What are ETFs and Why Should You Consider Them for Your Portfolio?
By Adam Shell
USA Today, August 24, 2020
Fixed Income for Dummies
A Wealthformula Podcast, 2020
Beware When Funds Can’t Pass the “Napkin” Test
By Noreen Rasbach
The Globe and Mail, February 27, 2015
4 Ways to Reorganize Your Finances
By Molly Triffin
Forbes.com, August 2014
Wild and Woolly World of International Bonds
By Michael Sincere
Fox Business, December 10, 2012
A Spring Guide to Cleaning Up Your Financial Life
By Kimberly Palmer
U.S. News & World Report, April 01, 2011
How to Choose Among Financial Professionals
By Jeffrey R. Kosnett
Kiplinger’s Personal Finance magazine, November 2008
This Is Rocket Science
By Bob Frick
Kiplinger’s Personal Finance magazine, October 2008
What to Do When Your ARM Adjusts
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 Personal Finance magazine, June 2006
Millionaire or Not, You Can Find a Financial Planner
By Coeli Carr
The New York Times, July 2005