Interviews & Articles
Interviews With Matthew Tuttle
2015 Interviews
ETFs and Other Ways Investors Can Bet on the Drop in Oil Prices
Date: February 1, 2025
Link: The Wall Street Journal
Stop Expecting the Fed to Raise Interest Rates in 2015
Date: January 20, 2025
Link: Banking My Way
The million-dollar bet on a speedy market rally
Date: January 7, 2025
Link: CNBC
2014 Interviews
Voices: Matthew Tuttle, on Global Investment Performance Standards
Date: December 29, 2024
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, 2024
Link: Main Street
Investors Must Refrain From Market Timing to Avoid Pitfalls
Date: December 18, 2024
Link: Main Street
Are the markets in a bubble?
Date: November 24, 2024
Link: Fox Business
Taking Stock: Tuttle Says Look for ‘Significant’ Market Moves
Date: November 19, 2024
Link: Bloomberg
With Stocks No Longer Cheap, Investors Reassess
Date: November 16, 2024
Link: CNBC
Should You Beware of Alternative Mutual Funds?
Date: November 12, 2024
Link: U.S. News
The Risks of Two Closed-End Bond Funds
Date: November 9, 2024
Link: The Wall Street Journal
Stocks to Watch: PEP, AAP
Date: October 23, 2024
Link: Fox Business
6 Reasons to Shut Up and Invest
Date: September 30, 2024
Link: Yahoo! Finance
SEC Cracks Down on Wrap Accounts
Date: August 26, 2024
Link: InvestmentNews *Available to subscribers
Is Smart Beta Smarter?
Date: August 8, 2024
Link: Advice IQ
Murray Ruggiero: Mastering Technology
Date: August 4, 2024
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, 2024
Link: Barron's
Making Sense of Smart Beta
Date: July 15, 2024
Link: Financial Advisor
ETFs for Investing in Social Media and Gold
Date: June 16, 2024
Link: The Wall Street Journal
Is It Time to Dive Back Into Emerging-Market Bonds?
Date: April 13, 2024
Link: The Wall Street Journal
Seven Bond Strategies for Unusual Times
Date: April 3, 2025
Link: Private Opportunities Club *Available to subscribers
When Cash Is A Better Investment
Date: April 3, 2025
Link: mainstreet.com
How To Profit From The Energy Boom
Date: March 3, 2025
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, 2025
Link: The Wall Street Journal
Advisers Find Values After Market’s Decline
Date: January 30, 2025
Link: The Wall Street Journal *Available to subscribers
Most Irrational Investing Missteps
Date: January 30, 2025
Link: PDF | Main Street
Advisers Grow More Wary of Pimco Funds
Date: January 24, 2025
Link: The Wall Street Journal *Available to subscribers
Retirement Accounts to Get Taper Boost
Date: January 16, 2025
Links: PDF | Main Street
Dow Could Top 19,000 in 2014
Date: January 15, 2025
Links: PDF | Main Street
2013 Interviews
U.S., Japanese Stocks Soar in 2013
Date: December 31, 2024
Links: PDF | View on Voice of America
Now May Be a Good Time to Buy Preferred Stocks
Date: November 10, 2024
Links: PDF |View On Wall Street Journal
How to Make Money Investing Like Harvard and Yale’s Endowments
Date: August 20, 2024
Links: PDF | Money Q&A;
When to Start Playing it Safe with Your Retirement Savings
Date: August 5, 2024
Links: PDF | DepositAccounts
Target Date Funds – On or Off Target?
Date: July 14, 2024
Links: PDF | DepositAccounts
No Strategy is Always Right
Date: June 7, 2024
Links: PDF | *Web posting no longer available
The Anatomy of a Gold Bust
Date: May 28, 2024
Links: PDF | *Web posting no longer available
Is the Economy Really Recovering?
