RECENT BUSINESS & FINANCIAL CLIPS
(scroll down for older and non-business samples)
INSTITUTIONAL INVESTOR magazine,
June 2009
The 2009 All-Russia Research Team: Signs of recovery abound ... Equity industries: Metals & Mining and Oil &
Gas. Corporate Debt. Fixed-Income
Strategy.
BANKRATE.COM, June 2009
College: What's new in college savings plans.
BANKRATE.COM, June 2009
College: When not to use a 529 plan.
BANKRATE.COM, April 2009
Debt: Hard times call for hard money choices.
BANKRATE.COM, April 2009
Investing: What to do when companies cut dividends.
WINDOWS IN FINANCIAL SERVICES magazine, Spring 2009
Guardian One Stop Shop for Balanced Living: Guardian's Living Balance Sheet organizes every
piece of each account's financial picture in one place, and updates the information daily.
POINT OF VIEW magazine (cover story), April 2008
ETFs Offer Broader Market Exposure: Flexibility and efficiency drive the growth of exchange-traded
funds.
Derivatives Surge in Popularity: Use increases as plan sponsors look to manage risk and
boost returns.
DEALMAKER magazine, September/October 2007
My Mentor: Teacher's pet.
WINDOWS IN FINANCIAL SERVICES magazine, Summer 2007
Software Boosts Wall Street
Use of IM and Group Chat.
INSTITUTIONAL INVESTOR magazine,
June 2007
The
2007 All-Russia Research Team: Rarely has the market for Russian securities analysts been more competitive. Here are the researchers investors say provide the best guidance.
INSTITUTIONAL INVESTOR magazine, June 2007
The
2007 Latin America Research Team: Analysts are as much in demand as Latin American stocks.
Here are the ones voted best at covering the region.
DEALMAKER magazine, June 2007
My Mentor: Heirs to the Airmen.
WINDOWS IN FINANCIAL SERVICES magazine,
Spring 2007
AEGON improves collaboration,
data access and customer service with Web-based system.
DEALMAKER magazine, March/April 2007
My Mentor: Wingman to Mr. Winging It.
DEALMAKER
magazine, December 2006
Inside the Deal Shop--The Mouse That Roars: Roy Disney's $2 billion private-equity shop,
Shamrock, obviously loves media deals. But armed with a vested team and an altruistic
streak, it's rapidly breaking into new areas.
