TELEVISION:
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Date |
Publication/Media |
Subject of Discussion |
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August 4, 2011 |
KCAL Evening News Allen Mendelson |
Summer Check Up |
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August 2, 2011 |
National Public Radio |
Tough Times in the Market |
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August 5, 2009 |
KABC CH 7 Rick Romero |
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November 12, 2008 |
KNX 1070 Radio |
Surviving and Thriving |
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October 2, 2008 |
KNX 1070 Radio |
How the Economy is Affecting Retirement Plans |
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March 17, 2008 |
KCAL Evening News Jaime Garza |
Investing 401(k) Dollars |
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November 2005 |
Voice America Business |
How to Choose the Right Mortgage for You |
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May 26-29, 05 |
KCAL Evening News Allen Mendelson |
Current Real Estate Market |
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December 2001 |
ABC Evening News with Peter Jennings |
Falling Interest Rates and Retirees |
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June 1998 |
LifeTime Channel |
Money Make-Over |
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February 1998 |
CNN |
Investment Strategies |
NEWSPAPERS:
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Date |
Publication/Media |
Title of Article |
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March 14, 2009 |
Herald News |
Many Seek Solace from Crystal Ball |
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October 12, 2008 |
Daily News |
Shop Wisely for Others to Keep Joy in Your Life |
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March 9, 2008 |
Los Angeles Times |
Free and Clear |
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June 22, 2008 |
Los Angeles Times |
Your Own Wage Warrior |
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April 3, 2011 |
Daily Breeze |
The 40 - 70 Rule |
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Elderly Parents, Children Need To Talk Early About Care |
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May 29, 2007 |
Wall Street Journal |
Buying a Retire Home Decades |
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Personal Journal |
Before You Retire |
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May 15, 2007 |
Dow Jones Newswire |
SEC Decision Could Shift Brokerage Battle |
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April 18, 2007 |
Los Angeles Times |
Plastic Seeking Edge Over Paper |
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November 27, 2006 |
USA Today |
Young & in Debt |
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May-06 |
The Arizona Republic |
To pay off or not to |
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January-06 |
USA Today |
To Pay or Not To Pay Off Your Mortgage |
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January-06 |
Press Telegram |
Too Hot to Handle |
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January-06 |
Baltimore Sun |
Save Now or You May Not Be Able To Retire |
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September-05 |
Wall Street Journal |
New Tools to Hedge Your Home |
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June-05 |
Dow Jones Newswire |
For Homebuyers, Overextension is Easy |
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February-05 |
USA Today |
Make Rising Home Value Work For You |
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February-05 |
Wall Street Journal |
AT&T Investors Face Tax Headache |
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September-04 |
Investment News |
DB Plans For Entrepreneurs Seen As Adviser Growth Area |
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September-04 |
The Press-Enterprise |
Putting It In Reverse |
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September-04 |
Investment News |
Sunset For Value Stocks? |
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June-04 |
Investment News |
Virtues of Both Public, Private REIT’S Touted |
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May-04 |
Chicago Tribune |
Young Investors Need To Develop Interest In Compounding’s Power |
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May-04 |
Investment News |
Despite Recent Downturn Advisers Still Value REITs |
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March-04 |
Los Angeles Daily News |
Looking out for numero uno |
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February-04 |
Investment News |
Jitters over future of 12(b)-1 |
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November-03 |
The New York Times |
Defections Lead to Shake-UP |
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October-03 |
The New York Times |
Buying, Holding And Paying |
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October-03 |
Baltimore Sun |
Many insurance offerings... |
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October-03 |
Investment News |
Inability to market disability policies... |
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August-03 |
Dow Jones News Wire |
Cash-strapped retirees... |
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July-03 |
Washington Post, Bloomberg News Service |
MFS Stung by Drop in Assets... |
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June-03 |
La Opinion |
Todo en una sola deuda |
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April-03 |
Barrons |
In a Fix |
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February-03 |
Bloomberg News Wire |
Fidelity Waives Sales Charges... |
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October-02 |
The Wall Street Journal |
Roth IRAs for Children... |
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October-02 |
Daily News |
401(k) Math |
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July-02 |
Physician`s Financial News |
Investments That Limit Risk |
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January-02 |
The Wall Street Journal |
What`s the Right Balance of Stocks, Bonds and Cash? |
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January-02 |
Los Angeles Times |
Job Monitor |
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December-01 |
AARP Bulletin |
...New wrinkles in long-term care insurance |
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September-01 |
The Baltimore Sun |
As markets reopen investors have to resist panic |
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August-01 |
