Where We're Quoted
 

Investment News
July 16, 2007
Index Battle

Smart Money
April 2007
Retire Early:  Retirement Guide 2007

Newsweek
Feb 12, 2007
Financial Planning: Wills and Other Ways

BusinessWeek.com
Jan 11, 2007
Retirement Savings: Five Tips to Catch Up

Contra Costa Times
Jan 2, 2007
East Bay Firms Rebound In 2006

Investment News
Nov 20, 2006
Turnkey Asset Management Programs Taking Off

Investment News
Nov 20, 2006
Tax Planning: Pension Act Offers Favorable Tax Planning Options

Medical Economics
Nov 17, 2006
Tax Moves to Make Now

Medical Economics
Nov 3, 2006
The Smart Way to Give to Your Alma Mater

Investment News
Nov 20, 2006
Turnkey Asset Management Programs Taking Off

Investment News
Nov 20, 2006
Tax Planning: Pension Act Offers Favorable Tax Planning Options

Contra Costa Times
Oct 4, 2006
Dow High Brings Wary Hopes

Investment News
Sep 25, 2006
Advisers Look For Solutions To 'Risky' Business

Investment News
Sep 11, 2006
New Book Offers Ideas On Saving For Retirement

Contra Costa Times
Aug 19, 2006
Same-Sex Couples Hail Pension Overhaul

Medical Economics
Aug 4, 2006
Investment Basics: Understand the Principles

Wall Street Journal
Jul 16, 2006
Your House Is Not a Retirement Plan

Contra Costa Times
Jul 1, 2006
Second Quarter Not Kind To Market

Medical Economics
Jun 16, 2006
2006 Tax Breaks: Stay Ahead of the Game

Investment News
May 22, 2006
Rising Fuel Prices Have Hurt Retirement Saving

Financial Planning
Apr 2006
The Middle Ground

Wealth Manager
Apr 2006
Small Packages

Financial Advisor
Mar 2006
Blogging For Fun And Profit

Investment News
Mar 20, 2006
Advisers Gear Up To Serve Doctors, Dentists

Medical Economics
Mar 17, 2006
Tax Tips: Special Situations (Author)

Medical Economics
Mar 3, 2006
Tax Tips: Retirement Funds (Author)

Medical Economics
Feb 3, 2006
What IRS Agents Look For

Medical Economics
Jan 6, 2006
Tax Tips: Personal exemptions and deductions

Contra Costa Times
Jan 3, 2006
Investing Guide: Investing Strategies Through the Ages

Contra Costa Dental Society Composite
Jan 2006
New Retirement Plan Option in 2006: The Roth 401(k)

International Herald Tribune
Dec 16, 2005
Spend/Thrift: Counting the ways to use that bonus

Medical Economics
Dec 16, 2005
Own Your Office?  What to Consider

Contra Costa Times
Dec 2, 2005
'Kevlar' Economy Could Be Poised To Pass Records

Practical Accountant
Dec 1, 2005
The Arrival of Hedge Funds

East Bay Business Times
Nov 25, 2005
Few Businesses Prepared To Offer Employees Roth 401(K)

Medical Economics
Nov 18, 2005
9 Tax Scams to Watch Out For

Investment News
Nov 14, 2005
Many Going It Alone With Retirement Plans

Financial Advisor
Nov 2005
A Mountain View

East Bay Business Times
Oct 28, 2005
In Depth: Economic Update

Ophthalmology Times
Oct 15, 2005
Retirement Plans Continue To Lag

Newsweek
Oct 10, 2005
Reality Check On the Bubble

Contra Costa Times
Oct 1, 2005
Energy Stock Performance Surges

Investment News
Sep 12, 2005
Is The Home Part Of A Portfolio?

Investment News
Sep 5, 2005
Soaring Home Values Concern Some Planners

Medical Economics
Aug 19, 2005
Financial Survey: Retirement Plans Are Lagging

Investment News
Jul 11, 2005
AICPA Beefs Up Effort To Build PFS Mark

Contra Costa Times
Apr 1, 2005
Bulls & Bears

Medical Economics
Mar 18, 2005
Beyond Taxes: Can a CPA Do It All?

Investment Advisor
Mar 2005
Building Bond Portfolios (Special Report)

Medical Economics
Feb 4, 2005
Tax Strategies: Secrets Of Savvy Doctors

Investment News
Jan 31, 2005

MarketWire.com
Jan 12, 2005
Winning Retirement Investment Resolutions for 2005

Contra Costa Times
Jan 1, 2005

Financial Advisor
Jan 2005
Flying Blind In The Bond Market
 
 

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