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Media Citations & Presentations

Media Citations
Media Article Title with Citation Date
Wall Street Journal Jennifer quoted in “You Paid for College How?” Jul. 27, 2012
Financial Adviser
a blog by Dow Jones
Julie quoted in "Diplomacy When Advisers Spot a Tax Gaffe" by Arden Dale May 22, 2012
San Jose Mercury News Technology section Julie quoted in "Managing Money: Websites like Jemstep, Wealthfront provide expert investment advice" by Pete Carey Jan. 30, 2012
RIABiz.com Jennifer quoted in "Brightscope to launch Yelp-like reviews" by Lisa Shidler Oct. 3, 2011
RIABiz.com Jennifer quoted in "Under fire, BrightScope says it will allow advisors to update simple information for free" by Lisa Shidler May 5, 2011
AARP Bulletin Jennifer quoted in "Rent or Own - What's Best for Empty Nesters?" by Leslie Pepper Dec. 22, 2010
San Jose Mercury News Julie quoted in "Financial planners put on 'Free Money in Hard Times' clinic at Sunnyvale Library" by Pete Carey Oct. 9, 2010
Financial Advisor magazine Jennifer quoted in "Plain English Made Simple" Oct. 2010
Bloomberg BusinessWeek Julie quoted in "Beyond Ozzie and Harriet" by Chris Farrell Dec. 3, 2009
InvestmentNews Julie and Jennifer featured in "Office décor can color bottom line" by Lisa Shidler Nov. 30, 2009
Financial Planning magazine Quoted in "Better Than Nothing" by Donald Jay Korn October 2009
Financial Planning Journal of India Quoted in "Information Technology - Using Technology & Software for Service and Delivery" by Ariadne Horstman and Vidya Krishnamoorthy July - September 2009
Wall Street Journal Julie quoted in " Nest-Egg Maneuvers, Making the Most of Your Roth IRA Conversion " by Kelly Greene Sept. 19, 2009
Financial Advisor magazine Quoted in "Lessons Learned" by Jeff Schlegel Sept 2009
Wall Street Journal Julie quoted in "Making Annuities Work For You And Your Heirs " by Brett Arends July 17, 2009
Financial Planning magazine Quoted in "Know the Score: Today, high credit scores are a financial asset. Are you helping clients make the most of theirs?" by Donald Jay Korn June 2009
Investment News Quoted in "Advisers see opportunity in private loans, mortgages," by Jeff Benjamin Aug. 4, 2008
Financial Advisor Mentioned in "Blueprint for Success" by David Drucker Mar. 2008
Financial Advisor Quoted in "Blueprint for Success" by David Drucker Mar. 2008
Wealth Manager Quoted in "The Big Five" by David Drucker Feb. 2008
NAPFA Advisor Featured in "Serving the Middle-Market Delegator" by David Drucker Nov. 2007
Chicago Tribune Quoted in "Rolling 401(k) into IRA widens investment picks" Oct. 7, 2007
The Associated Press Featured in "Watch out, it's a spending trap" the Your Two Cents column by Meg Richards Sept. 17, 2007
Chicago Tribune Quoted in "Army may be best tactic for attacking college loans" Sept. 2, 2007
Chicago Tribune Quoted in "Rules limit moving 401(k) money into a Roth IRA" Sept. 2, 2007
Money Magazine Featured in "Money Makeover: Riding a Wave of Bad Advice" July 2007
Chicago Tribune Mentioned in "Annuity Maze can have Hidden Traps" May 27, 2007
The Wall Street Journal Mentioned in "Financial Planning for the Not-Yet-Rich" May 23, 2007
The Sun Quoted in "Job Loss Messes up Game Plan?" January 7, 2007
Chicago Tribune Quoted in "Job Loss puts Added Pressure on Couple's Finances" January 7, 2007
BusinessWeek Mentioned in "Taking Stock of Your Adviser" Sept. 11, 2006
Investment Advisor Quoted in "How are they Managing Growth?" August 2006
Money Magazine Quoted in "The Money Move You Must Get Right" April 2006
Wall Street Journal / Getting Going Quoted in "Choosing a 529 College-Savings Plan: When It Makes Sense to Go Out of State" January 4, 2006
Bay Area Parent Quoted in "Family Finances" April 2005
Wall Street Journal / Getting Going Quoted in "Seven Places to Get Decent Yields" October 10, 2004
