The investment strategies and financial planning advice of our CEO, Ian Weinberg, appear in top national publications and financial media. Here are just a few:

2010 Articles

June 14, 2010
SmartMoney
Midlife Crisis: How to Cut the Cost

2009 Articles

August 1, 2009
Financial Planning
College Panic

July 23, 2009
AICPA Wealth Management Insider
What to Do With the Family Business

March 1, 2009
Bottom Line Personal
Should You Hire a Tax Preparer or Do It Yourself?

March 1, 2009
Investment News
Advisers: Recovering taxes for Madoff victims is tough
Few options exist for retrieving money that clients paid the IRS, but did not owe

January 2009
Forbes
2009 Retirement Guide

January 1, 2009
Investment Advisor
What to do with the Family Business

January 1, 2009
Wall Street Journal
Charting a New Course

2008 Articles

December 13, 2008
The New York Times - YOUR MONEY
Be Smart, but Don’t Think That You’re Special

August 16, 2008
The New York Times
Retire Now, and Risk Falling Short on Your Nest Egg

May 23, 2008
The Street.com
Planning Benefits for Domestic Partners

April 2008
Smart Money
Tax to the Future

March 31, 2008
Investment News
Battered by rocky markets, clients seek comfort from advisers

February 11, 2008
Investment News
Advisers mull options for insured muni bonds
Rating cuts for insurers could have spillover effect

2007 Articles

October 2007 Issue
From Investment Advisor Magazine
The Assets Clients Hide

December 5, 2007
THE WALL STREET JOURNAL
2007 YEAR-END FINANCIAL ADVICE
Tick Tock on Financial Moves For 2007

August 30, 2007
Smart Money
Infrastructure Spending May Bolster These Funds

2006 Articles

May 8, 2006
The Wall Street Journal
THE JOURNAL REPORT: SMALL BUSINESS -
A Rapid Buildup - Traditional pension plans are disappearing.
So, why are they expanding among small firms?

Monday April 10, 2006
Yahoo! Finance
Smoother Portfolio Ride Can Boost Returns

2005 Articles

October 18, 2005
Dow Jones
GETTING PERSONAL: Diluting A Concentrated Stock Position

September 28, 2005
The Wall Street Journal
Strategies to Ease Retirees’ Tax Load

May 17, 2005
Dow Jones
GETTING PERSONAL: Retirement Taxes Mind As Well As Wallet

2004 Articles

October 13, 2004
Dow Jones
GETTING PERSONAL: Now's The Time To Start Tax Preparation

August 27, 2004
Dow Jones
GETTING PERSONAL: IRA Money Invested In SMAs On The Rise

2004
Dow Jones
GETTING PERSONAL: Setting Up Pensions For Small Businesses

Older Articles

October 17, 2003
Newsday
Social Security Payouts to Rise

January 12, 2003
Newsday
INVESTING -SECTOR WATCH

March 5, 2002
Newsday
Markets Surge for Second Day

September 22, 2001
Newsday
The Experts’ Advice on Investing

December 1, 1997
Business Week
BONDS: TIME TO CRUISE FOR CONVERTIBLES?