Just some of the media hits

"Trends" participants

are receiving each month

Two clients have been invited to submit articles for consideraton to the Journal of Accountancy.  Michael Dowd, Millennium Credit Markets, New York, will prepare an article on how advisors can evaluate private equity investments, and Greg MIller, CPA, and Darlene Murphy, CPA, Wellesley Investment Advisors, Inc., Wellesley, will write about Absolute Return Convertible Investing.

Tom Geraghty, CPA, CFP, Stonegate Wealth Management, Fair Lawn, N.J., was featured in the May 2008 issue of the New Jersey Society of CPAs magazine New Jersey CPA on "Do Your Roth Planning Now, Not in 2010."  The Society has also asked Tom to do a podcast on children and money. 

Three Ink&Air Clients, Tim Decker, ISI Financial Group, Lancaster, Tom Geraghty, CPA, CFP, Stonegate Wealth Management, Fair Lawn, New Jersey, and Barry Taylor, CFP, Bingham, Osborn & Scarborough, San Francisco were interviewed for the April 2008 Kiplinger's Retirement Report about where in an investor's portfolio the recommended 4% should come from. 

Tim Decker also gave book readings for his new book "The Sleep Well at Night Investor" at Borders book stores in Lancaster and Harrisburg, Pennsylvania.  He will be interviewed on the national radio show "For the People" hosted by Chuck Harder, on the book's topic April 2 at 2:00 p.m.  

Seth Pearson wrote a byline article "Should Real Estate Be Part of my Retirement Plan?" that appeared in the March/April 2008 issue of Cape Business. 

Tim McCabe, Senior Vice President, PMFM/401kToolbox, Watkinsville, GA, appeared in releases about the first QDIA managed account fiduciary warranty.  Releases appeared in www.401kwire.com, Defined Contribution News, and Plan Sponsor magazine February 28, 2008.

Tim McCabe, Senior Vice President, PMFM/401kToolbox, Watkinsville, GA, appeared in releases about the first QDIA managed account fiduciary warranty.  Releases appeared in www.401kwire.com, Defined Contribution News, and Plan Sponsor magazine February 28, 2008.

Steve Craffen, Stonegate Wealth Management, Fair Lawn, N.J. appeared in the Star Ledger, Newark, N.J. in an article "Get a Clue About Mortgages," appearing in February, 2008.

Tim Decker was interviewed by Chuck Jaffe, on "Your Money" a business radio show on January 25 about the concept of Tim's new book, "The Sleep Well At Night Investor," and the inherent problems built into mutual funds. 

Michael Dowd, Millenium Credit Markets, New York, N.Y. appeared in Newsweek magazine in January, 2008, on the bright spot in private equity investing offered by private student residences. 

Seth Pearson, CFP, Pearson Financial Services, Dennis, MA, was featured in The New York Times, January 8, 2008,

regarding dynasty trusts, the subject of his book "The Two Million Dollar Gift." The article "Bequeathing, With Strings Attached," discussed the design and implementation of intergenerational or dynasty trusts.

Tom Geraghty, Stonegate Wealth Management, appeared in December in InvestmentNews.  He was also written about in December in a local New Jersey paper when he became a member of the Ed Slott "Elite IRA Advisor Group."

All of the PridePlanner board members were included in an overview article on marketing to gay and lesbian couples that appeard in the publication's December's 2007 Diversity Issue of Insurance Marketing Magazine.

Seth Pearson, CFP, Pearson Financial Services, Dennis, MA, served as a subject on reverse mortgages for the wealthy investors for MONEY Magazine's December issue

A PR Newswire release on Qualified Default Investment Alternatives quoting Tim McCabe PMFM/401kToolbox went out over the wire on October 30 and was picked up by 12 data base news services the first day.

John Scherer, Trinity Financial, Madison, Wisconsin, was quoted in InvestmentNews in October.

Tim Decker was used as a source for an article in Best Life that appeared in September 2007.

J.T. Hatfield was quoted in InvestmentNews about "Estate Planning for Gays Still Tricky" that appeared August 27, 2007.   JT is on the planning committee for the 2007 National Bi-annual Conference of PridePlanners. 

