Building for the Future, Enjoying the Present  

BOB IN THE MEDIA

Bob is often interviewed by members of the press seeking his perspective on current events and the markets, his understanding of complex financial problems, or profiling his wealth management strategies.  Below is a sampling of links to articles in which Bob has been quoted:

Investment News, April 2013  Budget plan hard on high-net-worth

The Oregonian, June 2012  Inherited IRAs: Handle With Care

Investment News, May 2011  Jackson National to Decelerate VA Juggernaut

Investment News, March 2011  Japan Temblor Alone Probably Won't Swamp Reinsurers

The Oregonian, August 2010 Reverse Mortgages Worth a Look For Some Seniors

The Oregonian, May 2010  Have a plan to help you ride the market's ups and downs

Research Magazine, August 2009  Five Questions for a Top Retirement Advisor

The Associated Press, May 2009  Small Investors Cautiously Returning

Investment News, August 2008  Managers, advisers divided about weighting insurance

Investment News, March 2008  Risk Management is key to distribution planning

Registered Rep., November 2007  How Much Money Will I Need in Retirement?

Financial Planning, November 2007  High Net Worth: Alternating Currency

Research Magazine, May 2007  A Tale of Two Retirements



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