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Russell Wild

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Form ADV
Part II (Disclosure statement, as required by law)

Letter of Engagement

Hear Russell on the radio… The Index Investing Show, May 14, 2011

Russell Quoted in the Media

A Spring Guide to Cleaning Up Your Financial Life
By Kimberly Palmer
U.S. News & World Report, April 01, 2011

Talk Your Teen through Tough Economic Times
Having a frank chat about the recession can ease kids' fears and prepare them for the future.
By Jennifer Barrett
CNNMoney.com, February 12, 2009

How to Choose Among Financial Professionals
Most people in search of an adviser want guidance and reassurance from someone they trust. And trust, after all, is the linchpin of a profitable relationship.
By Jeffrey R. Kosnett
Kiplinger's Personal Finance magazine, November 2008

This Is Rocket Science
Academic ideas spawned one company's great funds. But to get them, you must play by its rules.
By Bob Frick

Kiplinger's Personal Finance magazine, October 2008

What to Do When Your ARM Adjusts
Facing a rate boost? You're better off converting to a fixed-rate loan.
By Jessica Anderson
Kiplinger's Personal Finance magazine, May 2007

The New Calculus of Designer ETFs: Financial engineers create enhanced indexes.
By Joshua Brockman, Kiplinger's magazine, June 2006
Exchange-traded funds are dull. How can we say that about the fastest-growing segment of the mutual fund business? Simple. The overwhelming majority of ETFs track traditional indexes.

Millionaire or Not, You Can Find a Financial Planner
By Coeli Carr, New York Times, July 2005
Norman Iannarelli sought the services of a financial adviser after he inherited a family home and other modest assets last year. Before that, the thought of hiring a financial planner had never occurred to him.

Not Much Dazzle for Kids Funds
By Richard Diennor, BusinessWeek Online, August 2004
Mutual funds that target children and their parents offer mixed returns lately. They don't really teach key investing concepts, either.

Money in Your Pocket, Time on Your Hands
By Linda Formichelli, Bankrate.com, May 2005
How much did that super-grande caramel mochaccino that you had this morning cost? Just $5, you say?