10/8/2003 Optimism Amid Stock Market Pessimism S&P Market Evaluationhttp://www.businessweek.com/investor/content/oct2001/pi2001107_1365.htm?c=bwmarketmailoct8&n=link3&t=email... 12/18/2001 Pimco bond fund manager named "Morningstar Fund Manager of the Year" twice http://www.pimcofunds.com/ads/billgross/index.html... 11/7/2002 More Growth Because of the Election and Fed Rate Cut Tectonic Shift? By Lawrence Kudlow With the Republicans’ power-drive electoral performance and recapture of the Senate in yesterday’s elections, the economic growth landscape may well change fo... 1/15/2003 Kudlow Comments on Bush Tax Plan Vaccinating the Virus By Lawrence Kudlow After all the gnashing of teeth about holiday sales, it turns out that retail sales in December increased 1.2%, yielding a 9.3% annual rate over the past t... 2/4/2004 The Case of the Missing Jobs This is an editoral from US News about the problem that we are having with a jobless recovery in the USA and the world. http://www.usnews.com/usnews/issue/040209/opinion/9edit.htm... 2/4/2004 S&P's Market Outlook for February 2004 THE OUTLOOK By Joseph Lisanti Blame the Fed Though market breadth already had started to deteriorate, many will fault the hint of rising interest rates for any correction What a difference... 3/21/2005 US News Editoral on the Rising National Debt http://www.usnews.com/usnews/opinion/articles/050321/21edit.htm The Case of the12 Zeros In the Budget Because of government obfuscation, most Americans don't realize the deep fiscal hole we're in... 6/22/2005 Businessweek Investing Recommends Portfolio Philosophy Like Ours http://www.businessweek.com/magazine/content/05_26/b3939601.htm... 12/13/2005 Before You Open That Nest Egg …From Wall Street Journal Before You Open That Nest Egg … Ten questions to ask before taking the first dollar out of your retirement savings http://online.wsj.com/article/SB113396961513516248-search.html?KEYWORDS=retirement... 12/13/2005 Into the Breach Asset Allocation for Retirement Nest Eggs Into the Breach Can you pick assets for your nest egg on your own? David Darst has faith in you -- and a few warnings http://online.wsj.com/article/SB113396967739716251-search.html?KEYWORDS=retirem... 1/10/2006 Separately Managed Accounts Marketing Blitz Coming SEPARATELY MANAGED ACCOUNTS: SMA marketing blitz is headed your way By Jeff Benjamin November 7, 2005 Investment News DETROIT - Financial advisers should brace for a full-scale educational and... 1/10/2006 Options Trading Rose 23 percent in 2005, More Push Expected Brokerage Firms are looking for more trading activity from clients, and pushing Options http://news.enquirer.com/apps/pbcs.dll/article?AID=/20051225/BIZ/512250302/1001... 1/13/2006 The Truth About Hedge Funds US New Article about Hedge Funds http://www.usnews.com/usnews/biztech/articles/060109/9hedge.htm... 9/1/2007 Where Fee-Based Brokerage Accounts Stand Are Fee-Based Brokerage Accounts a conflict of interest? The FPA says yes, Merrill Lynch says no. But with $106 billion in Fee-Based Brokerage Programs, Merrill Lynch has a lot a stake. http://r... 12/16/2007 Why Economists Are Betting a Recession Won't Happen From the Wall Street Journal Dec. 17, 2007 http://online.wsj.com/article/SB119784514764832443.html... 1/8/2008 The New Parent Trap From US News & World Report Today, 4 out of 10 parents of adult children help them out financially. This growing trend is swamping the boomers just as they are getting ready to retire. http://www.u... 1/9/2008 The Entreprenreuial Vocation How moral is Capitalism? Rev. Robert A Sirico looks at how the entrepreneuial spirit can be in the service of God. http://www.acton.org/publications/randl/rl_article_21.php... 1/23/2008 Jordan Gary in the News With volitility high and the market uncertain, the Time and Record News asked local investment advisors what they thought. http://www.timesrecordnews.com/news/2008/jan/22/local-advisers-unfazed-fal... 1/23/2008 Five Good Reasons Stocks Are Attractive Despite Downdraft Looking at the bright side of stock investments dispite the bumpy ride. http://online.wsj.com/article/SB120104564285208121.html?mod=money_page_left_hs... 1/29/2008 Golden Rule for the Golden Years Retirement doesn't just happen. How do you going to prepare. http://www.investmentnews.com/apps/pbcs.dll/article?AID=/20071126/REG/711260317/1042&template=printart... 2/14/2008 The Risk in 'Auction' Bonds One family learned the hard way that not all bonds are created equal. http://online.wsj.com/article/SB120295439920567161.html... 8/27/2008 Economics for the Summer Inflation is on the rise, new home constrution is lower than it's been in the last 15 years, but is it all bad news? http://www.businessweek.com/investor/content/aug2008/pi20080819_319909.htm?campa... 8/18/2008 Muni Bonds: Prize or Pariha Municipal bonds have been caught in the credit crunch, dropping their prices lower than they have been for over a century. But does that make them easy pickings or is the value drop justified? htt... 8/27/2008 Understanding the Bear Recessions and bear markets are scary times. But, by understanding what has historically happened in the market and the economy, it may be easier to put the fears to rest and ride out this storm. h... 9/3/2008 Investment Advisor's Report on the Market The Markets still look volitile, but there the indicators are looking more promising before the end of the year. http://www.investmentadvisor.com/article.php?article=9110... 10/8/2008 Closed End Funds Offering Good Value With the markets in turmoil, some closed end funds are offering a very good opportunity. http://online.barrons.com/article/SB122309026879904759.html... 10/30/2008 The Financial Crisis of 2008: A User’s Guide A look at the last nine months and where we are now http://www.gimlink.com/media/files/content/Free_Reports/GIMReport_2008-10-15.pdf... 10/31/2008 Even the Great Depression Couldn't Keep Stocks Down The economy is hurting right now, but is it another Great Depression? I think not! http://online.wsj.com/article/SB122523842928578209.html... 11/21/2008 Investing Climate Under Obama An interview with Mario Gabelli about the future of investing under Obama on FOX.com http://www.foxbusiness.com/video-search/m/21389277/investing-climate-under-barack-obama.htm?q=gabelli... 11/24/2008 In Bad Year for All, Bonds Suffer Most Once low risk investment, now seeing large loss. http://online.wsj.com/article/SB122727553234747775.html... 1/23/2009 Hedge Funds Vs. Mutual Funds ION looks into the differences between Hedge Funds and Mutual Funds and what makes hedge funds are so risky. https://www.iconadvisers.com/IconAdvisersESolution_WebUI/Public/Home/ICON_Hedge_vs_Mutua... 1/23/2009 Tremont Invested More Than Half Its Assets With Bernard Madoff This article explains the importance of diversivication even when being aggresive. http://www.bloomberg.com/apps/news?pid=20601087&sid=aqfr8yxohYEA&refer=home... 6/17/2009 Scammers and the Elderly, A Cautionary Tale When the Patriarch Fell Prey to Thieves, Relatives Took Matters into Their Own Hands. http://online.wsj.com/article/SB124520056162621509.html... 9/10/2009 Outlook on the Recovery The last year was a rollercoaster of downs and ups, where are we going from here? Dr. Jerry Webman discusses several different views on where the economy is going and how long it will take to get the... 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