Channel 12 “On the Money” interview 3/4/10

Institutional Investing: A Problem for Individuals

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Channel 12 “On the Money” interview 4/15/10

Hidden Risks in 401(K) Plans

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Five Star Award - 2009  Best in Client Satisfaction Wealth Manager  Westchester Magazine's annual consumer survey seeks the county's best wealth managers in client satisfaction.




Five Star Award - 2010  Best in Client Satisfaction Wealth Manager awarded 2nd consecutive year.





Westchester County Business Journal 8/24/09  "Time for a Change" - Asset allocation doesn't go far enough to protect clients' assets.  There's so much more.

Fairfield County Business Journal 2/23/09  "Budgeting and Human Risks" - People aren't institutions.  Investing like an institution could leave individuals with unattended risk.

Bank Investment Consultant 9/29/09  "Roth Ignorance Clouds Significant Opportunity" - Big Roth News

Morris Media Group, May/June 2010 Women and finances