The Baltimore Sun |
Utilities stocks are changing |
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March-01 |
AARP Bulletin |
Retire a winner: 10 steps to take now |
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February-01 |
The Wall Street Journal |
Folks Who Like to Buy A Stock and Forget it... |
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January-01 |
The Baltimore Sun |
Situation, emotions dictate best steps to take |
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April-99 |
Los Angeles Times |
Immigrants` American Dream:... |
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April-99 |
Los Angeles Times |
When Maxing Out Your 401(k)... |
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November-98 |
New York Post |
Huge tax bills loom for... |
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August-98 |
Los Angeles Times |
Financial Planners Answering... |
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August-98 |
Press-Telegram |
Hitting the jackpot |
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August-98 |
Copley News Service |
Money-saving ideas... |
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April-98 |
Los Angeles Times |
Interest-Rate-Sensitive... |
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April-98 |
Network Briefings |
In the Spotlight |
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May-97 |
Los Angeles Times |
Independently Healthy |
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September-94 |
Los Angeles Times |
Gifts to Parents Involve... |
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August-94 |
Los Angeles Times |
Treasury Bills Are Easily... |
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July-92 |
Press-Telegram |
Investing Lump Sum... |
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March-92 |
L.A. Business Journal |
Strategies for reducing... |
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December-91 |
Los Angeles Times |
First Step in Underground... |
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July-91 |
L.A. Business Journal |
Be careful when shifting... |
MAGAZINES:
|
Date |
Publication/Media |
Subject of Discussion |
|
May-09 |
Financial Advisors Magazine |
Non-Traded REIT's offer a Different Take On Real Estate |
|
December-08 |
Self Magazine |
Stash More Cash in Todays More Difficult Economy |
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November-08 |
Fortune Magazine |
Look Who Pays for the Bailout |
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November-08 |
Money Magazine |
What Do I Do Now? |
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January-02 |
Bloomberg Wealth Manager |
Straight A’s Section 529 plans… |
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December-01 |
U.S. News & World Report |
A plan for all seasons |
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October-01 |
Bloomberg Wealth Manager |
Trust but Verify |
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September-00 |
Reader’s Digest New Choices |
Should you work after you Retire? |
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June-00 |
U.S. News & World Report |
A bologna-lover’s retirement budget: If you want steak… |
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January-00 |
Registered Representative |
Unlikely Clients |
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August-99 |
Entrepreneur’s Business Start-Ups |
What’s The Plan? |
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July-99 |
Business Week |
Is Your Annuity A Dud?… |
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April-99 |
Torrance Magazine |
People in the News |
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December-98 |
Financial Planning |
In Debt To Bonds |
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October-98 |
Torrance Magazine |
People in the News |
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August-98 |
Parent Care Advisor |
Will Nursing Home Bills… |
INTERNET:
|
Date |
Publication/Media |
Subject of Discussion |
|
|
March-09 |
MarketWatch.com |
It Might Be Time To Switch To A Roth IRA |
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December-09 |
CNNMoney |
2002 Resolutions |
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December-01 |
WSJ Career Journal |
Don’t Overload Your Portfolio With Company Stock |
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November-01 |
CNNMoney |
Juggling student loans |
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November-01 |
mPower Café |
IRA Rollovers |
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August-01 |
Reader’s Digest |
Staying Ahead In Tough Times |
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October-00 |
CNNfn |
Bay Area budget blues |
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September-00 |
CNNfn |
Back-to-school ’To do’ list |
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August-00 |
CNNfn |
Making your nest egg last |
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August-00 |
CNNfn |
Real estate benefits techie |
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May-00 |
CNNfn |
IRA bloopers |
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May-00 |
CNNfn |
Artist avoids starving |
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November-99 |
CNNfn |
A gift of profits |
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July-99 |
CNNfn |
Declaring financial independence |
COURSES TAUGHT:
|
Date |
Publication/Media |
Subject of Discussion |
|
February-09 |
National Assocation of Women in Construction |
Investing in a World Gone Mad |
|
Mar-99 |
1999 Grand World Voyage |
Personal Finance |
|
October-98 |
City of Los Angeles Employees |
Los Angeles City Retirement System |
|
August-98 |
Los Angeles Harbor College |
Planning For Retirement |
|
July-98 |
Los Angeles Harbor College |
Financial Planning For Executives |
|
February-98 |
Los Angeles Times |
Investment Strategies for Early Retirement |
|
August-97 |
Professional Advisory Panel |
Securing Your Financial Health |
|
March-93 |
Peninsula Seniors |
Investment Strategies |
|
January-93 |
Nat’l Assoc. of Purchasing Mgmt. |
How to Handle Your 401K |
|
October-92 |
Los Angeles Harbor College |
Recession-Proof Retirement Plans |
|
November-91 |
Hughes Aircraft |
Pre-retirement Planning |
|
October-91 |
Los Angeles Harbor College |
The ABCs of Estate Planning |
|
July-91 |
Los Angeles Harbor College |
Estate Planning |
|
June-91 |
Bartlett Adult Center |
Wealth Management for Seniors |
|
June-91 |
How Much Should You Pay Yourself |
Torrance Area Chamber of Commerce |
|
June-90 |
Hughes Aircraft |
Employee Benefits |