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Form
ADV
Part II (Disclosure statement, as required by law)
Form
ADV Part II Schedule F
Letter of Engagement
Portfolio
Snapshot
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Russell Quoted in the Media
Look to Index Funds to Take the Guesswork Out of Investing
In this era of economizing and squeezing value from the money we spend, it seems odd that most investors still are not using inexpensive index mutual funds for their investments.
By Gregory Karp | Spending Smart, syndicated column
The Morning Call.com, March 8, 2009
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, June 2004
How much did that super-grande caramel mochaccino that you had this
morning cost? Just $5, you say?
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