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Articles

05/15/09 - How are Clients Changing Their Investment Portfolios Amid the Recession?

02/19/09 - NBC4 - Expert Offers Tips on Facing a Furlough

02/18/09 - NBC4 - How the Stimulus Affects You

01/16/09 - Business First - Investment Advisers Work to Bring Sanity, Calmness to Frazzled Client Base

01/04/09 - The Columbus Dispatch - Fighting Off the Bear

12/01/08 - Columbus CEO - Planned Giving 101

10/17/08 - Business First - Stock Market Upheaval Sends Investors to Advisors for Reassurance

10/07/08 - The Columbus Dispatch - Markets Rattle Any Nerves Investors Might Have Left

09/19/08 - NBC4 - Economic Worries: What Should You Do?

08/01/08 - Columbus CEO - Retirement Plans Can Help Small Businesses Minimize Taxes

06/16/08 - Business First - How Will Taxpayers Spend Their Government Rebates?

Television Appearances

02/17/09 - NBC4 - How the Stimulus Affects You

10/10/08 - NBC4 - Market Implications

10/08/08 - WBNS 10TV - Federal Reserve Rate Cuts

10/06/08 - NBC4 - Economic Bailout

Press Releases

Local Financial Advisor Honored with Columbus CEO Superstars Award

Advisor Acknowledged for Exceptional Perfomance

The BFG and Fairy Goodmothers

10 Financial Goals for 2008

Local Business Supports Toys for Tots 2007

'Tis the Season for Required Minimum Distributions

Federal Funds Rate Drops for the Third Time

Federal Funds Rate Drops Second Time in Six Weeks

Federal Funds Rate Cut

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