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Interviews With Matthew Tuttle

2015 Interviews


ETFs and Other Ways Investors Can Bet on the Drop in Oil Prices

Date: February 1, 2015
Link: The Wall Street Journal

Stop Expecting the Fed to Raise Interest Rates in 2015

Date: January 20, 2015
Link: Banking My Way

The million-dollar bet on a speedy market rally

Date: January 7, 2015
Link: CNBC

 

2014 Interviews


Voices: Matthew Tuttle, on Global Investment Performance Standards

Date: December 29, 2014
Link: The Wall Street Journal

Santa Claus Rally Occurring: Investing 100% of Your Retirement Portfolio in S&P 500 Is Right Move

Date: December 24, 2014
Link: Main Street

Investors Must Refrain From Market Timing to Avoid Pitfalls

Date: December 18, 2014
Link: Main Street

Are the markets in a bubble?

Date: November 24, 2014
Link: Fox Business

Taking Stock: Tuttle Says Look for ‘Significant’ Market Moves

Date: November 19, 2014
Link: Bloomberg

With Stocks No Longer Cheap, Investors Reassess

Date: November 16, 2014
Link: CNBC

Should You Beware of Alternative Mutual Funds?

Date: November 12, 2014
Link: U.S. News

The Risks of Two Closed-End Bond Funds

Date: November 9, 2014
Link: The Wall Street Journal 

Stocks to Watch: PEP, AAP

Date: October 23, 2014
Link: Fox Business

6 Reasons to Shut Up and Invest

Date: September 30, 2014
Link: Yahoo! Finance

SEC Cracks Down on Wrap Accounts

Date: August 26, 2014
Link: InvestmentNews *Available to subscribers

Is Smart Beta Smarter?

Date: August 8, 2014
Link: Advice IQ

Murray Ruggiero: Mastering Technology

Date: August 4, 2014
Link: PDF

Real Estate's Epic Rebound Starts to Cool

Date: August 2. 2014
Link: The Wall Street Journal

Gold Price Goes 'Haven' Again Friday

Date: August 1, 2014
Link: Barron's

Making Sense of Smart Beta

Date: July 15, 2014
Link: Financial Advisor

ETFs for Investing in Social Media and Gold

Date: June 16, 2014
Link: The Wall Street Journal

Is It Time to Dive Back Into Emerging-Market Bonds?

Date: April 13, 2014
Link: The Wall Street Journal

Seven Bond Strategies for Unusual Times

Date: April 3, 2014
Link: Private Opportunities Club *Available to subscribers

When Cash Is A Better Investment

Date: April 3, 2014
Link: mainstreet.com

How To Profit From The Energy Boom

Date: March 3, 2014
Link: The Wall Street Journal

The Eventual Millionaire: How Anyone Can Be an Entrepreneur and Successfully Grow Their Startup

Date: February 2014
Link: Amazon.com

A Yield Play That Could Bite Back

Date: February 21, 2014
Link: The Wall Street Journal

Advisers Find Values After Market’s Decline

Date: January 30, 2014
Link: The Wall Street Journal *Available to subscribers

Most Irrational Investing Missteps

Date: January 30, 2014
Link: PDF | Main Street

Advisers Grow More Wary of Pimco Funds

Date: January 24, 2014
Link: The Wall Street Journal *Available to subscribers

Retirement Accounts to Get Taper Boost

Date: January 16, 2014
Links: PDF | Main Street

Dow Could Top 19,000 in 2014

Date: January 15, 2014
Links: PDF | Main Street

2013 Interviews


U.S., Japanese Stocks Soar in 2013

Date: December 31, 2013
Links: PDF | View on Voice of America

Now May Be a Good Time to Buy Preferred Stocks

Date: November 10, 2013
Links: PDF |View On Wall Street Journal

How to Make Money Investing Like Harvard and Yale’s Endowments

Date: August 20, 2013
Links: PDF Money Q&A

When to Start Playing it Safe with Your Retirement Savings

Date: August 5, 2013
Links: PDF | DepositAccounts 

Target Date Funds – On or Off Target?

Date: July 14, 2013
Links: PDF DepositAccounts

No Strategy is Always Right

Date: June 7, 2013
Links: PDF | *Web posting no longer available

The Anatomy of a Gold Bust

Date: May 28, 2013
Links: PDF | *Web posting no longer available

Is the Economy Really Recovering?

Date: April 30, 2013
Links: Video | Fox Business News

Why High-yielding Muni Bonds are Failing

Date: April 12, 2013
Links: PDF | MarketWatch

Blended Funds Keep Investors Put, but Performance Varies

Date: April 1, 2013
Links: The Wall Street Journal *Available to subscribers

New Bond Funds Guard Against a Crash

Date: April 1, 2013
Links: PDF | Bottom Line

Why the Jobs Data May Feed Stocks’ Record Run

Date: March 31, 2013
Links: PDF | MarketWatch

Top ETFs for Your Retirement Savings

Date: March 29, 2013
Links: PDF | Main Street

Stocks Risk Harder Drop if Fed Hints at Tapering

Date: March 17, 2013
Links: PDF | MarketWatch

Treasuries Gain on Tepid Data, Worries of Less Fed Support

Date: February 21, 2013
Links: PDF | The Wall Street Journal *Available to subscribers

Will Investors Ride the Bull Market?

