 |
| San Francisco Chronicle |
11/15/2007 |
More kids' funds face higher tax rate |
|
| Los Angeles Times |
11/12/2007 |
Leading wealth managers to merge |
|
| InvestmentNews |
11/12/2007 |
Kochis Fitz, Quintile to merge |
|
| San Francisco Business Times |
11/12/2007 |
San Francisco wealth manager Kochis Fitz teams up with L.A.'s Quintile |
|
| Financial-Planning.com |
11/12/2007 |
Kochis Fitz/Quintile Merge |
|
| The Mercury News |
11/12/2007 |
Powerhouse firms of super rich clientele merge |
|
| Financial Advisor Magazine |
11/12/2007 |
Kochis Fitz Merges With Quintile |
|
| Los Angeles Business Journal |
11/12/2007 |
Two Wealth Advisors Merge |
|
| EU Bankers.net |
11/12/2007 |
Leading US independent wealth management firms merge |
|
| WebCPA |
11/12/2007 |
Kochis Fitz Merges with Quintile Wealth Management |
|
| Examiner.com |
11/12/2007 |
Wealth Management Firms Merge |
|
| Wall Street Journal |
10/02/2007 |
Thinking Broadly -- and Abroad |
|
| Wealth Manager Magazine |
October, 2007 |
Roll Reversal |
|
| Worth Magazine |
October 2007 |
The Top 100 Wealth Advisors |
|
| Barron's |
08/27/2007 |
Top 100 Independent Financial Advisors |
|
| Barron's |
08/20/2007 |
Separate, But Unequal |
|
| San Francisco Chronicle |
08/17/2007 |
Why the Market's Going Nuts |
|
| Wall Street Journal |
08/15/2007 |
What Your Portfolio Really Needs |
|
| Christian Science Monitor |
08/13/2007 |
Could red-hot foreign markets burn out? |
|
| San Francisco Chronicle |
07/22/2007 |
Assessing Reverse Mortgages |
|
| MarketWatch |
06/08/2007 |
When guides fall into traps - Five common investing mistakes even the pros make and how to avoid them |
|
| San Francisco Business Times |
05/18-24/2007 |
The Bay Area's Top 25 Independent Wealth Advisors
#1 Tim Kochis
#8 Michael Fitzhugh |
|
| MarketWatch |
05/14/2007 |
What teens need to know about money - How to have that 'Big Talk' about the financial facts of life |
|
| Bloomberg TV |
05/02/2007 |
Active Investor |
|
| Investment Advisor Magazine |
May, 2007 |
The IA 25 - The year's list of the 25 most influential individuals in and around the planning profession |
|
| Charles Schwab Institutional Market Knowledge Tools |
May, 2007 |
Best-Managed Firms: It's About Time |
|
| The New York Times |
04/10/2007 |
Income for Life? Sounds Good, but Do Your Homework |
|
| InvestmentNews |
04/09/2007 |
Scaturro's exit from U.S. Trust leaves B of A holding the bag |
|
| The New York Times |
04/08/2007 |
Mutual Funds Report; Ready for the Worst: Here Come the Bears |
|
| Journal of Financial Planning |
April, 2007 |
Global Forecast: Are We There Yet? |
|
| Cal Connections Newsletter |
April, 2007 |
A Celebration of Community and Excellent Teaching |
|
| San Francisco Business Times |
03/30/2007 |
Largest Wealth Managers in the Bay Area |
|
| InvestmentNews |
03/27/2007 |
Stock rules can obscure value, says adviser |
|
| Wall Street Journal |
03/27/2007 |
Jumpy Investors Gain Reasons To Look Abroad |
|
| InvestmentNews |
02/27/2007 |
Adviser to Adviser: The Art of Managing Wealth |
|
| MarketWatch |
02/11/2007 |
How to prepare yourself for the next market downturn |
|
| Dow Jones News Services |
01/17/2007 |
PRACTICE MANAGEMENT: Overseas Investments Made Easy |
|
| MSNBC.com |
01/14/2007 |
When to use your broker for borrowing |
|
| San Francisco Chronicle |
12/04/2006 |
Financial Planner Tim Kochis wins Schwab IMPACT award |
|
| San Francisco Examiner |
11/18/2006 |
