In The News

We contributed to the media projects below with the goal of helping clients and consumers learn more about financial issues.
 
2010
 
 
SmartMoney, Kelli B. Grant, July 29, 2010, "Back to School Shopping Primer"
 
Baltimore Sun, Eileen Ambrose, July 9, 2010, “Professor says investors' grief over stock losses similar to the sorrow over losing a loved one”
 
Money, Linda Stern, July 2010, "Teach Your Teen Paycheck Savvy"

Advisor Perspectives, Nancy Opiela, June 8, 2010, "Ten Ways to Improve Manager Selection"

SmartMoney, Diana Ransom, May 21, 2010, "5 Tips for Sidelined Workers"

SmartMoney, Diana Ransom, April 23, 2010, "Paring Back So You Can Retire Comfortably"

SmartMoney, Diana Ransom, March 26, 2010, "Insecurities Surface in Social Security"
 
Consumer Reports: Money Adviser, Greg Daugherty, April 2010, “Eight Reasons To Consolidate"
 
SmartMoney, Diana Ransom, March 5, 2010, "The Year of Living Stressfully"

The Wall Street Journal, Shelly Banjo, March 11, 2010, “Even the Wealthy Can't Attract Credit"
 
Sun-Sentinel, Harriet Johnson Brackey, January 29, 2010, "When interest rates are low, flexibility can pay"
 
2009
 
Advisor Perspectives, Nancy Opiela, December 1, 2009, “Ten Ways to Connect with Your Clients' Children”

Consumer Reports: Money Adviser, October 2009, “Muni Bond Warnings"
 
Sun-Sentinel, Harriet Johnson Brackey, October 11, 2009, "Helpline gives answers for readers"
 
Financial Advisor Magazine, Gail Liberman, September 2009, "How Liquid Are Client Mutual Funds"
 
Sun-Sentinel, Liz Doup, September 13, 2009, "There Goes the Inheritance"
 
Baltimore Sun, Eileen Ambrose, June 21, 2009, “Retirement can be sore point for couples”
 
SmartMoney, Stephanie AuWerter, June 2009, "Rethinking Stock, Home Equity Line of Credit, Annuity Issues"
 
Sun-Sentinel, Janet Kidd Stewart, May 11, 2009, “Cheap Travel: Great deals entice seniors to splurge”
 
Palm Beach Daily News, Gail Liberman, May 2, 2009, “Mutual funds can become less liquid during down economy" 
 
Beth Kobliner,  "Get a Financial Life: Personal Finance in your Twenties and Thirties," Simon and Schuster 2009 (Contributor to book research)
 
Wall Street Journal, Kristen McNamara and Shelly Banjo, March 5, 2009, “Advisers discuss dividend uncertainty”

Dow Jones, Shelly Banjo, March 4, 2009, "Advisers Continue to Discuss Charity"

Money Magazine, Penelope Wang, February 2009, "Fix Your Portfolio"
 
Sun-Sentinel, William E. Gibson, February 13, 2009, “Stimulus Package: So what's in it for us?”

Baltimore Sun, Lorraine Mirabella, January 7, 2009, "Refinance Rush"

Consumer Reports: Money Adviser, Greg Daugherty, January 2009, “Lessons from the Meltdown"

2008

CNBC, Craig Guillot, December 15, 2008, “$100,000 Income: No Big Deal Anymore”

Baltimore Sun, Eileen Ambrose, December 28, 2008, “Financial hand-holding”

Yahoo Finance, Craig Guillot, November 20, 2008, “Crisis' Effect Is All About Life Stage”

Yahoo Finance, Craig Guillot, November 14, 2008, “Multiple crises sabotage retirement plans”
Bankrate.com, Barbara Mlotek Whelehan, October 27, 2008, “What to do if you're upside down in your home”

Consumer Reports: Money Adviser, Greg Daugherty, October 2008, “Your retirement or your kids?”
 