Date: April 30, 2024
Links: Video | Fox Business News
Why High-yielding Muni Bonds are Failing
Date: April 12, 2024
Links: PDF | MarketWatch
Blended Funds Keep Investors Put, but Performance Varies
Date: April 1, 2025
Links: The Wall Street Journal *Available to subscribers
New Bond Funds Guard Against a Crash
Date: April 1, 2025
Links: PDF | Bottom Line
Why the Jobs Data May Feed Stocks’ Record Run
Date: March 31, 2025
Links: PDF | MarketWatch
Top ETFs for Your Retirement Savings
Date: March 29, 2025
Links: PDF | Main Street
Stocks Risk Harder Drop if Fed Hints at Tapering
Date: March 17, 2025
Links: PDF | MarketWatch
Treasuries Gain on Tepid Data, Worries of Less Fed Support
Date: February 21, 2025
Links: PDF | The Wall Street Journal *Available to subscribers
Will Investors Ride the Bull Market?
Date: January 21, 2025
Links: PDF | *Web posting no longer available
2012 Interviews
Fiscal Showdown Leads Money to Sidelines
Date: December 21, 2024
Links: PDF
How to Use Leveraged and Inverse ETFs
Date: December 19, 2024
Links: PDF | EFT Trends
U.S. Stocks End Higher as Financials Lead Advance
Date: December 17, 2024
Links: PDF | MarketWatch
How to Gain Leverage
Date: December 16, 2024
Links: PDF | The Wall Street Journal
ETF Manager Bets We Avoid the Cliff, Sees Upside in Pacific Rim
Date: November 13, 2024
Links: PDF | Barron's
Advisers In Post-Election Hunt for Opportunity
Date: November 7, 2024
Links: The Wall Street Journal *Available to Subscribers
A Real Estate Primer
Date: October 29, 2024
Links: PDF | The Wall Street Journal
How the Pros Value Stocks
Date: October 12, 2024
Links: PDF | Advice IQ
U.S. Stocks Get ISM Lift, Though Bernanke ‘Taketh Away’
Date: October 1, 2024
Links: PDF | MarketWatch
Why Gold, Silver Prices Could Dive in a Flash
Date: September 28, 2024
Links: PDF | Investor's Business Daily
Study Gives Advisers Bad Wrap
Date: September 9, 2024
Links: Investment News *Available to subscribers
What a QE3 Could Do to Bonds
Date: September 8, 2024
Links: PDF | Barron's
Gold Rally’s for Real, But Will Gains Last?
Date: September 7, 2024
Links: PDF | MarketWatch
Planners Who Deal with Business Owners Can Find it Rewarding
Date: September 1, 2024
Links: Financial Planning
Worries Rise over Hot Bond Play
Date: August 5, 2024
Links: PDF | MarketWatch
Knight Glitch Roils Investors
Date: August 4, 2024
MarketWatch *Content no longer available
International Stock Funds in a World of Hurt
Date: July 2, 2024
Links: PDF | MarketWatch
What You Need to Know About Target Date Funds
Date: June 24, 2024
Links: PDF | DepositAccounts
U.S. Treasury Yields Set New Record Lows
Date: May 30, 2024
The Wall Street Journal *Content no longer available
Eying a New Low in 10-Year Treasury Yield
Date: May 18, 2024
Links: The Wall Street Journal *Available to subscribers
Drilling for Dollars
Date: May 12, 2024
Links: PDF | The Wall Street Journal
U.S. Blue Chips Break Loss Streak; NASDAQ Drops
Date: May 10, 2024
MarketWatch *Content no longer available
Investors Eye Fed Next Week as Job Growth Slows
Date: May 5, 2024
Links: PDF | MarketWatch
ETFs vs. Mutual Funds: The Fee War
Date: April 3, 2025
Links: Bank Investment Consultant *Available to subscribers
A Swan Song for the Bond Market’s Bull Run
Date: March 31, 2025
Links: PDF | The Wall Street Journal
U.S. Treasuries Fight Back with Biggest Gain in Two Weeks
Date: March 21, 2025
Links: PDF | 4-Traders
DOW Logs Sixth Session Win; S&P; 500 Ends Lower
Date: March 14, 2025
Links: PDF | MarketWatch
Your Money: Why Investors Still Fear Stocks
Date: March 13, 2025
Links: PDF | Reuters
Drilling for Dollars
Date: March 12, 2025
Links: PDF| The Wall Street Journal
Will Emerging-Market Slowdown Lift Stocks?