Dana Levit, CFP, Paragon Financial Services, was the subject of numerous interviews and author of a Soapbox article in Investment Advisor Magazine's November issue on the subject of financial planning for same-sex couples.  Echelon Magazine featured Dana in its October issue as president of PridePlanners tm, an organization providing education and resources for financial advisors working with unmarried couples. 

Barry Taylor, Bingham, Osborn & Scarborough, San Francisco, was interviewed by Susan Garland for Kiplinger's Retirement Letter on the subject whether, because of change in law in 2008, a person can convert directly from a 401(k) to a Roth IRA without first converting to a traditional IRA.

Seth Pearson, Pearson Financial Services, Dennis, MA, was interviewed by Susan Garland for Kiplinger's Retirement Letter discussing IRA and Roth IRA tax saving strategies.

Ron Mastrogiovanni, President of WorldCare North America, Cambridge, MA, was featured in an article on accurately projecting costs of health care in retirement for the Fidelity Update newsletter for financial advisors, Second Quarter, 2007 issue.  He was also written up on the same subject in the July 17 issue of National Underwriter. 

Barry Taylor, CFP, Bingham, Osborn & Scarborough, San Francisco, wis a source in Finanial Planning Magazine's upcoming August issue on the subject of non-correlation of assets. 

Barry Taylor, CFP, Bingham, OSborn & Scarborough, San Francisco, will be a primary source in an article in the August issue of Smart Money on buying or renting homes in retirement.

Tim Decker, ISI Financial Group, Lancaster, PA, is a source for Karen Hube's article to appear in Best Life Magazine in August. 

Ken Weber, Weber Asset Management, Lake Success, Georgia, will be featured in the August issue of Financial Advisor Magazine about hidden fees in 401(k) plans. 

Tim McCabe, 401k Toolbox, Watkinsville, Georgia, was quoted in mid-July, 2007, in www.401kwire.com,www.plansponsor.com,www.nuco.com (National Underwriter) and in Defined Contribution News, and InvestmentNews about the launch of the PMFM/401kToolbox Qualified Default Investment Alternative (QDIA) product with Guardian Insurance and Annuity Company.

Barry Taylor, CFP, Bingham, Osborn & Scarborough, San Francisco, was the sole source for the July 2007 issue of Kiplinger's Retirement Report on "Buy a Retirement House Now or Later."

Seth Pearson, CFP, Pearson Financial Services, Dennis, MA, was the by line author of a June article in Cape Business Magazine on "Lifetime Income Planning," including information on reverse mortgages.

Tim Decker, ISI Financial Group, Lancaster, PA., was a front page source in an InvestmentNews article by Darla Mercado, May 21, 2007 on "Rules Death No Help for Investors" about the Broker Exemption Rule and what it means to investors. 

"Growth fund not afraid to take contrarian stance" was the headline of a May 7, 2007 issue of InvestmentNews article featuring the Markman Core Growth Fund (MTRPX) managed by Bob Markman.

A checklist of Ken Weber's views on hidden fees in 401(k) plans appeared as a full page article under his by line in the Journal of Accountancy's May 2007 issue.

Ken Weber appeared in the April 25 issue of www.businessweek.com on the issue of hidden 401(k) fees.

Seth Pearson, CFP, Pearson Financial Services, authored a feature article in the March issue of Cape Business titled "Sell Smart: Charitable gift annuity trusts can reduce the tax burden on the sale of your home."

Ken Weber, Weber Asset Management, Soapbox featured opinion column "The Dirty Little Secret: Hidden Fees in 401(k) Plans" in Investment Advisor Magazine has been accepted for the March of 2007 issue.

The February 2007 issue of Investment Advisor Magazine featured Tim Chapman and PMFM, Inc., in a cover photo, and in an inside feature story titled "The Solution.  Tim Chapman and PMFM Manage wealth through separate accounts and also figured out a way to profitably offer advice to 401(k) plan participants.  It may well be the practice of the future."

Ken Weber was interviewed by Reuters columnist, Linda Stern, for an article moving over that newswire February 7, 2007, for possible pickup nationally on the "Myth of no-load funds."

