What we have to say about ourselves. What others (particularly the media) have to say about us. Here, you’ll find some of the latest examples of both.
Financial Experts Offer Baltimoreans Free Advice - Nov 5 2009 (article and video)
Investors Hone Country Fund Approach - TheStreet.com - Oct 2008
Market veers upward; few feel positive - Richmond Times Dispatch Oct 2008
Worth Award 2008 VA
Pension Protection Act of 2006
Helping Clients Simplify - August 2003
NAPFA Looks Ahead - June 2002
Innsbrook Rotarian - August 2002
Worth 250 Top Financial Advisors - September 2001
Clients beat path to financial planner - September 2001
Business Update - August 2001
Blending Instead of Balancing - February 2001
Worth 250 Top Financial Advisors - September 1999
Lehigh Valley Financial Advisor Honored - October 1997