Date: March 9, 2025
Links: PDF | MarketWatch
Does an Annuity Belong in Your Retirement Portfolio?
Date: February 11, 2025
Links: PDF| DepositAccounts
The Big Chill
Date: January, 2012
Links: PDF | Palm Spring Life
Those with Jobs Feeling More Secure
Date: January 26, 2025
Links: PDF | MarketWatch
Frugality Advice from Millionaires
Date: January 10, 2025
Links: PDF | Get Rich Slowly
Radio Broadcast Interviews:
Alternative Investments
Date: December 10, 2024
Links: Wealth DNA - 05:00 start
The New Retirement
Date: August 19, 2024
Links: WebTalkRadio - 04:00 start
2011 Interviews
U.S. Stocks End higher, with Dow Up 1.4% on Week
Date: December 9, 2024
Links: PDF | MarketWatch
Hillenbrand Rises, Google Falls in After Hours
Date: November 28, 2024
Links: PDF | MarketWatch
U.S. Stocks End Lower; DOW Loses 4.8% on Week
Date: November 25, 2024
Links: PDF | MarketWatch
Doubts Reign as Stocks Head into the Holidays
Date: November 6, 2024
Links: PDF | The Wall Street Journal
Independent RIAs More Reticent to Give Up Majority Stakes
Date: October 31, 2024
Links: PDF - SNL Financial
What the Nation Said
Date: October 31, 2024
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, 2024
Links: PDF - SNL Financial
U.S. Stock Rally Lifts Indexes into Weekly Gains
Date: October 21, 2024
Links: PDF | MarketWatch
U.S. Stocks End Near Session Lows; Dow Loses Nearly 250 Points
Date: October 17, 2024
Links: PDF | MarketWatch
Dow Nears Break-even; What About You?
Date: October 14, 2024
Links: PDF | SmartMoney
U.S. Jobs Data, E.U. Meetings Tease Weary Investors
Date: October 1, 2024
Links: PDF | MarketWatch
Betting Against China
Date: September 19, 2024
Links: PDF | The Wall Street Journal
U.S Stock Rally’s Longevity Depends on Euro, Fed
Date: September 16, 2024
Links: PDF | MarketWatch
Gold, Platinum Ratio Shifts, Hints at Wider Change
Date: September 16, 2024
Links: PDF | MarketWatch
Gold’s Not the Only Safe Haven Commodity
Date: August 19, 2024
Links: PDF | MarketWatch
How Some Investors Dodged the Storm
Date: August 8, 2024
Links: PDF | MarketWatch
How to Survive the Stock Market’s Wild Ride
Date: August 5, 2024
Links: PDF | DailyFinance
Tuttle Shifts to Safety after Rally Fizzles
Date: August 4, 2024
Links: PDF - MorningStar
Foreign Affairs
Date: August 1, 2024
Links: PDF | Financial Planning
Advisers Deluge Investors with Advice Over Debt Crisis
Date: July 28, 2024
Links: PDF | Reuters
Americans Fret About How to Survive a Debt Default
Date: July 27, 2024
Links: PDF | Reuters
U.S. Stocks End lower as Debt-deal Deadline Looms
Date: July 25, 2024
Links: PDF | MarketWatch
Swimming Naked
Date: July 6, 2024
Links: PDF | Official Blog of Dorsey Wright & Associates
Their Own Worst Enemy
Date: July 6, 2024
Links: PDF | The Wall Street Journal
Stock Picking Gets Trickier
Date: July 2, 2024
Links: PDF | The Wall Street Journal
DJ Market Talk: US Stocks Flat; Subdued Expectations For Fed
Date: June 22, 2024
Links: PDF - MorningStar
Unstable Condition
Date: June 20, 2024