Date: January 21, 2013
Links: PDF | *Web posting no longer available

2012 Interviews


Fiscal Showdown Leads Money to Sidelines

Date: December 21, 2012
Links: PDF

How to Use Leveraged and Inverse ETFs

Date: December 19, 2012
Links: PDF | EFT Trends

U.S. Stocks End Higher as Financials Lead Advance

Date: December 17, 2012
Links: PDF | MarketWatch

How to Gain Leverage

Date: December 16, 2012
Links: PDF | The Wall Street Journal

ETF Manager Bets We Avoid the Cliff, Sees Upside in Pacific Rim

Date: November 13, 2012
Links: PDF | Barron's

Advisers In Post-Election Hunt for Opportunity

Date: November 7, 2012
Links: The Wall Street Journal *Available to Subscribers

A Real Estate Primer

Date: October 29, 2012
Links: PDF | The Wall Street Journal

How the Pros Value Stocks

Date: October 12, 2012
Links: PDF | Advice IQ

U.S. Stocks Get ISM Lift, Though Bernanke ‘Taketh Away’

Date: October 1, 2012
Links: PDF | MarketWatch

Why Gold, Silver Prices Could Dive in a Flash

Date: September 28, 2012
Links: PDF | Investor's Business Daily

Study Gives Advisers Bad Wrap

Date: September 9, 2012
Links: Investment News *Available to subscribers

What a QE3 Could Do to Bonds

Date: September 8, 2012
Links: PDF | Barron's

Gold Rally’s for Real, But Will Gains Last?

Date: September 7, 2012
Links: PDF | MarketWatch

Planners Who Deal with Business Owners Can Find it Rewarding

Date: September 1, 2012
Links: Financial Planning

Worries Rise over Hot Bond Play

Date: August 5, 2012
Links: PDF | MarketWatch

Knight Glitch Roils Investors

Date: August 4, 2012
MarketWatch *Content no longer available

International Stock Funds in a World of Hurt

Date: July 2, 2012
Links: PDF | MarketWatch

What You Need to Know About Target Date Funds

Date: June 24, 2012
Links: PDF | DepositAccounts

U.S. Treasury Yields Set New Record Lows

Date: May 30, 2012
The Wall Street Journal *Content no longer available

Eying a New Low in 10-Year Treasury Yield

Date: May 18, 2012
Links: The Wall Street Journal *Available to subscribers

Drilling for Dollars

Date: May 12, 2012
Links: PDF | The Wall Street Journal

U.S. Blue Chips Break Loss Streak; NASDAQ Drops

Date: May 10, 2012
MarketWatch *Content no longer available

Investors Eye Fed Next Week as Job Growth Slows

Date: May 5, 2012
Links: PDF | MarketWatch

ETFs vs. Mutual Funds: The Fee War

Date: April 3, 2012
Links: Bank Investment Consultant *Available to subscribers

A Swan Song for the Bond Market’s Bull Run

Date: March 31, 2012
Links: PDF | The Wall Street Journal

U.S. Treasuries Fight Back with Biggest Gain in Two Weeks

Date: March 21, 2012
Links: PDF | 4-Traders

DOW Logs Sixth Session Win; S&P 500 Ends Lower

Date: March 14, 2012
Links: PDF | MarketWatch

Your Money: Why Investors Still Fear Stocks

Date: March 13, 2012
Links: PDF | Reuters

Drilling for Dollars

Date: March 12, 2012
Links: PDF| The Wall Street Journal

Will Emerging-Market Slowdown Lift Stocks?

Date: March 9, 2012
Links: PDF | MarketWatch

Does an Annuity Belong in Your Retirement Portfolio?

Date: February 11, 2012
Links: PDF| DepositAccounts

The Big Chill

Date: January, 2012
Links: PDF | Palm Spring Life

Those with Jobs Feeling More Secure

Date: January 26, 2012
Links: PDF | MarketWatch

Frugality Advice from Millionaires

Date: January 10, 2012
Links: PDF | Get Rich Slowly

 

Radio Broadcast Interviews:


Alternative Investments

Date: December 10, 2012
Links: Wealth DNA - 05:00 start

The New Retirement

Date: August 19, 2012
Links: WebTalkRadio - 04:00 start

2011 Interviews


U.S. Stocks End higher, with Dow Up 1.4% on Week

Date: December 9, 2011
Links: PDF | MarketWatch

Hillenbrand Rises, Google Falls in After Hours

Date: November 28, 2011
Links: PDF | MarketWatch

U.S. Stocks End Lower; DOW Loses 4.8% on Week

Date: November 25, 2011
Links: PDF | MarketWatch

Doubts Reign as Stocks Head into the Holidays

Date: November 6, 2011
Links: PDF | The Wall Street Journal

Independent RIAs More Reticent to Give Up Majority Stakes

Date: October 31, 2011
Links: PDF - SNL Financial

What the Nation Said

Date: October 31, 2011
Links: PDF | Bankrate *Accompanying photo incorrectly labeled as Matthew Tuttle

Registered Investment Advisers Could See Headwinds as Brokers Grow In-house Capabilities

Date: October 25, 2011
Links: PDF - SNL Financial

U.S. Stock Rally Lifts Indexes into Weekly Gains

Date: October 21, 2011
Links: PDF | MarketWatch

U.S. Stocks End Near Session Lows; Dow Loses Nearly 250 Points

Date: October 17, 2011
Links: PDF | MarketWatch 

Dow Nears Break-even; What About You?

