October 24, 2011 Letter to the Editor of Forbes.com Re: October 19, 2011 article by William P. Barrett entitled“Watch Your Wallet: Big Stock Brokerages Eye Indexed Annuities Dear Editor, The [...]
October 25, 2011 Ms. Kelly Greene The Wall Street Journal By email to familyvalue@wsj.com Re: Your article "Earning Income by Making a Gift" Dear Ms. Greene, Thank you for your [...]
September 26, 2011 Letter to the Editor of ABC News Re: “Index Annuities: Complex, Aggressively Sold Investments” by Ted Schwartz Dear Editor, We appreciate Mr. Schwartz’s effort to educate your [...]
August 22, 2011 The book “The Black Swan” by Nassim Taleb became very popular at the height of the recent financial crisis. It highlighted the difference between theory and reality. [...]
August 11, 2011 Letter to the Editor of Money Magazine Re: “Protecting your parents: Keep the sharks at bay” by Lisa Gibbs http://money.cnn.com/2011/08/10/retirement/protecting_parents.moneymag/ Dear Editor, At the National Association for [...]
August 11, 2011 Letter to the Editor of Money Magazine Re: “Protecting your parents: Keep the sharks at bay” by Lisa Gibbs http://money.cnn.com/2011/08/10/retirement/protecting_parents.moneymag/ Dear Editor, At the National Association for [...]