, Personal Financial Planning, November 20 and
27, 2001, December 4, 2001
Radio Show: "Murphy's
Law", WBNW and WPLM, August 8th, 2001
KLD Seminar on
SAR/SEP Plans, April 6, 2001
Workshop for Harvard
Vanguard HMO, Financial Planning for Women, May 14,
1998
Seminars for Needham
High School Adult Education Program, (various
Financial Planning and Investing topics), Fall & Spring,
1994, 1995, 1996, 1997, 1998
Speaker for the
Massachusetts Association of Public Accountants,
Investment Planning, Worcester, MA, December 3, 1996
Panel Speaker for the
Bentley College Alumni Association, An Investment
Primer, Waltham, MA, September 26, 1996
Panel Speaker for the
Bentley College Center for Tax Studies, Tax Planning
with Investments for Higher Income Individuals, Waltham,
MA, June 13, 1996
Coordinator and Lecturer
for Week Long Intensive Investment Workshop for High
School Students, River School of Weston, Spring
1996
Guest Panel Member for TV
Program, New England Cable, Money Talk Show, Fall
& Spring 1993, 1994, Fall 1995
Guest Host for Radio
Program, The Money Experts, August 1994, 1995
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