Date: October 14, 2011
Links: PDF | SmartMoney

U.S. Jobs Data, E.U. Meetings Tease Weary Investors

Date: October 1, 2011
Links: PDF | MarketWatch

Betting Against China

Date: September 19, 2011
Links: PDF | The Wall Street Journal

U.S  Stock Rally’s Longevity Depends on Euro, Fed

Date: September 16, 2011
Links: PDF | MarketWatch

Gold, Platinum Ratio Shifts, Hints at Wider Change

Date: September 16, 2011
Links: PDF | MarketWatch 

Gold’s Not the Only Safe Haven Commodity

Date: August 19, 2011
Links: PDF | MarketWatch

How Some Investors Dodged the Storm

Date: August 8, 2011
Links: PDF | MarketWatch

How to Survive the Stock Market’s Wild Ride

Date: August 5, 2011
Links: PDF | DailyFinance 

Tuttle Shifts to Safety after Rally Fizzles

Date: August 4, 2011
Links: PDF - MorningStar

Foreign Affairs

Date: August 1, 2011
Links: PDF | Financial Planning

Advisers Deluge Investors with Advice Over Debt Crisis

Date: July 28, 2011
Links: PDF | Reuters

Americans Fret About How to Survive a Debt Default

Date: July 27, 2011
Links: PDF | Reuters

U.S. Stocks End lower as Debt-deal Deadline Looms

Date: July 25, 2011
Links: PDF | MarketWatch

Swimming Naked

Date: July 6, 2011
Links: PDF | Official Blog of Dorsey Wright & Associates

Their Own Worst Enemy

Date: July 6, 2011
Links: PDF | The Wall Street Journal 

Stock Picking Gets Trickier

Date: July 2, 2011
Links: PDF | The Wall Street Journal

DJ Market Talk: US Stocks Flat; Subdued Expectations For Fed

Date: June 22, 2011
Links: PDF - MorningStar

Unstable Condition

Date: June 20, 2011
Links: PDF | The Wall Street Journal

Speed Bumps Clutter Copper’s Trading Landscape

Date: May 27, 2011
Links: PDF | MarketWatch

Bill Would Require Showing Saver’s 401(k) Balance as a  Fixed Monthly Annuity Payment

Date: May 17, 2011
Links: PDF | Pittsburgh Post-Gazette

For Second Home Purchases, Cash is Now King

Date: May 9, 2011
SmartMoney *Content no longer available

Long-Term Care Comes of Age

Date: May 4, 2011
Links: PDF | CNBC

End of the World in 2012? Here’s How to Make a Profit

Date: April 6, 2011
Links: PDF | CNBC

6 Ways to Avoid Common Retirement Planning Pitfalls

Date: April 6, 2011
*Content no longer available

Tips for Navigating Municipal Bond Funds

Date: April 6, 2011
Links: PDF | BankRate

As Fed Debates Inflation Risk, Markets Just Want to Party

Date: April 1, 2011
Links: PDF | CNBC

Advisers’, Investors’ Views Diverge – Surve

Date: March 23, 2011
Links: PDF The Wall Street Journal

How Harvard and Yale Beat the Market - CDTV.Net

Date: March 18, 2011
*Content no longer available

The Black Swan Hedge: VXX and VHZ in These Volatile Markets

Date: March 15, 2011
Links: PDF | Seeking Alpha

Bonds Funds Gone Wild

Date: March 14, 2011
Links: PDF | MarketWatch

Staying on Top of ETFs

Date: March 9, 2011
Links: PDF | Pittsburgh Post-Gazette

Will your Portfolio Survive the Next Surprise?

Date: March 6, 2011
Links: PDF | The Wall Street Journal

Why Libya is a Buying Opportunity

Date: February 26, 2011
Links: PDF | The Wall Street Journal

As Long as Jobs are Weak, Stocks Can Depend on the Fed

Date: February 4, 2011
Links: PDF | CNBC

How to Move On After the Financial Mistakes of 2010

Date: January 27, 2011
Links: PDF | Business Insider 

Still Renting After All These Years

Date: January 8, 2011
Links: PDF | The Wall Street Journal

One Wild Ride

Date: January 2011
Links: PDF | Palm Spring Life

 

Radio Broadcast Interviews:


The Market Crisis

Date: August 8, 2011
Links: WFIN 330 OHIO - 01:37 start

Unlock Your Wealth Radio with Heather Wagenhals

Date: May 14, 2011
Links: BlogTalkRadio - 12:00 start

Is it Time to Buy or Sell?

Date: February 23, 2011
CDTV.Net *Content no longer available

2010 Interviews


‘Buy and Hold’ Can Result in ‘Hold on to Your Hat!’