The January 2007 issue of the Journal of Financial Services Professionals featured a journal length article by Anne Hartman on "Advising the "Retiree" Who Wants or Needs to Work."

Anne was also used as a source by Humberto Cruz for his syndicated column on Retirement in January 2007.

Ken Weber, Weber Asset Management was featured in the December 4, 2006 Defined Contribution and Savings Plan Alert newsletter in an article titled "N.Y. Asset Manager on Crusade of his own."

Robert Markman's fund - Markman Core Growth Fund" was featured in Kiplinger's online publication  in an article by Steve Goldberg in December 2006.

Robert Markman's fund - Markman Core Growth Fund" was written up in Chuck Jaffee's column for Marketwatch.com in December 2006.

Tim Chapman, PMFM, Inc., Watkinsville, Georgia, was interviewed by Don Korn for Financial Planning magazine's article on "It's a Good Year for Cash" that appeared in the October 2006 issue.

Seth Pearson was quoted in Karen Hube's article in  the Wall Street Journal's Encore Section on second home purchases that appeared in October 2006.

Dave Campbell, BOS, was interviewed by Karen Hube working on a story on Roth 401(k)s for Smart Money to appear in October 2006.

Kevin Dorwin, BOS, was interviewed by Sonja Ryst in an article on first time home buyers that appeared in BusinessWeek in August, 2006.

Susan Garland at Kiplinger's Retirement Letter interviewed Kevin Dorwin, BOS, on managing inherited money.  His quotes appeared in the September issue, 2006

Rachel Sheedy interviewed Dave Campbell, BOS at BOS for Kiplinger's Retirement Letter on Roth 401(k)s, inAugust 2006 issue.

World Care North America and its new concierge medical consultation services were written up in American Banker Magazine in July, quoting Ron Mastrogiovanni, president.

Seth Pearson, CFP, Pearson Financial Services, wrote a by line article for Cape Business Magazine "Before selling real estate, seek strategies to manage tax liabilities" that appeared in June 2006.

Seth Pearson, CFP, Pearson Financial Services, Dennis, MA was interviewed for an article to appear in Registered Representative in April about the benefits of real estate licenses in serving clients of financial advisor

Linda Leitz, CFP, EA, Pinnacle Financial Group, Colorado Springs, CO, was interviewed by personal finance reporter, Marilyn Gardner, of the Christian Science Monitor, for an article about what happens when a spouse does not review the tax returns for a March column.  

Barry Taylor, CFP, Bingham, Osborn & Scarborough, LLC, San Francisco, will appear as a source for the upcoming May issue of Spirit, the in-flight magazine of Southwest Airlines, discussing how husbands can best prepare their wives to handle financial realities when they are alone.

Seth Pearson, spoke with Joanne Cleaver, Real Estate Editgor for the Milwaukee Journal Sentinel on the Bush Administration's trial balloon to eliminate deductions on second home mortgages to appear in March

Tim Chapman, CFP, PMFM, Inc., Watkinsville, GA was interviewed by Tracey Longo in

February issue of Financial Advisor Magazine, on changes in the 401(k) industry.

Barry Taylor, CFP, Bingham, Osborn & Scarborough, LLC, San Francisco, was interviewed by Amy E.B. Crane for a Better Investing Magazine article on choosing between growth and value investments to appear in April

Kevin Dorwin, CFA, Bingham, Osborn & Scarborough, LLC, San Francisco, was interviewed by Linda Stern, freelance writer for Reuters newswire for a personal finance story on "Helping the Kids," 6/14/06

Seth Pearson, CFP, Pearson Financial Services, Dennis, MA, was interviewed by Mary Beth Franklin, Kiplinger's Pesonal Finance Magazine on changes in Medicaid, Long Term Care Insurance and Estate Planning for the upcoming Retirement Planning Guide, Spring, 2006.  

Seth Pearson was interviewed by Amy E. B. Crane for a Better Investing Magazine article on making an energy play with ETFs.

Jack Robinson, portfolio manager, Winslow Green Growth Fund (WGGFX) was interviewed by Peter Key, Philadelphia Business Journal, about the issues faced by Boards of Directors regarding Corporate Governance for a story appearing February 20, 2006.