Links: PDF | The Wall Street Journal
Speed Bumps Clutter Copper’s Trading Landscape
Date: May 27, 2024
Links: PDF | MarketWatch
Bill Would Require Showing Saver’s 401(k) Balance as a Fixed Monthly Annuity Payment
Date: May 17, 2024
Links: PDF | Pittsburgh Post-Gazette
For Second Home Purchases, Cash is Now King
Date: May 9, 2024
SmartMoney *Content no longer available
Long-Term Care Comes of Age
Date: May 4, 2024
Links: PDF | CNBC
End of the World in 2012? Here’s How to Make a Profit
Date: April 6, 2025
Links: PDF | CNBC
6 Ways to Avoid Common Retirement Planning Pitfalls
Date: April 6, 2025
*Content no longer available
Tips for Navigating Municipal Bond Funds
Date: April 6, 2025
Links: PDF | BankRate
As Fed Debates Inflation Risk, Markets Just Want to Party
Date: April 1, 2025
Links: PDF | CNBC
Advisers’, Investors’ Views Diverge – Surve
Date: March 23, 2025
Links: PDF | The Wall Street Journal
How Harvard and Yale Beat the Market - CDTV.Net
Date: March 18, 2025
*Content no longer available
The Black Swan Hedge: VXX and VHZ in These Volatile Markets
Date: March 15, 2025
Links: PDF | Seeking Alpha
Bonds Funds Gone Wild
Date: March 14, 2025
Links: PDF | MarketWatch
Staying on Top of ETFs
Date: March 9, 2025
Links: PDF | Pittsburgh Post-Gazette
Will your Portfolio Survive the Next Surprise?
Date: March 6, 2025
Links: PDF | The Wall Street Journal
Why Libya is a Buying Opportunity
Date: February 26, 2025
Links: PDF | The Wall Street Journal
As Long as Jobs are Weak, Stocks Can Depend on the Fed
Date: February 4, 2025
Links: PDF | CNBC
How to Move On After the Financial Mistakes of 2010
Date: January 27, 2025
Links: PDF | Business Insider
Still Renting After All These Years
Date: January 8, 2025
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, 2024
Links: WFIN 330 OHIO - 01:37 start
Unlock Your Wealth Radio with Heather Wagenhals
Date: May 14, 2024
Links: BlogTalkRadio - 12:00 start
Is it Time to Buy or Sell?
Date: February 23, 2025
CDTV.Net *Content no longer available
2010 Interviews
‘Buy and Hold’ Can Result in ‘Hold on to Your Hat!’
Date: November 24, 2024
Links: PDF | The Wall Street Journal
6 Energy Funds for Inflation Protection
Date: November 15, 2024
SmartMoney *Content no longer available
Investors Seeking Safety Flock to Bonds, but Experts Warn of Hidden Risks
Date: October 29, 2024
Links: PDF | Pittsburgh Post-Gazette
Absolute-Return Funds: Low Risk, Low Return
Date: October 29, 2024
Links: PDF | The Wall Street Journal
In Search for Safety – a New Risk
Date: October 1, 2024
SmartMoney *Content no longer available
Where to Invest Money Now
Date: September 22, 2024
SmartMoney *Content no longer available
Expecting Deflation? Consider Inverse ETFs
Date: September 20, 2024
Links: PDF | The Wall Street Journal
The Economic Outlook Hits a Fork
Date: September 13, 2024
SmartMoney *Content no longer available
Where to Find Shelter if Deflation Takes Hold
Date: August 29, 2024
Links: PDF | The Wall Street Journal
Euro Zones Problems: Risk or Opportunity?