Date: November 24, 2010
Links: PDF | The Wall Street Journal

6 Energy Funds for Inflation Protection

Date: November 15, 2010
SmartMoney *Content no longer available

Investors Seeking Safety Flock to Bonds, but Experts Warn of Hidden Risks

Date: October 29, 2010
Links: PDF | Pittsburgh Post-Gazette

Absolute-Return Funds: Low Risk, Low Return

Date: October 29, 2010
Links: PDF | The Wall Street Journal

In Search for Safety – a New Risk

Date: October 1, 2010
SmartMoney *Content no longer available

Where to Invest Money Now

Date: September 22, 2010
SmartMoney *Content no longer available

Expecting Deflation? Consider Inverse ETFs

Date: September 20, 2010
Links: PDF | The Wall Street Journal

The Economic Outlook Hits a Fork

Date: September 13, 2010
SmartMoney *Content no longer available

Where to Find Shelter if Deflation Takes Hold

Date: August 29, 2010
Links: PDF | The Wall Street Journal

Euro Zones Problems: Risk or Opportunity?

Date: August 19, 2010
Links: PDF | Medill Reports

Recovery Slowdown Prompts Market Action

Date: August 17, 2010
SmartMoney *Content no longer available

Obama Pal Campaigns for Own Firm

Date: August 14, 2010
Links: PDF | The Wall Street Journal 

Advisor Avoids Commissions in Serving Smaller Accounts

Date: August 5, 2010
Links: PDF | Financial Advisor 

Invest Like Harvard, Yale Endowments

Date: August 2, 2010
Links: PDF | The Street

Absolute – Return Funds: Not Always What They Seem

Date: July 10, 2010
Links: PDF | The Wall Street Journal

My Life in Hedge Funds

Date: July 7, 2010
HFM Week *Content no longer available

Goldman Sachs’ Trigger Notes Tied to Gold Offer High Cap, Buffer, but Gold Sell-off is a Risk

Date: June 25, 2010
Links: PDF | *Web posting no longer available

Alternative Investing

Date: June 14, 2010
Links: PDF | The Wall Street Journal

Market Volatility

Date: June 12, 2010
Channel 12 News show, 12 on The Monday Show *Content no longer available

After the Plunge: Investors Use Selloff as Excuse to Buy

Date: May 21, 2010
Links: PDF | CNBC

Playing the Market Plunge

Date: May 8, 2010
Links: PDF | The Wall Street Journal

What’s Goldman’s Reputation Really Worth?

Date: May 4, 2010
Links: PDF | The Street

When Clients Want “Bad” Investments

Date: April 23, 2010
Links: PDF | Financial Advisor

Betting on Solar and Wind Energy, and Against Some Sovereign Debt

Date: April 12, 2010
Links: PDF | The Wall Street Journal

Do Free ETF Trades Have a Hidden Price Tag?

Date: March 17, 2010
Links: PDF | Daily Finance

Is the Stock Correction Over? Market May Seesaw for Months

Date: February 26, 2010
Links: PDF | CNBC

The Taxman Cometh – Limit the Amount He Takes

Date: February 11, 2010
Private Opportunities Club *Content no longer available

Stocks Have Dismal January – Is That a Bad Omen For Year?

Date: January 29, 2010
Links: PDF | CNBC

2009 Interviews


Can These Retirements Be Saved?

Date: December 19, 2009
Links: PDF | The Wall Street Journal

Planning Your Retirement

Date: December 10, 2009
Lawn & Landscape Magazine *Content no longer available

TARP, the New Job Plan, Bank Lending and the Healthcare Bill

Date: December 9, 2009
Fox Business News *Content no longer available

A Project to Tie Advisers and CPAs

Date: December 1, 2009
The Wall Street Journal *Content no longer available

Diversity and Conquer

Date: November 6, 2009
American Dry Cleaner *Content no longer available

Asset Allocation Funds: 6 Picks

Date: November 3, 2009
Links: PDF | CBS MoneyWatch

Market Outlook: Stocks Likely to Continue Defying Forecasts

Date: November 2, 2009
Links: PDF | CNBC

Stress Testing Your Strategy

Date: October 30, 2009
Worth Magazine *Content no longer available

Executive Pay, Financial Regulation, GMAC Bailout, WellPoint Earnings, the Dollar and the Stock Market

Date: October 28, 2009
Fox Business News *Content no longer available

Emerging Stock Markets are Looking Better

Date: September 27, 2009
Links: PDF | The Wall Street Journal

The G-20, Health Care Reform, “Too Big to Fail”, RIM Earnings, and the Markets

Date: September 24, 2009
Fox Business News *Content no longer available

Stocks Near Year Ago Levels, So Why Isn’t My Portfolio?

Date: September 18, 2009
Links: PDF | CNBC

Managed Futures a Good Bet?