Matt Patsky, CFA, Winslow Green Growth Fund (WGGFX) was interviewed about alternative energy stocks and their outlook in February 3, 2006, by Gail Marks Jarvis, nationally syndicated columnist for the Chicago Tribune. 

Linda Leitz, CFP, Colorado Springs, author of "The Ultimate Parenting Guide to Money Smart Kids" was interviewed by Linda Stern, for a January 2006 nationally-syndicated Reuters column about raising children to be responsible about money.

Jeff Lancaster, CFP, Bingham, Osborn & Scarborough, LLC, San Francisco, debuted his first column on the resource center at http://www.inc.com on February 1, 2006.   Titled "When It Comes to Risk, Be Realistic: Because of their natural optimism in business, entrepreneurs often ignore serious risks to wealth" it will be a monthly feature.

Jennifer Ellison, CFA, a portfolio manager with Bingham, Osborn & Scarborough, LLC, San Francisco, will be quoted in the March 2006 issue of Marie Claire about the impact younger working women can have on their future retirement security if they forego a pair of Manolo Blahnik shoes and regularly invest the $500 instead.

PMFM Inc.'s client, Chris McNeil, will be a source for a January 2006 Fortune Magazine story on changes in 2005 in 401(k) plans.  He talked with reporter Matthew Boyle about adding PMFM's 401k Toolbox service to his company's 401(k) plan.

Seth Pearson, CFP, Pearson Financial Services, was a primary source for an Investor's Business Daily story "CR Trust Helps Both Others and You."  Seth was quoted about the tax breaks that occur when charitable remainder trusts are part of estate planning in this story that ran on November 28, 2005.

William Urban, CFP, Bingham, Osborn & Scarborough, San Francisco, authored a 3000 word feature article for Investment Advisor Magazine's November 2005 issue "Raising the Bar: An advisory firm shares its method for keeping ethical issues top of mind for all its employees."  The article included numerous case studies discussed by all members of the firm at an annual, mandatory ethics meeting.

Robert Bingham, CFP, Bingham, Osborn & Scarborough, San Francisco, was featured in the October 2005 issue of Investment Advisor Magazine "Give With the Head as well as the Heart" in their "soapbox" section.  He wrote about

the duty of every financial advisor to discuss charitable giving with their clients.

PMFM, Inc., client Chris McNeil, wrote an article for the October 2005 issue of Employee Benefit News on his experience in selecting 401k Toolbox as the advice provider for his 401(k) plan participants. 

Seth Pearson, CFP, Pearson Financial Services, Dennis, MA, authored the article "Guarding the Castle" in the

October 2005 issue of Investment Advisor Magazine.  He discussed the importance of pre-planning real estate transactions before retirement to take advantage of the time required for certain tax deferral strategies.

Seth Pearson, CFP, appeared in the Retirement Newsletter, a subscription publication from www.marketwatch.com.  He was a source on dynasty trusts for editor, Robert Powell.

Mark Kaizerman's book Beneficiary Directory was featured in the Sunday, September 18 issue of USA Weekend, a national magazine that appears in 600 newspapers and reaches more than 22 million readers every Sunday.

Gibran Nicholas, Nicholas & Co., Ann Arbor, MI, was featured in the September/October 2005 AARP Magazine in an article by Karen Hube titled “Paying House” that discussed whether pre-retirees should pay off the mortgage early or borrow more.  The AARP Magazine has 13 million subscribers.  

Paula Chauncey, CFA, etre LLC, Boston, was interviewed for the August 28 Boston Sunday Globe article by Leonard Wiener titled “Meet the New 401(k): Your options for saving money for retirement are about to grow.”  You can read the article at http://www.boston.com/business/personalfinance/articles/2005/08/28/meet_the_new_401k/.

Deb Neiman, Neiman & Associates, Watertown, Mass., was featured  in AdvisingBoomers.com, published August 23, 2005.  She spoke with editor Richard Koreto on "Love and Marriage?" a discussion about her new book "Money  Without Matrimony," published by Dearborn Publishing.  You can read the article at http://cms.nationalunderwriter.com/cms/AdvisingBoomers/Monthly+Issues/2005/08/Weekly/nuab_weekly_082305.htm.