Date: August 19, 2024
Links: PDF | Medill Reports
Recovery Slowdown Prompts Market Action
Date: August 17, 2024
SmartMoney *Content no longer available
Obama Pal Campaigns for Own Firm
Date: August 14, 2024
Links: PDF | The Wall Street Journal
Advisor Avoids Commissions in Serving Smaller Accounts
Date: August 5, 2024
Links: PDF | Financial Advisor
Invest Like Harvard, Yale Endowments
Date: August 2, 2024
Links: PDF | The Street
Absolute – Return Funds: Not Always What They Seem
Date: July 10, 2024
Links: PDF | The Wall Street Journal
My Life in Hedge Funds
Date: July 7, 2024
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, 2024
Links: PDF | *Web posting no longer available
Alternative Investing
Date: June 14, 2024
Links: PDF | The Wall Street Journal
Market Volatility
Date: June 12, 2024
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, 2024
Links: PDF | CNBC
Playing the Market Plunge
Date: May 8, 2024
Links: PDF | The Wall Street Journal
What’s Goldman’s Reputation Really Worth?
Date: May 4, 2024
Links: PDF | The Street
When Clients Want “Bad” Investments
Date: April 23, 2024
Links: PDF | Financial Advisor
Betting on Solar and Wind Energy, and Against Some Sovereign Debt
Date: April 12, 2024
Links: PDF | The Wall Street Journal
Do Free ETF Trades Have a Hidden Price Tag?
Date: March 17, 2025
Links: PDF | Daily Finance
Is the Stock Correction Over? Market May Seesaw for Months
Date: February 26, 2025
Links: PDF | CNBC
The Taxman Cometh – Limit the Amount He Takes
Date: February 11, 2025
Private Opportunities Club *Content no longer available
Stocks Have Dismal January – Is That a Bad Omen For Year?
Date: January 29, 2025
Links: PDF | CNBC
2009 Interviews
Can These Retirements Be Saved?
Date: December 19, 2024
Links: PDF | The Wall Street Journal
Planning Your Retirement
Date: December 10, 2024
Lawn & Landscape Magazine *Content no longer available
TARP, the New Job Plan, Bank Lending and the Healthcare Bill
Date: December 9, 2024
Fox Business News *Content no longer available
A Project to Tie Advisers and CPAs
Date: December 1, 2024
The Wall Street Journal *Content no longer available
Diversity and Conquer
Date: November 6, 2024
American Dry Cleaner *Content no longer available
Asset Allocation Funds: 6 Picks
Date: November 3, 2024
Links: PDF | CBS MoneyWatch
Market Outlook: Stocks Likely to Continue Defying Forecasts
Date: November 2, 2024
Links: PDF | CNBC
Stress Testing Your Strategy
Date: October 30, 2024
Worth Magazine *Content no longer available
Executive Pay, Financial Regulation, GMAC Bailout, WellPoint Earnings, the Dollar and the Stock Market
Date: October 28, 2024
Fox Business News *Content no longer available
Emerging Stock Markets are Looking Better
Date: September 27, 2024
Links: PDF | The Wall Street Journal
The G-20, Health Care Reform, “Too Big to Fail”, RIM Earnings, and the Markets
Date: September 24, 2024
Fox Business News *Content no longer available
Stocks Near Year Ago Levels, So Why Isn’t My Portfolio?
Date: September 18, 2024
Links: PDF | CNBC
Managed Futures a Good Bet?