Date: September 10, 2009
Markets Media *Content no longer available

Market Tide Lifts Hedge Funds

Date: September 9, 2009
Markets Media *Content no longer available

Health Care Reform, Consumer Debt, Apple, Wall Street Regulation, and the Market

Date: September 9, 2009
Fox Business News *Content no longer available

Even If Stock Selloff is Coming, You Don’t Have to Join Crowd

Date: August 31, 2009
Links: PDF | CNBC

Alternative Answers

Date: August 24, 2009
Links: PDF | The Wall Street Journal

What You Should Know About Risk

Date: August 23, 2009
Links: PDF | The Wall Street Journal

The Jobs Report and Market Outlook

Date: August 7, 2009
Fox Business News *Content no longer available

Accountants Becoming Trusted Advisers

Date: August 4, 2009
The Wall Street Journal *Content no longer available

As Health Care Reform Speeds Ahead, Investors Get Nervous

Date: July 24, 2009
Links: PDF | CNBC

Dow 9000 and the Market Outlook

Date: July 24, 2009
Fox Business News *Content no longer available

Cash-Balance Plans Appeal to Small Firms

Date: July 8, 2009
Links: PDF | The Wall Street Journal

Second Half: Wait For Pullbacks, Then Buy the Best

Date: July 6, 2009
Links: PDF | CNBC

The Market, GM Bankruptcy, Corporate Earnings, and the Government’s Health Care Proposal

Date: July 1, 2009
Fox Business News *Content no longer available

Harvard University Loses Another Top Investor

Date: June 23, 2009
Links: The Boston Globe *Available to subscribers

Prospect of Jobless Recovery is Making Investors Nervous

Date: June 11, 2009
Links: PDF | CNBC

What Clients Want Now

Date: May 29, 2009
Links: Financial Planning Magazine

Bye-Bye To Buy And Hold

Date: May 18, 2009
Links: PDF | CNBC

The Chrysler/Fiat Deal, Bank of America, the Bank Stress Tests, TARP, The Boston Globe and Overall Market Environment

Date: May 6, 2009
Fox Business News *Content no longer available

TWM’s Managed Futures Funds

Date: April 29, 2009
Hedge Fund Alert *Content no longer available

Advisers Ditch ‘Buy and Hold’ For New Tactics

Date: April 29, 2009
Links: PDF | The Wall Street Journal

Skeptical Investors Still ‘Don’t Quite Trust’ the New President

Date: April 27, 2009
Links: PDF | CNBC

Ivy League Lessons

Date: April 22, 2009
Links: PDF | The Wall Street Journal

TWM’s Portfolios Mostly in Cash; Waiting for the Current Rally to Retrace

Date: April 17, 2009
Institutional Investor Magazine *Content no longer available

More Investors Say Bye-Bye to Buy-and-Hold

Date: April 8, 2009
Links: PDF | The Wall Street Journal

Alternative Answers

Date: April 7, 2009
Links: PDF | The Wall Street Journal

Stocks Close Out Wild Week on a Positive Note

Date: April 3, 2009
Links: PDF | CNBC

The Passage of President Obama’s Budget, the Unemployment Numbers and the G20 Meeting

Date: April 3, 2009
Fox Business News *Content no longer available

If Rally Is Real, Here’s Where Investors Will Turn

Date: March 24, 2009
Links: PDF | CNBC

March’s Stock Market Rally Becoming a Global Affair

Date: March 16, 2009
Links: PDF | CNBC

Can’t Beat the Bear Market? Here’s How You Can Join In

Date: March 11, 2009
Links: PDF | CNBC

Even Amid Gloom, Stocks May End Year With Gains

Date: March 2, 2009
Links: PDF | CNBC

Following Commodity Trading Advisers

Date: March 1, 2009
Links: InvestmentNews *Available to subscribers

Matthew Tuttle was interviewed on Fox Business News about Five Tax Savings Tips for Retirees

Date: February 28, 2009
Links: Video | Fox Business News

The Next Economic Bubble To Burst? Take Your Pick

Date: February 24, 2009
Links: PDF | CNBC

Investors Scramble for Safety as Markets Test Bottom

Date: February 18, 2009
Links: PDF | CNBC

Money Minute

Date: February 3, 2009
Channel 12 News *Content no longer available

Buy & Hold R.I.P.

Date: January 29, 2009
Futures Magazine *Content no longer available

Stock Market’s Next Bounce May Be Lower, Not Higher

Date: January 23, 2009
Links: PDF | CNBC

Merrill After Thain: What Customers Should Know

Date: January 22, 2009
SmartMoney *Content no longer available

 

Radio Broadcast Interviews


Dow 10,000

Date: October 16, 2009
WFIN AM 1330 OHIO *Content no longer available

Tactical Asset Allocation

Date: July 16, 2009
Money Smart Radio Show *Content no longer available

2008 Interviews


The Worst Performing ETFs of 2008

Date: December 30, 2008
Links: The Wall Street Journal

Coming Week, So Long Awful 2008

Date: December 27, 2008
Links: The Street

Rate Cuts and You

Date: December 26, 2008
Fidelity *Content no longer available

On The Money: The New Rules of Personal Finance (guest expert)