Gibran Nicholas, Nicholas & Co., Ann Arbor, MI, appeared in mortgage-related July stories in Investor's Business Daily, Financial Advisor Magazine, and National Underwriter. 

Mark Kaizerman has been interviewed for a story in the 3 million circulation AARP Magazine.  Mark will also appear in an Employee Benefit News article on increasing productivity by helping employees understand what financial documents are needed and how to collect and transfer important financial documents to beneficiaries. 

A Kiplinger Personal Finance Magazine story on Long Term Care quoting Marilee Driscoll, Long Term Care Learning Institute, Plymouth, Mass.,has been picked up for inclusion in an upcoming issue of the 10 million circulation Reader's Digest. 

Tim Chapman, PMFM, Inc./401k Toolbox, was interviewd by Eileen Alt Powell, Personal Finance Reporter for Associated Press for an early June column on discretionary management of participant assets within a 401(k) plan.

 Gary Hager, Integrated Wealth Management, Raritan, N.J., has had an article accepted for the June 2005 issue of the Journal of Financial Services Professionals on Spousal Lifetime Annuity Trusts and Super Trusts.

Seth Pearson, Pearson Financial Services, Dennis, MA, was featured in Financial Advisor's May 2005 issue on "Understanding Real Estate Exchange Deals."  He said "when you read the offering documents (for tenants-in-common deals) you won't like what you read."  Pearson redirects clients, instead, to private annuities, charitable gift annuities, or charitable remainder trusts.

Three Ink&Air clients, Seth Pearson, Dennis, MA, Ricky Grunden, Denton, TX, and Mark Kaizerman, Natick, Mass., appeared in the May 2005 issue of Employee Benefit News on what to do with 401(k) assets at retirement.  In addition a .pdf file will be posted on BenefitNews.com so that benefit managers may pass the article around to employees.

Ross Lasley, KISS Computing, begins a three-times-a-year appearance in the Journal of Financial Services Professionals with a column to appear in the May 2005 issue "Marketing Professionals are Behind the Curve in Creating Web Sites that Drive Business."

Gibran Nicholas, Nicholas & Company Mortgage Planning Solutions, Ann Arbor, Mich., was featured in a byline article on "Use a Lease Option Strategy to Improve Your Profitability" in the Mass.-based Banker & Tradesman Commercial Real Estate special section on April 25. 

Mark Kaizerman, CPA, CFP, Kaizerman & Associate, and his book "Beneficiary Directory" were featured during Sharon Epperson's CNBC personal finance segment that ran three times on April 21, 2005  

Jill Hollander, CFP, and Dana Levit, CFP, co-authored an article appearing in the April issue of Investment Advisor 2005 titled "Together But Separate: Planning for Unmarried Couples of All Stripes Is a Challenge, But Can Be Done.  Here's What to Keep in Mind."

Mark Kaizerman, CPA, CFP, Kaizerman & Associate, was featured in "On Retirement" Humberto Cruz's nationally syndicated newspaper column, about transfering important documents from one generation to the next, based on the Terri Schiavo case.  The article recommended that readers get the book "Beneficiary Directory" to get started.  Mark's book was also reviewed in the April 2005 Journal of Financial Planning, as well as on www.financial-planning.com, also in April.  Financial Advisor Magazine's March 2005 issue featured Mark in a story about his book and the intergenerational transfer of assets.

Paula Chauncey, CFA, Etre, LLC, was a source for Meg Richard's Associated Press column "When is a good time to sell a mutual fund," that appeared all over the country including WashingtonPost.com on March 8, 2005

Gary Hager, CFP, Integrated Wealth Management, Edison, N.J., and Mark Kaizerman, CPA, CFP, Kaizerman & Associates, Natick, Mass., were quoted in Investor's Business Daily on Monday March 7, 2005 in Paul Katzeff's article "Save on Taxes by Updating Estate Plan."

Don McCoy, Montgomery Investment Management, Edina, MN, was a source for Karen Hube's article in the AARP Magazine March issue on trusts.   Don also appeared in the March issue of the Wall Street Journal's quarterly Encore section.