Date: September 10, 2024
Markets Media *Content no longer available
Market Tide Lifts Hedge Funds
Date: September 9, 2024
Markets Media *Content no longer available
Health Care Reform, Consumer Debt, Apple, Wall Street Regulation, and the Market
Date: September 9, 2024
Fox Business News *Content no longer available
Even If Stock Selloff is Coming, You Don’t Have to Join Crowd
Date: August 31, 2024
Links: PDF | CNBC
Alternative Answers
Date: August 24, 2024
Links: PDF | The Wall Street Journal
What You Should Know About Risk
Date: August 23, 2024
Links: PDF | The Wall Street Journal
The Jobs Report and Market Outlook
Date: August 7, 2024
Fox Business News *Content no longer available
Accountants Becoming Trusted Advisers
Date: August 4, 2024
The Wall Street Journal *Content no longer available
As Health Care Reform Speeds Ahead, Investors Get Nervous
Date: July 24, 2024
Links: PDF | CNBC
Dow 9000 and the Market Outlook
Date: July 24, 2024
Fox Business News *Content no longer available
Cash-Balance Plans Appeal to Small Firms
Date: July 8, 2024
Links: PDF | The Wall Street Journal
Second Half: Wait For Pullbacks, Then Buy the Best
Date: July 6, 2024
Links: PDF | CNBC
The Market, GM Bankruptcy, Corporate Earnings, and the Government’s Health Care Proposal
Date: July 1, 2024
Fox Business News *Content no longer available
Harvard University Loses Another Top Investor
Date: June 23, 2024
Links: The Boston Globe *Available to subscribers
Prospect of Jobless Recovery is Making Investors Nervous
Date: June 11, 2024
Links: PDF | CNBC
What Clients Want Now
Date: May 29, 2024
Links: Financial Planning Magazine
Bye-Bye To Buy And Hold
Date: May 18, 2024
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, 2024
Fox Business News *Content no longer available
TWM’s Managed Futures Funds
Date: April 29, 2024
Hedge Fund Alert *Content no longer available
Advisers Ditch ‘Buy and Hold’ For New Tactics
Date: April 29, 2024
Links: PDF | The Wall Street Journal
Skeptical Investors Still ‘Don’t Quite Trust’ the New President
Date: April 27, 2024
Links: PDF | CNBC
Ivy League Lessons
Date: April 22, 2024
Links: PDF | The Wall Street Journal
TWM’s Portfolios Mostly in Cash; Waiting for the Current Rally to Retrace
Date: April 17, 2024
Institutional Investor Magazine *Content no longer available
More Investors Say Bye-Bye to Buy-and-Hold
Date: April 8, 2025
Links: PDF | The Wall Street Journal
Alternative Answers
Date: April 7, 2025
Links: PDF | The Wall Street Journal
Stocks Close Out Wild Week on a Positive Note
Date: April 3, 2025
Links: PDF | CNBC
The Passage of President Obama’s Budget, the Unemployment Numbers and the G20 Meeting
Date: April 3, 2025
Fox Business News *Content no longer available
If Rally Is Real, Here’s Where Investors Will Turn
Date: March 24, 2025
Links: PDF | CNBC
March’s Stock Market Rally Becoming a Global Affair
Date: March 16, 2025
Links: PDF | CNBC
Can’t Beat the Bear Market? Here’s How You Can Join In
Date: March 11, 2025
Links: PDF | CNBC
Even Amid Gloom, Stocks May End Year With Gains
Date: March 2, 2025
Links: PDF | CNBC
Following Commodity Trading Advisers
Date: March 1, 2025
Links: InvestmentNews *Available to subscribers
Matthew Tuttle was interviewed on Fox Business News about Five Tax Savings Tips for Retirees
Date: February 28, 2025
Links: Video | Fox Business News
The Next Economic Bubble To Burst? Take Your Pick
Date: February 24, 2025
Links: PDF | CNBC
Investors Scramble for Safety as Markets Test Bottom
Date: February 18, 2025
Links: PDF | CNBC
Money Minute
Date: February 3, 2025
Channel 12 News *Content no longer available
Buy & Hold R.I.P.