Date: December 8, 2008
DVD produced by CNBC *Content no longer available

Investors Take Heed: We May Not Have Hit Bottom Yet

Date: December 7, 2008
Links: PDF | The Washington Post

Alternative Answers

Date: December 2, 2008
Links: PDF | The Wall Street Journal

Retirement: Being a Budget Conscious Grandparent

Date: December 1, 2008
Links: PDF | Newsweek

Keep Your Money Safe

Date: November 25, 2008
Links: PDF | Working Mother Magazine

Fragile State

Date: November 24, 2008
Fund Strategy *Web posting no longer available

Endowment Losses Force Cost-Cutting Measures

Date: November 24, 2008
Links: PDF | Hartford Business Journal

Stocks Could Retest Lows Well Into Next Year: Pros

Date: November 17, 2008
Links: PDF | CNBC 

After Huge Two-Day Sellout Stocks Near Recent Lows

Date: November 6, 2008
Links: PDF | CNBC

Take It Off

Date: November 1, 2008
Links: Financial Planning Magazine

Fed Rate Cut Fails to Deliver Much Impact on Stocks

Date: October 29, 2008
Links: PDF | CNBC

Current Investment Philosophies

Date: October 25, 2008
CDTV *Content no longer available

Amid Credit Crisis, Do Earnings Matter for Investors?

Date: October 20, 2008
Links: PDF | CNBC

The Financial Crisis

Date: October 7, 2008
Channel 12 News *Content no longer available

Trust Owned Life Insurance: A Lawsuit Waiting to Happen

Date: October 2, 2008
CPA Journal *Content no longer available

Trimming Fees: Hedge Funds Make Changes

Date: October 2, 2008
Stamford Advocate *Content no longer available

Morale Support

Date: October 1, 2008
Links: Financial Planning Magazine

Surviving the Crash

Date: September 25, 2008
The Jewish Week *Content no longer available

Losing So Much Money You Can’t Sleep? Take Less Risk Says Wealth Manager

Date: September 23, 2008
Yahoo Finance *Content no longer available

The Current Financial Crisis

Date: September 20, 2008
The Doug Kellet Show on KDKA 10:20AM *Content no longer available

Planning for Retirement Not Easy

Date: September 20, 2008
Links: The Daily Ardmoreite 

Market Outlook: Is It Safe To Get Back Into Stocks?

Date: September 19, 2008
Links: PDF | CNBC

Sponsors Of Money-Market Funds Rush To Reassure Investors

Date: September 18, 2008
Dow Jones Newswires *Content no longer available

Money Market Funds Enter a World of Risk

Date: September 17, 2008
Links: PDF | The New York Times

Fox Business Morning Show

Date: September 15, 2008
Fox Business News *Content no longer available

For the Markets, Bailout Is Hardly a Game-Changer

Date: September 8, 2008
Links: PDF | CNBC

Lehman Brothers Deal? – Money For Breakfast

Date: September 3, 2008
Links: Video | Fox Business News

Fox Business Morning and Money For Breakfast

Date: August 29, 2008
Fox Business News *Content no longer available

Why Fannie & Freddie May Be Hiding in Your Portfolio

Date: August 28, 2008
Links: PDF | CNBC

Fox Business Morning and Money For Breakfast

Date: August 1, 2008
Fox Business News *Content no longer available

 Saving for Retirement

Date: July 27, 2008
Business Week *Content no longer available

Pharmaceutical Sector

Date: July 21, 2008
Links: Video | Fox Business News

Week’s Rally Still Leaves Some on the Sidelines

Date: July 18, 2008
Links: PDF | CNBC

Alternative Answers

Date: July 14, 2008
Links: PDF | The Wall Street Journal

Money For Breakfast

Date: July 10, 2008
Fox Business News *Content no longer available

Fox Business Morning and Money For Breakfast

Date: July 7, 2008
Fox Business News *Content no longer available

See What People are Saying About…Second Half Recovery

Date: June 30, 2008
Links: PDF | CNBC

Job Losses Likely to Grow, Fueling Economic Gloom

Date: June 23, 2008
CNBC *Content no longer available

Fox Business Morning

Date: June, 2008
Fox Business News *Content no longer available

Assessing Arms Race in Annuity Riders

Date: June 20, 2008
Bank Investment Consultant *Content no longer available

Protecting your Portfolio from Inflation

Date: June, 2008
Channel 12 News/12 on the Money Show *Content no longer available