Mindy Diamond, Diamond Consultants, was featured in a February 28, 2005 Investment News story by Jeff Benjamin "AEFA Aces Get Bonuses To Stay," on trends in the broker industry

Tim McCabe, PMFM, Inc., 401(k) Toolbox was a significant source for Ignites.com February 24, 2005 article "Assets Start Flowing for 401(k) Managed Accounts."

Gibran Nicholas, Nicholas & Company Mortgage Planning Solutions was a source for Ruth Simon's Wall Street Journal Article "The Unlikely Case for Fixed Rate Loans" on February 23, 2005.

ABN AMRO Retirement Services Group
Mark Metz, National Sales Director, was bylined or quoted on “Evaluating a 401(k) RFP” in three industry publications over the summer of 2004, including “Indian Gaming,”“Lodging HR”, and “The Trucker,” each publication reaching the leaders of industries represented by ABN AMRO’s top clients.

Diamond Consultants, Inc.
November 2004 issue of Registered Representative features a column “Career Moves. “Mergers & Acquisitions: A Checklist of Considerations When Your Firm Changes Management,” by Mindy Diamond. She also contributed a byline article to the October online version of Registered Rep titled “Prospects Grim for Wirehouse Brokers with Hybrid Books of Business,” and was interviewed on the subject for a November article in the print version. The “Career Moves: Strategies for Changing Firms,” column was proposed and named by Mindy Diamond, who served its first contributor in September 2004.

Etre LLC
Paula Chauncey, CFA, was interviewed for a November 1, 2004 "Wall and Main " Associated Press financial planning column on the impact of the election on small cap stocks.  She has had an extensive article on "REITS" accepted for publication in 2005 by the Journal of Financial Services Professionals. 

FundQuest, Inc.
The November 2004 issue of Financial Planning Magazine, quotes Brian Carroll, FundQuest director of separate accounts, in an article of the state of the separate account industry today.

KISS Computing
Ross Lasley’s article “Web Strategies for Start-up Companies” is under consideration for November 2004 issue of Boston Business Journal.

Integrated Wealth Management
Gary Hager, CFP, was featured in the Newark Sun Times as a source on alternative investments. He is quoted in the December 2004 issue of WORTH/ROBB REPORT Magazine on Business Continuity Trusts.

Marilee Driscoll
Marilee was a source for a story on long term care in the Wall Street Journal in September 2004 and in Kiplinger’s Personal Finance Magazine in October.

Montgomery Investment Management
Donald McCoy wrote an opinion column “Buy with its Tough to Buy, Sell When its Tough to Sell” that appeared in Financial Planning Magazine’s October 2004 issue.

Moore Financial Services
Susan Moore an article underconsideration for the Journal of Financial Services Professionals for 2005 publication titled “Financial Planning for Non-Traditional Families.”

Several additional clients of Ink&Air have been asked to write summaries for consideration in the same publication. They are Seth Pearson on “Boomers Will Mortgage Highly Appreciated Real Estate,” and Donald McCoy, Montgomery Investment Management, on “Reviewing IRA Beneficiaries Critical for Estate Planning.”

Nicholas & Company
Gibran Nicholas was featured in several articles on mortgage interest rates and managing mortgages in retirement during the spring and summer of 2004 in Investor’s Business Daily. The October 2004 Origination News ran his by line article "Building a Niche with Real Estate Investors" explaining to mortgage originators the income potential for the broker who provides higher level of service to real estate investor clients.

Pearson Financial Services
Seth Pearson is quoted in the November 2005 WORTH/ROBB REPORT Magazine on incentive trusts. Seth’s by line article on “Managing Highly Appreciated Real Estate in Retirement” in the September 2004 issue of Financial Planning Magazine was featured on the cover. Seth has been quoted on a variety of trust and managing highly appreciated real estate in retirement issues in Investor’s Business Daily, Palm Beach Daily News, CBSMarketwatch.com, and National Underwriter.

PMFM, Inc.
PMFM's Toolbox service was recently named "Advice Provider of the Year" by Defined Contribution News, a national trade publication . PMFM’s affiliation with ABN AMRO’s Retirement Plan Services Group appeared in www.401kwire.com, and “Managing 401(k) Plans,” an IOMA publication