Date: January 29, 2025
Futures Magazine *Content no longer available
Stock Market’s Next Bounce May Be Lower, Not Higher
Date: January 23, 2025
Links: PDF | CNBC
Merrill After Thain: What Customers Should Know
Date: January 22, 2025
SmartMoney *Content no longer available
Radio Broadcast Interviews
Dow 10,000
Date: October 16, 2024
WFIN AM 1330 OHIO *Content no longer available
Tactical Asset Allocation
Date: July 16, 2024
Money Smart Radio Show *Content no longer available
2008 Interviews
The Worst Performing ETFs of 2008
Date: December 30, 2024
Links: The Wall Street Journal
Coming Week, So Long Awful 2008
Date: December 27, 2024
Links: The Street
Rate Cuts and You
Date: December 26, 2024
Fidelity *Content no longer available
On The Money: The New Rules of Personal Finance (guest expert)
Date: December 8, 2024
DVD produced by CNBC *Content no longer available
Investors Take Heed: We May Not Have Hit Bottom Yet
Date: December 7, 2024
Links: PDF | The Washington Post
Alternative Answers
Date: December 2, 2024
Links: PDF | The Wall Street Journal
Retirement: Being a Budget Conscious Grandparent
Date: December 1, 2024
Links: PDF | Newsweek
Keep Your Money Safe
Date: November 25, 2024
Links: PDF | Working Mother Magazine
Fragile State
Date: November 24, 2024
Fund Strategy *Web posting no longer available
Endowment Losses Force Cost-Cutting Measures
Date: November 24, 2024
Links: PDF | Hartford Business Journal
Stocks Could Retest Lows Well Into Next Year: Pros
Date: November 17, 2024
Links: PDF | CNBC
After Huge Two-Day Sellout Stocks Near Recent Lows
Date: November 6, 2024
Links: PDF | CNBC
Take It Off
Date: November 1, 2024
Links: Financial Planning Magazine
Fed Rate Cut Fails to Deliver Much Impact on Stocks
Date: October 29, 2024
Links: PDF | CNBC
Current Investment Philosophies
Date: October 25, 2024
CDTV *Content no longer available
Amid Credit Crisis, Do Earnings Matter for Investors?
Date: October 20, 2024
Links: PDF | CNBC
The Financial Crisis
Date: October 7, 2024
Channel 12 News *Content no longer available
Trust Owned Life Insurance: A Lawsuit Waiting to Happen
Date: October 2, 2024
CPA Journal *Content no longer available
Trimming Fees: Hedge Funds Make Changes
Date: October 2, 2024
Stamford Advocate *Content no longer available
Morale Support
Date: October 1, 2024
Links: Financial Planning Magazine
Surviving the Crash
Date: September 25, 2024
The Jewish Week *Content no longer available
Losing So Much Money You Can’t Sleep? Take Less Risk Says Wealth Manager
Date: September 23, 2024
Yahoo Finance *Content no longer available
The Current Financial Crisis
Date: September 20, 2024
The Doug Kellet Show on KDKA 10:20AM *Content no longer available
Planning for Retirement Not Easy
Date: September 20, 2024
Links: The Daily Ardmoreite
Market Outlook: Is It Safe To Get Back Into Stocks?
Date: September 19, 2024
Links: PDF | CNBC
Sponsors Of Money-Market Funds Rush To Reassure Investors
Date: September 18, 2024
Dow Jones Newswires *Content no longer available
Money Market Funds Enter a World of Risk
Date: September 17, 2024
Links: PDF | The New York Times
Fox Business Morning Show
Date: September 15, 2024
Fox Business News *Content no longer available
For the Markets, Bailout Is Hardly a Game-Changer
Date: September 8, 2024
Links: PDF | CNBC
Lehman Brothers Deal? – Money For Breakfast
Date: September 3, 2024
Links: Video | Fox Business News
Fox Business Morning and Money For Breakfast
Date: August 29, 2024
Fox Business News *Content no longer available
Why Fannie & Freddie May Be Hiding in Your Portfolio
Date: August 28, 2024
Links: PDF | CNBC
Fox Business Morning and Money For Breakfast
Date: August 1, 2024
Fox Business News *Content no longer available
Saving for Retirement
Date: July 27, 2024
Business Week *Content no longer available
Pharmaceutical Sector
Date: July 21, 2024
Links: Video | Fox Business News
Week’s Rally Still Leaves Some on the Sidelines
Date: July 18, 2024
Links: PDF | CNBC
Alternative Answers
Date: July 14, 2024
Links: PDF | The Wall Street Journal
Money For Breakfast
Date: July 10, 2024
Fox Business News *Content no longer available
Fox Business Morning and Money For Breakfast
Date: July 7, 2024
Fox Business News *Content no longer available