Physician's Financial News Quoted in "Picking a Prime Retirement Plan for Your Practice" August 2004
San Francisco Chronicle / Net Worth Quoted in "Be an aggressive, not reckless home buyer" July 11, 2004
Seattle Times / Business Quoted in "Microsoft cuts some perks with an eye on bottom line" May 20, 2004
Sunday Journal - Wall Street Journal Online / Restless Readers Chime In Letter to the Editor March 14, 2004
Wall Street Journal - Wall Street Journal Online / Mutual Funds Quoted in "Funds Adjust to Volatile Markets" February 2, 2004
San Jose Mercury News Quoted in "Primecore investors learn the hard way - shareholders sue, say company gambled, became a Ponzi game" December 21, 2003
Wall Street Journal - Wall Street Journal Online / Mutual Funds Quarterly Review Quoted in "Stock Funds Gain, Tech Rebounds -- but It's Not the Same" October 6, 2003
New York Times Quoted in "A Land of Market Timing (and Broken Watches)" October 5, 2003
Wall Street Journal - Wall Street Journal Online / Mutual Funds Quoted in "Cash Flows to Embattled Funds Aren't Seeing Dramatic Declines" September 18, 2003
Wall Street Journal / Financial Planning Quoted in "Can This Portfolio Be Saved?" July 9, 2003
Kiplinger's Personal Finance Quoted in "Code Red Cash" July 2003
Sunday Journal - Wall Street Journal Online / Readers Chime In Letter to the Editor June 28, 2003
Wall Street Journal / Getting Going Quoted in "Imagine There's No Children - Assessing the Cost of Your Kids" June 4, 2003
Wall Street Journal / Getting Going Quoted in "Higher Yields Not Higher Risk - Fine-Tuning Your Bond Portfolio" April 30, 2003
Wall Street Journal / Getting Going Quoted in "Finding a Financial Adviser Who Won't Sneer at Your Little Nest Egg" February 19, 2003
Bloomberg Wealth Manager Mentioned in "Technical Evolution - Here's a look at five technologies you can't afford to do without" February 2003
San Jose Mercury News Quoted in "Amid historic loss, stock market's role studied" December 21, 2002
Bloomberg Personal Finance Quoted in "Advice à la Carte" Dec. 2002-Jan. 2003
San Jose Mercury News Quoted in "Hiding tip income can cost workers in the long run" October 11, 2002
Kiplinger's Personal Finance Mentioned in "Tune Up Your Finances #24 November 2002
FPA-Interactive Quoted in "Chief Investment Officer and U.S. Growth Equities Head Depart American Century" August 27, 2002
Forbes Mentioned in "In Myself I Trust" June 10, 2002, page 176
Wall Street Journal / Getting Going Quoted in "Think Picking Stocks is Tough? Try Selecting a Financial Adviser" May 22, 2002
Financial Advisor Quoted in "Service Providers Skirmish" May 2002
Garrett Planning Network Authored Journalist's Featured Story Idea "Section 529 College Saving Plan Report" April, 2002
CBSMarketWatch.com Quoted in "College Saving Enticements" March 13, 2002
Garrett Planning Network Authored Journalist's Featured Story Idea "Smart Actions to Take in a Bear Market" January, 2002
National Public Radio / All Things Considered Interviewed in "Education and Taxes" January 2, 2002
Wall Street Journal / SmartMoney.com Quoted in "Is Now the Time to Buy?" and "Battening Down Your Budget" September/October 2001
CBSMarketWatch.com Quoted in "Education IRAs vs. 429s Tax-advantaged savings plans both improved for 2002" November 11, 2001
mPower Café (mpower.com) Quoted in "Nurture Your Portfolio Using Asset Allocation" October 2001
mPower Café (mpower.com) Quoted in "Nurture Your 401(k) Portfolio Using Asset Allocation" October 2001
The Christian Science Monitor Q/A in Work and Money "Reallocating the holdings of an elderly parent" January 7, 2002
The Christian Science Monitor Featured interview in "Facing the Bear" March 26, 2001
So You Want to be a Financial Planner? profile on pages 130-131 published 2001
YourMoney Featured on the cover and in the article "How to Increase Your Profits 50% August/September 1998

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