Jobless Rate Takes Biggest Jump in 22 Years

Date: June 6, 2008
Links: PDF | CNBC

War Stories

Date: June, 2008
Financial Advisor Magazine *Content no longer available

Market Pros Think It’s Time To Buy U.S. Stocks Again

Date: May 27, 2008
Links: PDF | CNBC

Here’s Your Chance to Bet Against Treasurys

Date: May 11, 2008
Links: The Wall Street Journal *Available to subscribers

Oil Rally May Stall Rebound

Date: May 7, 2008
Links: PDF | CNBC

Investment Options for Beating Inflation

Date: April 23, 2008
The Wall Street Journal *Content no longer available

Every Investment in it’s Place

Date: April 21, 2008
Links: PDF | The New York Times

Alternative Answers

Date: April, 2008
The Wall Street Journal *Content no longer available

Neil Cavuto Show

Date: April 18, 2008
Fox News *Content no longer available

U.S. Stocks Got You Down? Try the Emerging Markets

Date: April 14, 2008
Links: PDF | CNBC

Fidelity Hopes to Cash In by Selling ‘Simple’ Annuities on the Web

Date: April, 2008
AM Best *Content no longer available

Stocks Have Their Best Day in Five Years

Date: March 11, 2008
Links: PDF | CNBC

Sellers of Annuities Make Buying Easier

Date: March 11, 2008
The Wall Street Journal *Content no longer available

Fickle Stock Market Keeps Investors Guessing

Date: March 7, 2008
Links: PDF | CNBC

Be Wary and Diversity: Advice for the Bond Fund Investor

Date: March 3, 2008
The Wall Street Journal *Content no longer available

Avoiding the Danger Zone

Date: March 3, 2008
Links: PDF | The Wall Street Journal

Matthew Tuttle on Retirement Planning

Date: February, 2008
Links: PDF | First 30 Days

No Super Tuesday for Stocks

Date: February, 2008
CNBC *Content no longer available

Good Deals for Income Investors

Date: February 17, 2008
The Wall Street Journal *Content no longer available

Worries About ‘Sluggish’ Growth Sink Stocks

Date: February 14, 2008
Links: PDF | CNBC

Selling Yourself With a Book?

Date: February 1, 2008
Links: PDF | WealthManagement.com

Stocks Snap Losing Stread With Huge Rally

Date: January 23, 2008
Links: PDF | CNBC

Owning a Piece of Luxury

Date: January 18, 2008
Links: PDF | Bankrate

 

Radio Broadcast Interviews


Current Financial Crisis

Date: September 30, 2008
1330 WFIN Radio *Content no longer available

Opinion on AIG and Lehman Brothers

Date: September 17, 2008
Four radio interviews: The Keeler Show on 92.9 FM, KGMI 790AM, KDHL 920AM, and WFIN 1330AM *Content no longer available

Guetzloe Report

Date: April, 2008
AM 1190 *Content no longer available

The Fairfield County Business Showcase

Date: March, 2008
1400 WSTC/1350 WNLK *Content no longer available

2007  Interviews


Much Tarred Bank Loans Gain Appeal

Date: December, 2007
The Wall Street Journal *Content no longer available

Investing Like a College Endowment

Date: December, 2007
Channel 12 News/12 on The Money Show  *Content no longer available

Accountants as Wealth Managers

Date: December, 2007
New Jersey Association of Public Accountants/December Newsletter  *Content no longer available

Accountants as Wealth Managers

Date: December, 2007
The Northern NJ Association of Public Accountants/Annual Meeting  *Content no longer available

Tips for TIPS

Date: December, 2007
The Wall Street Journal  *Content no longer available

Stocks Close Higher On Bargain-Hunting

Date: December 18, 2007
Links: PDF | CNBC

Benefit Firms Recognize The Too Can Seize Neighboring Business Territory

Date: December 1, 2007
Employee Benefit Adviser  *Content no longer available

Better Options for Your Retirement

Date: November, 2007
Chiropractic Economics  *Content no longer available

Cash Balance Plans

Date: November, 2007
Agency Sales Magazine  *Content no longer available

Attorneys Starting to Enter Wealth Management

Date: November, 2007
Fairfield County Business Journal  *Content no longer available

Stable Value Plays a Role in Nest Eggs

Date: October, 2007
The Wall Street Journal  *Content no longer available

Financial Gifts:The Gifts That Keep Giving

Date: October, 2007
Toy Tips Magazine  *Content no longer available

Stocks End Broadly Higher Following Late Rally

Date: October, 2007
CNBC  *Content no longer available

Stocks Surge Early on Blue-Chip Power

Date: October, 2007
CNBC *Content no longer available

Hedging Health Insurance Needs

Date: October, 2007
Stratos Magazine *Content no longer available

New Tools Arrive to Rate Mutual Funds, ETFs

Date: October 27, 2007
Links: PDF | The Wall Street Journal

Everything You Didn’t Know About Retirement Plans, Estate Planning and Life Insurance

Date: September, 2007
CPA Club of New Jersey  *Content no longer available

Supercharge Your 401k Plan

Date: September, 2007
Pennsylvania CPA Journal  *Content no longer available

Premium Financing: A Tool to Pay Life Insurance Premiums

Date: September, 2007
CPA Journal  *Content no longer available

3 Common Money Problems

Date: September, 2007
Lowes for Pros  *Content no longer available

Executives Carve Out Long Term Care Insurance

Date: September, 2007
Channel 12 News/12 on The Money Show  *Content no longer available

Income Investors Rediscover Bonds

Date: September 5, 2007
Links: PDF | The Wall Street Journal

Working, Even After Retirement Age

Date: August 31, 2007
Links: PDF | USA Today

Mutual-Fund Tips From the Rout

Date: August, 2007
The Wall Street Journal  *Content no longer available

Piecing Together the Right Financial Support System

Date: August, 2007
Physicians Money Digest   *Content no longer available

Where’s the Port in This Rough Market?