Kiplinger Personal Finance, Kim Lankford, September 22, 2008, “When You Can't Afford Your Insurance Deductible”
 
Wall Street Journal, Shelly Banjo, September 20, 2008, “Far from Wall Street Tumult, Bracing for Tougher Times”
 
Kiplinger's Retirement Report, Rachel L. Sheedy & Kathryn A. Walson, July 2008, “How to Stay Afloat When Inflation Rises" 
 
Sun-Sentinel.com, Humberto Cruz, July 7, 2008, “Consider dividend-paying investments as part of your strategy”
 
Business Week, Ellen Hoffman, June 5, 2008, “Don't Let the Rules Overtax Your Retirement”
 
Kiplinger Personal Finance, Kim Lankford, June 2008, “Diversify Your College Savings: Pre-Paid Tuition Plans”
 
Bankrate.com, Craig Guillot, May 28, 2008, “Car repo rates are soaring”
 
CNNMoney, Jeanne Sahadi, March 18, 2008, “Wall Street Chaos: How to plan your money”
 
Chicago Tribune, Janet Kidd Stewart, March 2, 2008, “Student debt weighs down future graduate”
 
South Florida Sun-Sentinel, Harriet Johnson Brackey, March 2, 2008, “Savings, investments can ease pain of inflation”
 
Miami Herald, Desonta Holder, February 24, 2008, “Health investments could be beneficial"
 
CNBC, Jennifer Woods, February 8, 2008, “Avoid costly pitfalls of cohabitation"
 
the nest.com, Grace Jidoun, January 2008, “Big Money Moves for 2008"
 
Men's Health, Anya Kamenetz, January 2008, “6 Ways to Invest Your $2,500 Tax Refund" 
 
2007
 
 
Kiplinger's Retirement Report, Kathryn Walson, December 2007,  “Keep Track of Your Old 401(k) Plan" 
 
SmartMoney.com, Diana Ransom, November 12, 2007, “Starting Up: Budgeting for Small-Biz Travel”
 
Kiplinger's Retirement Report, Kathryn Walson, November 2007, “New Mutual Funds Offer Income Stream" 
 
Kiplinger's Personal Finance, Kimberly Lankford, November 2007, “Live Debt-Free"
 
South Florida Sun-Sentinel, Humberto Cruz, August 27, 2007, “Be persistent, prudent with your 401(k)” 

The Miami Herald, Mark Francis Cohen, August 5, 2007, "College freshmen have financial lessons to learn"

Wealth Manager, Mark Francis Cohen, May 2007, "The ETF Parent"
 
SmartMoney, Stephanie AuWerter, April 11, 2007, "Good Investments for Retirees"
 
Men's Health, Anya Kamenetz, 2007, “7 Financial habits of Highly Laid Men”
 
CNNMoney, Jeanne Sahadi, May 5, 2007, “7 Net Worth Killers”
 
Los Angeles Times, Eileen Ambrose, May 1, 2007, “1 plans for 2 in retirement”
 
South Florida Sun-Sentinel, Harriet Johnson Brackey, March 2, 2007, “14 Questions to soothe your jitters over the volatile stock market”
 
Money, Penelope Wang, March 2007, “Retirement: Not So Far Out Anymore”
 
Wall Street Journal, Diana Ransom, February 18, 2007, “Making a Second Job Work”
 
 
2006

Wall Street Journal, Diana Ransom, December 10, 2006, “Money Ties that Bind”

Gazette.com, Dani Arthur, December 12, 2006, “Tips for stretching your holiday budget”

CNNMoney, Jeanne Sahadi, October 9, 2006, “Tick. Tick. Beware the mortgage time-bomb”

Florida International Magazine, Richard Westlund, September 2006, “Slave to Finance”

South Florida Sun-Sentinel, Latorya Delancy, August 6, 2006, “Reading, writing and money: A Teen Consumer’s Guide”

South Florida Sun-Sentinel, Humberto Cruz, June 21, 2006, “Familiarize yourself with health savings accounts”

Baltimore Sun, Eileen Ambrose, May 14, 2006, “Tax bill would widen bite on kids’ income”

USA Today, Kathy Chu, April 30, 2006, “Couples and their Cash: Pay off debt and save, save, save”

Registered Rep, Kristen French, April 5, 2006, “Money Market Funds Worth a Look”

Kiplinger’s, Kim Lankford, April 2006, “Future Tuition at Today’s Prices”

Money, Penelope Wang, March 2006, “Bouncing Back from the Brink”

The Nest, Alonna Friedman, February 2006, “14 Secrets from Financial Planners”

CNNMoney, Jeanne Sahadi, January 4, 2006, “Getting over your first big loss”

2005
 
South Florida Sun-Sentinel, Harriet Johnson Brackey, December 12, 2005, “Asset class of the year”

South Florida Sun-Sentinel, William E. Gibson, December 8, 2005, “House passes hurricane relief”

 Consumer Reports: Money Adviser, October 2005, “What if you are on the verge of retirement?”

