TELEVISION:

 

Date

Publication/Media

Subject of Discussion

August 4, 2011

KCAL Evening News Allen Mendelson

Summer Check Up

August 2, 2011

National Public Radio

Tough Times in the Market

-click to hear the interview -

August 5, 2009

KABC CH 7 Rick Romero

Teach Your College-Bound Kid to Budget

November 12, 2008

KNX 1070 Radio

Surviving and Thriving

-click to hear the interview-

October 2, 2008

KNX 1070 Radio

How the Economy is Affecting

Retirement Plans

March 17, 2008

KCAL Evening News Jaime Garza

Investing 401(k) Dollars

November 2005

Voice America Business

How to Choose the Right

Mortgage for You

May 26-29, 05

KCAL Evening News Allen Mendelson

Current Real Estate Market

December 2001

ABC Evening News with Peter Jennings

Falling Interest Rates and Retirees

June 1998

LifeTime Channel

Money Make-Over

February 1998

CNN

Investment Strategies

 


NEWSPAPERS:

 

Date

Publication/Media

Title of Article

 

March 14, 2009

Herald News

Many Seek Solace from Crystal Ball

 
 

October 12, 2008

Daily News

Shop Wisely for Others to

Keep Joy in Your Life

 
 

March 9, 2008

Los Angeles Times

Free and Clear

 
 

June 22, 2008

Los Angeles Times

Your Own Wage Warrior

 
 

April 3, 2011

Daily Breeze

The 40 - 70 Rule

 

Elderly Parents, Children Need

To Talk Early About Care

 

May 29, 2007

Wall Street Journal

Buying a Retire Home Decades 

 

Personal Journal

Before You Retire

 

May 15, 2007

Dow Jones Newswire

SEC Decision Could Shift Brokerage Battle

 
 

April 18, 2007

Los Angeles Times

Plastic Seeking Edge Over Paper

 

 

November 27, 2006

USA Today

Young & in Debt

 
 

May-06

The Arizona Republic

To pay off or not to

 

January-06

USA Today

To Pay or Not To Pay Off Your Mortgage

 

January-06

Press Telegram

Too Hot to Handle

 

January-06

Baltimore Sun

Save Now or You May Not Be Able To Retire

 

September-05

Wall Street Journal

New Tools to Hedge Your Home

 

June-05

Dow Jones Newswire

For Homebuyers, Overextension is Easy

 

February-05

USA Today

Make Rising Home Value Work For You

 

February-05

Wall Street Journal

AT&T Investors Face Tax Headache

 

September-04

Investment News       

DB Plans For Entrepreneurs

Seen As Adviser Growth Area

 

September-04

The Press-Enterprise

Putting It In Reverse

 

September-04

Investment News

   Sunset For Value Stocks?

 

June-04

Investment News  

Virtues of Both Public, Private REIT’S Touted

 

May-04

Chicago Tribune

Young Investors Need To Develop

Interest In Compounding’s Power

 

May-04

Investment News

 Despite Recent Downturn 

Advisers Still Value REITs

 

March-04

Los Angeles Daily News

Looking out for numero uno

 

February-04

Investment News

Jitters over future of 12(b)-1

 

November-03

The New York Times

Defections Lead to Shake-UP

 

October-03

The New York Times

Buying, Holding And Paying

 

October-03

Baltimore Sun

Many insurance offerings...

 

October-03

Investment News

Inability to market disability policies...

 

August-03

Dow Jones News Wire

Cash-strapped retirees...

 

July-03

Washington Post, Bloomberg News Service

MFS Stung by Drop in Assets...

 

June-03

La Opinion

Todo en una sola deuda

 

April-03

Barrons

In a Fix

 

February-03

Bloomberg News Wire

Fidelity Waives Sales Charges...

 

October-02

The Wall Street Journal

Roth IRAs for Children...

 

October-02

Daily News

401(k) Math

 

July-02

Physician`s Financial News

Investments That Limit Risk

 

January-02

The Wall Street Journal

What`s the Right Balance of Stocks,

Bonds and Cash?

 

January-02

Los Angeles Times

Job Monitor

 

December-01

AARP Bulletin

...New wrinkles in long-term care insurance

 

September-01

The Baltimore Sun

As markets reopen investors

have to resist panic

 

August-01

The Baltimore Sun

Utilities stocks are changing

 

March-01

AARP Bulletin

Retire a winner: 10 steps to take now

 

February-01

The Wall Street Journal

Folks Who Like to Buy A

Stock and Forget it...

 

January-01

The Baltimore Sun

Situation, emotions dictate

best steps to take

 

April-99

Los Angeles Times

Immigrants` American Dream:...

 

April-99

Los Angeles Times

When Maxing Out Your 401(k)...

 

November-98

New York Post

Huge tax bills loom for...

 

August-98

Los Angeles Times

Financial Planners Answering...

 

August-98

Press-Telegram

Hitting the jackpot

 

August-98

Copley News Service

Money-saving ideas...

 

April-98

Los Angeles Times

Interest-Rate-Sensitive...

 

April-98

Network Briefings

In the Spotlight

 

May-97

Los Angeles Times

Independently Healthy

 

September-94

Los Angeles Times

Gifts to Parents Involve...

 

August-94

Los Angeles Times

Treasury Bills Are Easily...

 

July-92

Press-Telegram

Investing Lump Sum...

 

March-92

L.A. Business Journal

Strategies for reducing...

 

December-91

Los Angeles Times

First Step in Underground...

 

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

November-08

Fortune Magazine

Look Who Pays for the Bailout

November-08

Money Magazine

What Do I Do Now?

January-02

Bloomberg Wealth Manager

Straight A’s Section 529 plans…

December-01

U.S. News & World Report

A plan for all seasons

October-01

Bloomberg Wealth  Manager

Trust but Verify

September-00

Reader’s Digest New Choices

Should you work after you Retire?

June-00

U.S. News & World Report

A bologna-lover’s retirement budget:

If you want steak…

January-00

Registered Representative

Unlikely Clients

August-99

Entrepreneur’s Business Start-Ups

What’s The Plan?

July-99

Business Week

Is Your Annuity A Dud?…

April-99

Torrance Magazine

People in the News

December-98

Financial Planning

In Debt To Bonds

October-98

Torrance Magazine

People in the News

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

 
 

December-09

CNNMoney

2002 Resolutions

 

December-01

WSJ Career Journal

Don’t Overload Your Portfolio

With Company Stock

 

November-01

CNNMoney

Juggling student loans

 

November-01

mPower Café

IRA Rollovers

 

August-01

Reader’s Digest

Staying Ahead In Tough Times

 

October-00

CNNfn

Bay Area budget blues

 

September-00

CNNfn

Back-to-school ’To do’ list

 

August-00

CNNfn

Making your nest egg last

 

August-00

CNNfn

Real estate benefits techie

 

May-00

CNNfn

IRA bloopers

 

May-00

CNNfn

Artist avoids starving

 

November-99

CNNfn

A gift of profits

 

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

-click to view the Certificate-

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


 

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Check the background of this financial professional on FINRA's BrokerCheck