Date: August 5, 2007
Links: PDF | The Wall Street Journal

Be Wary of Retirees’ Risk, Says a Software Maker

Date: July 9, 2007
InvestmentNews  *Content no longer available

Alternative Answers

Date: July, 2007
The Wall Street Journal  *Content no longer available

Marriage and Retirement

Date: June, 2007
Links: PDF | Bloomberg Businessweek

Everything You Need To Know About Retirement Plans, Estate Planning and Insurance

Date: June, 2007
Essex Chapter of the New Jersey State Society of CPAs  *Content no longer available

Offer Profit Sharing

Date: June, 2007
LowesForPro  *Content no longer available

How to Choose a Small Business Accountant

Date: June, 2007
The Professional Network Small Business Resource Center  *Content no longer available

Asked & Answered

Date: May, 2007
SmartMoney  *Content no longer available

Asset Allocation Reduces Volatility

Date: May, 2007
Links: PDF | Bankrate

Buying Old Age Insurance

Date: April 24, 2007
Links: PDF

Business Sales Spawn Complex Planning Issues

Date: April 20, 2007
SmartMoney  *Content no longer available

Market Carnage Yields Stress

Date: March 4, 2007
The Star-Ledger  *Content no longer available

Line Up Estate Now, Ease Burdens Later

Date: February 28, 2007
Links: PDF | The Christian Science Monitor

Retiring on the House? Using Home Equity for Your Retirement

Date: February 24, 2007
Links: Bloomberg Businessweek

2006 Interviews


It’s Time to Sit Down With Your Adviser and Plan for 2007

Date: December 29, 2006
Smart Money  *Content no longer available

In Search of New Kinds of Safety

Date: December, 2006
The Wall Street Journal   *Content no longer available

Work Away From Work Gets Easier With Technology

Date: November 28, 2006
Links: PDF | USA Today

Your Life Insurance May Be Worth More Than You Think

Date: October, 2006
The Fairfield County Business Journal  *Content no longer available

Incredibly Shrinking Funds

Date: October, 2006
The Wall Street Journal  *Content no longer available

Goals Based Investing

Date: August, 2006
Channel 12 News/12 on The Money Show  *Content no longer available

Do Diligence

Date: July 21, 2006
SmartMoney  *Content no longer available

How Is Your Firm Handling Retirement Income Planning?

Date: July, 2006
Journal of Financial Planning  *Content no longer available

When Wealth Managers Start Talking About Insurance, We Discover There’s A Lot More To Risk Management Than Whole Life Policy

Date: June 1, 2006
Wealth Manager Magazine  *Content no longer available

Cash Balance Plans-The Next Great Retirement Plan for Small Business Owners

Date: May, 2006
National Association of Tax Professionals/TAXPRO Quarterly Journal  *Content no longer available

Hedges For Everyone

Date: May, 2006
Kiplinger’s Personal Finance  *Content no longer available

Cash Balance Pension Plans for Small Business Owners

Date: March, 2006
Channel 12 News  *Content no longer available

When Clients’ Kids Are Grown But Not Gone

Date: March, 2006
Dow Jones Newswires  *Content no longer available

Life Choices: Planners Don’t Have Easy Answers On Life Insurance

Date: March, 2006
Advising Boomers  *Content no longer available

The Challenge

Date: February, 2006
Senior Market Advisor   *Content no longer available

Diversifying From A Tax Perspective

Date: February 3, 2006
Dow Jones Newswires  *Content no longer available

When Mom & Dad are the Bank

Date: January 21, 2006
Links: PDF | The Wall Street Journal

Hedge Funds Still the Way to Invest, Experts Say

Date: January, 2006
The Fairfield County Business Journal  *Content no longer available

2005 Interviews


OK Boss, Now Tell Me More On Pensions

Date: December 4, 2005
Links: PDF

Beware of Plans Offering Large Tax Deductions

Date: November 14, 2005
Fairfield County Business Journal   *Content no longer available

Mutual Funds Try to Play Hedge Game By Offering Investors ‘Absolute’ Gains

Date: October 7, 2005
Links: PDF | *Web posting no longer available

Mutual Funds That Follow Hedge Fund Strategies

Date: September, 2005
Channel 12 News/12 on The Money Show  *Content no longer available

How to Earn The Minimum Annual Recurring Revenue

Date: September, 2005
Fairfield & Westchester Business Journals  *Content no longer available

A Small Business Retirement Plan

Date: September 12, 2005
Links: PDF | Forbes

Distributing Money From IRAs

Date: April, 2005
Channel 12 News/12 on The Money Show *Content no longer available

IRA Contribution Deadline Loom

Date: March 14, 2005
Links: PDF | Forbes

The Too Good To Be True Tax Break

Date: March 3, 2005
Links: PDF | Forbes

Bush Addresses The State of Social Security

Date: February 3, 2005
Links: PDF | Forbes

Retirement Plans For Small Businesses

Date: January, 2005
Channel 12 News/12 on The Money Show *Content no longer available

2004 Interviews


Planners and Clients Try to Weather the Changing Tax Laws

Date: December, 2004
Journal of Financial Planning  *Content no longer available

Seven Tips For Retiring Securely

Date: September 29, 2004
Links: PDF | Forbes

Saving For Retirement at Any Age

Date: September 28, 2004
Links: PDF | Forbes

Roth vs. Traditional IRAs

Date: September, 2004
News Channel 12  *Content no longer available