 South Florida Sun-Sentinel, Robyn A. Friedman, September 26, 2005, “Take steps to protect yourself from a collapse in the red-hot real estate market”

 South Florida Sun-Sentinel, Jamie Malernee, September 8, 2005, “The Rising gas prices, insurance, food costs—South Florida is feeling pinch from Katrina”

 South Florida Sun-Sentinel , Humberto Cruz, September 21, 2005, “The best money choices are the ones that make you happy” 

 Kiplinger’s Personal Finance, Kimberly Lankford, September 2005, “Calm after the Storm”

SmartMoney, Ask SmartMoney, August 29, 2005, “Looking Beyond the Stars: What criteria do Morningstar use for rating funds?”

Live & Learn: The News Source for AARP’s Educator Community, Greg Daugherty, Summer 2005, “403(b) Annuity Pitfalls”

 South Florida Sun-Sentinel, William E. Gibson, August 21, 2005, “We’re saving far too little”

 South Florida Sun-Sentinel, Humberto Cruz, August 3, 2005, “Be Cautious About Cashing Out of Your Home” 

 Money Magazine, Peter Carbonara, August 2005, “Young, in Love and in Too Deep”   

Consumer Reports: Money Adviser, August 2005, “The 13 biggest retirement mistakes”   

 CNNMoney, Jeanne Sahadi, July 7, 2005, “Your Investments: Keep Cool”

 Stages: Fidelity Investments , Michael McDermott, Spring 2005, “Road map to retirement”

 Money Magazine, Eryn Brown, July 2005, “Mom and Dad, We’re Baaack”

 MSNBC.com, Linda Stern, April 11, 2005, “Money: Riding Out Rising Prices”

 CNNMoney, Jeanne Sahadi, February 10, 2005, “Individual Accounts: Risky or Fair Bet?”

 South Florida Sun-Sentinel, Robyn A. Friedman, February 6, 2005, “The Home Equity House of Cards”   

 2004

 
Wall Street Journal, Kelly Greene, December 12, 2004, “Working in Retirement”

 Kiplinger’s Personal Finance, Kimberly Lankford, December 2004, “Capitalize on New Capital”

 South Florida Sun-Sentinel, Humberto Cruz, October 27, 2004, “In Life (and Hurricanes) Experience is the Best Teacher”

 USA Today, Sandra Block, October 21, 2004, “Survival Guide for Workers on the Edge”

 Fidelity Magazine, Susannah Clark, August 2004, “The Power of One”

 CNNMoney, Jeanne Sahadi, July 7, 2004, “Get rich quick(er): 4 strategies”

 Baltimore Sun, Eileen Ambrose, May 30, 2004, “Wedding gift ideas are busting out all over”

 CNNMoney, Jeanne Sahadi, May 10, 2004, “Making the Single Life Richer”

 South Florida Sun-Sentinel, Michael O’Neal and Susan Chandler, May 2, 2004, “With rates up, exotic lending is called risky”

 Good Housekeeping, MP Dunleavey, May 2004, “Great News! Now What?”

 South Florida Sun-Sentinel, Humberto Cruz, April 26, 2004, “To Mortgage or Not: The Choice is Quite Individual”

 Miami Herald, Harriet Johnson Brackey, February 12, 2004, “Saving for home, kids and retirement? Set your priorities first”

 Fidelity Focus: The Magazine for Fidelity’s Investors, Nancy Opiela, February 2004, “Hitting the home stretch”

 CNNMoney, Money 101, February 2004, “How to invest in a 401(k)”

 Physicians Financial News,  James Armstrong, February 2004, “Catching the rebound”

 Baltimore Sun,  Eileen Ambrose, January 4, 2004, “Improve your financial well-being in just one step a month”

 

 

                                                                                                                                                               
 

 

 

 
©2010 Adam Financial Associates, Inc. All rights reserved.