Presentations, In the News, Periodicals
Presentations
Topic:
Investor Psychology: A Tale of Two
Hemispheres, Presented at Atlantic Canada
CFA Society (Apr 5, 2010) CFA Society of Iowa (Mar
10, 2010) Providence Society of Financial Analysts
(Feb 11, 2010) Topic: Psychology of
Investing Forecast Dinner, CFA Society of
Saskatchewan (Jan 14, 2009) Topic:
Psychology of Investing, Presented at CFA Society
of Salt Lake Utah (Jan 7, 2009) CFA Miami (Nov 5,
2008) CFA Society of Virginia (Sept 18, 2008) CFA
Society of Vancouver (Jun 3, 2008) CFA Finland (May
28, 2008) CFA Society of Sweden (May 26, 2008) CFA
Society of Montevideo Uruguay (Oct 27, 2007) CFA
Society of Buenos Aries (Oct 25, 2007) CFA Society of
Barbados (Oct 23, 2007) CFA Society of Portland Maine
(May 15, 2007) CFA Austria Society (Feb 13, 2007)
Topic: Psychology of Investing
or Art of Investing Forecast Dinner, Czech CFA
Society (Feb 12, 2008) The Key to Investor
Success: Behavioral Finance and Women s Habits, at
Altfest Personal Wealth Management s Women s Financial
$PA (Nov 3, 2009) Guest on Money Matters with
Scottie McCall Afternoon Edition a top-rated financial
radio program in New England (Aug 14, 2009)
Topic: Behavioral Finance So What?
Presented at NAPFA in Washington DC (June 6, 2009) and
Boston Security Analyst Society (Jun 15, 2009)
Topic: How to Deal Successfully With Clients
of Different Personality Types, presented to RINET Wealth
Management (Nov 14, 2007) Training program in
Investor Psychology At the Arthur Lok Jack Graduate
School of Business, The University of the West Indies
Sponsored by the CFA Society Trinidad and Tobago (Oct
22, 2007) Presenter and Moderator at Financial
Research Associates 2007 IRA Rollover Summit: From
Trends Research and Practice to Cutting Edge
Strategies Gain Insights on the Industry Pulse (July 9,
2007) Speaker on Behavioral Risk
for Boston
Security Analyst Society (Oct 26, 2006)
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
In the
News
2011
On Helping Clients to
Think Clearly
Wall Street Journal Blog
Financial Adviser, February 2, 2011
(pdf:
210k)
Five Star Wealth Manager
for 2010 and 2011 among Wealth Managers scoring highest
in overall client satisfaction
Boston Magazine, 2010 &
2011
(pdf:
13mb)
2010
On Behavioral Finance &
Women s Habits
The Financially Savvy
Woman, Altfest Personal Wealth Management publication,
Winter Edition, 2010
(pdf:
220k)
2009
Behavioral Finance: a
Three-Part Model for Client Relationships
Advisor Perspectives, July
14, 2009
(pdf:
111k)
2005
Quoted in Boston Globe,
Portfolio Should be Driven by When You ll Need the Money, January 5th, 2005
2003
How Niche Practitioners
Connect With Clients
Horsemouth.com, November
11, 2003
(pdf: 49k)
Quoted in Investment
News, Mutual fund scandals force soul-searching,
November, 2003
Quoted in CPA Wealth
Provider, Handling the Bosses, July 2003
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)
Quoted in Investment
News, Bracing for deflation, just in case, January
27, 2003
2002
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)
2001
IRA Losses -- Can You Deduct Them or Not?
mPowerCafe.com, November 20, 2001
(pdf: 162k)
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
Steps to Retirement: How to make
sure you have the green to finance your fairway dream
BusinessWeek.com, October
30, 2001
(pdf:
169k)
Article in NAPFA
Advisor, AIMR's Performance Presentation Standards
Set High Bar for Investment Managers, April 2001
The Self-Employed: Rx For
Your HR
Forbes.com, January 1,
2001
(pdf:
153k)
2000
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)
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
1995-1999
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
Periodicals
Case Study: Financial
Choices for the Taylor Family
ASAAJ-CFA Institute CFA
Society of Japan Joint Seminar, March 19, 2007
(pdf:
283k)
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
Assessing Client Risk: a
Two-Dimensional Approach
Advisor.Morningstar.com, August 1, 2000
(pdf:
86k)
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