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Published Articles

NAPFA Advisor Magazine - September 2010

The Challenge to Practicing as a Complete Fiduciary

Bob Veres - Inside Information - October 2008

Sleight of Hand

Investment News - August 2008

New fiduciary language challenges risk management issues

NAPFA Advisor - June 2007

The Fiduciary Role of the Fee-Only Advisor in Risk Management

Investment News - October 2006

Insurance agent not the best fit for wealth team

Investment News - April 2006

Battle Over Broker Rule Heightened by SEC Guidance

Investment News - September 2005

The missing fiduciary standard: Full disclosure of risk

Senior Consultant - June 2004

Are Advisors Neglecting Their Fiduciary Responsibility

Financial Advisor Magazine - November 2002

Survivorship Life and the "Sunset" Provision

Financial Advisor Magazine - July 2002

Understanding VUL Policies