See What People are Saying About…Second Half Recovery
Date: June 30, 2024
Links: PDF | CNBC
Job Losses Likely to Grow, Fueling Economic Gloom
Date: June 23, 2024
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, 2024
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, 2024
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, 2024
Links: PDF | CNBC
Here’s Your Chance to Bet Against Treasurys
Date: May 11, 2024
Links: The Wall Street Journal *Available to subscribers
Oil Rally May Stall Rebound
Date: May 7, 2024
Links: PDF | CNBC
Investment Options for Beating Inflation
Date: April 23, 2024
The Wall Street Journal *Content no longer available
Every Investment in it’s Place
Date: April 21, 2024
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, 2024
Fox News *Content no longer available
U.S. Stocks Got You Down? Try the Emerging Markets
Date: April 14, 2024
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, 2025
Links: PDF | CNBC
Sellers of Annuities Make Buying Easier
Date: March 11, 2025
The Wall Street Journal *Content no longer available
Fickle Stock Market Keeps Investors Guessing
Date: March 7, 2025
Links: PDF | CNBC
Be Wary and Diversity: Advice for the Bond Fund Investor
Date: March 3, 2025
The Wall Street Journal *Content no longer available
Avoiding the Danger Zone
Date: March 3, 2025
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, 2025
The Wall Street Journal *Content no longer available
Worries About ‘Sluggish’ Growth Sink Stocks
Date: February 14, 2025
Links: PDF | CNBC
Selling Yourself With a Book?
Date: February 1, 2025
Links: PDF | WealthManagement.com
Stocks Snap Losing Stread With Huge Rally
Date: January 23, 2025
Links: PDF | CNBC
Owning a Piece of Luxury
Date: January 18, 2025
Links: PDF | Bankrate
Radio Broadcast Interviews
Current Financial Crisis
Date: September 30, 2024
1330 WFIN Radio *Content no longer available
Opinion on AIG and Lehman Brothers
Date: September 17, 2024
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, 2024
Links: PDF | CNBC
Benefit Firms Recognize The Too Can Seize Neighboring Business Territory
Date: December 1, 2024
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, 2024
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, 2024
Links: PDF | The Wall Street Journal
Working, Even After Retirement Age
Date: August 31, 2024
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, 2024
Links: PDF | The Wall Street Journal
Be Wary of Retirees’ Risk, Says a Software Maker
Date: July 9, 2024
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, 2024
Links: PDF
Business Sales Spawn Complex Planning Issues
Date: April 20, 2024
SmartMoney *Content no longer available
Market Carnage Yields Stress
Date: March 4, 2025
The Star-Ledger *Content no longer available
Line Up Estate Now, Ease Burdens Later
Date: February 28, 2025
Links: PDF | The Christian Science Monitor
Retiring on the House? Using Home Equity for Your Retirement
Date: February 24, 2025
Links: Bloomberg Businessweek
2006 Interviews
It’s Time to Sit Down With Your Adviser and Plan for 2007
Date: December 29, 2024
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, 2024
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, 2024
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, 2024
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, 2025
Dow Jones Newswires *Content no longer available
When Mom & Dad are the Bank
Date: January 21, 2025
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, 2024
Links: PDF
Beware of Plans Offering Large Tax Deductions
Date: November 14, 2024
Fairfield County Business Journal *Content no longer available
Mutual Funds Try to Play Hedge Game By Offering Investors ‘Absolute’ Gains
Date: October 7, 2024
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, 2024
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, 2025
Links: PDF | Forbes
The Too Good To Be True Tax Break
Date: March 3, 2025
Links: PDF | Forbes
Bush Addresses The State of Social Security
Date: February 3, 2025
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, 2024
Links: PDF | Forbes
Saving For Retirement at Any Age
Date: September 28, 2024
Links: PDF | Forbes
Roth vs. Traditional IRAs
Date: September, 2004
News Channel 12 *Content no longer available