Articles:

Cutting Through The Confusion

 

Fiduciary and Suitability

 

Financial Plan

 

Hot Stock Recommendations?

 

Improve Your Financial Life

 

Insurance Review

 

Investing in More Objective Advice

 

Investment Policy Explains All

 

Life Insurance at an Early Age

 

Market Outlook and Federal Stimulus

 

The Mid-Year Financial Check-Up

 

On a Wing and a Prayer

 

The Most Important Investment Decision

 

A Winning Relationship:  You, Your Advisor and Schwab

 

Tax Tips 2008

 

Twenty-Five Tax Law Updates for 2009

Newsletters:

April 2009 - Improve Your Financial Life

 

March 2009 - What will the stock market do?

 

February 2009 - Most Important Investment Decision and Tax Tips

 

January 2009 - Fiduciary vs. Suitability and College Cost Reduction

 

December 2008 - Most Important Investment Decision and Tax Tips

Published Articles:

Financial Focus: What to do when you pay is cut.

Sunday March 1, 2009, Record Searchlight

 

Financial Focus: Defined Investment Program

Sunday February 22, 2009, Record Searchlight

 

Financial Focus: Madoff scam has lessons for investors

Sunday January 18, 2009, Record Searchlight

 

Financial Focus: Bear Market Portfolio

Sunday October 26, 2008, Record Searchlight

 

Financial Focus: Establishing Savings Habits

Sunday September 28, 2008, Record Searchlight

 

Financial Focus: Financial Institutions Goals

Sunday July 27, 2008, Record Searchlight

 

Financial Focus: Why is Fiduciary so important

Sunday Feb 14, 2008, Record Searchlight

For Advisors:

 Introducing a New Perspective to Independence