SF Wealth Management Firm Celebrates 15 Years with Gifts |
|
| InvestmentNews |
11/13/2006 |
Kochis wins Schwab prize for advisers |
|
| CNNMoney.com |
11/09/2006 |
Schwab Institutional Announces IMPACT Awards Winners for Excellence in Independent Financial Advising |
|
| SmartMoney.com |
11/05/2006 |
Defying Diversification |
|
| Los Angeles Times |
11/04/2006 |
The Future of Advice |
|
| Worth Magazine |
October 2006 |
The Top 100 Wealth Advisors |
|
| USA Today |
09/15/2006 |
Pay off debt or invest? That is the question |
|
| Financial Advisor Magazine |
July 2006 |
The Golden Age of Growth: Our Inaugural Ranking of Leading RIA Firms |
|
| Wealth Manager Magazine |
July/August 2006 |
Top Wealth Managers |
|
| MarketWatch |
06/18/2006 |
Stepping up to the plate with bonds |
|
| Investment News |
06/05/2006 |
Bay Area is wealth management hot spot |
|
| Smartmoney.com |
05/17/2006 |
Save on Student Loans |
|
| Chicago Tribune |
05/07/2006 |
Stress of Wedding Costs Eased by Setting Spending Limits |
|
| NPR Marketplace |
05/07/2006 |
Long Term Care Insurance |
|
| LA Daily News |
05/05/2006 |
I Do... |
|
| San Francisco Business Times |
03/03-09/2006 |
Accountants Find Niches at Tax Preparation Time |
|
| Chief Executive Magazine |
March 2006 |
Managing CEO Wealth |
|
| George Washington University |
02/09/2006 |
Business Leadership in the 21st Century Panel |
|
| San Francisco Chronicle |
01/29/2006 |
The Two Kinds of Roths |
|
| KCBS Market Watch |
01/14/2006 |
Portfolio Diversification |
|
| Wall Street Journal |
01/08/2006 |
A Cure for Risky Business |
|
| Registered Rep |
01/01/2006 |
A Level Playing Field |
|
| San Francisco Chronicle |
12/11/2005 |
Medicare's Part D Drug Plan Is Extraordinarily Complex |
|
| Worth Magazine |
October 2005 |
The Top 100 Wealth Advisors |
|
| Bloomberg Wealth Manager |
July/August 2005 |
Wealth Masters -- Bloomberg's Top Wealth Managers |
|
| Bloomberg Press |
May 2005 |
Managing Concentrated Stock Wealth; An Adviser's Guide to Building Customized Solutions |
|
| Investment News |
04/04/2005 |
Fidelity Defines Wealth Mangers' Success |
|
| SmartMoney.com |
02/24/2005 |
The Mistakes Investors Make |
|
| Chicago Tribune |
02/19/2005 |
Dependable Financial Advice |
|
| MarketWatch |
02/14/2005 |
Financing Family Vacation Now Could Mean More Fun Later |
|
| Valley Scene |
10/01/2004 |
Charitable Remainder Trusts |
|
| Worth Magazine |
October, 2004 |
The Nation's 100 Most Exclusive Wealth Advisors |
|
| Investment News |
09/08/2004 |
One-on-One Interview |
|
| Financial Advisor Magazine |
September, 2004 |
Defying Diversification The Nation's 100 Most Exclusive Wealth Advisors |
|
| ABCNews.com |
07/21/2004 |
Rent or Sell? |
|
| ABCNews.com |
07/14/2004 |
Money Tips for a Young Couple |
|
| Bloomberg Wealth Manager |
July/August, 2004 |
The Champions -- Bloomberg's Top Wealth Managers |
|
| Men's Health |
July/August 2004 |
Kicking Assets |
|
| MSN Money |
06/14/2004 |
Climb Out of Your Financial Black Hole |
|
| Bottom Line Personal |
June 2004 |
Readers Ask Column |
|
| Financial Advisor Magazine |
May 2004 |
Cracking The Corporate Market |
|
| Financial Advisor Magazine |
May 2004 |
Employee Stock Options - Planning Remains Confusing |
|
| Financial Planning Magazine |
May 2004 |
A Modest Proposal |
|
| Barron's |
04/19/2004 |
A Less Taxing Way to Pay - New HSAs promise hefty savings-if they're right for you |
|
| Financial Planning Magazine |
March 2004 |
In The Woods - Hedge Funds Move Into Retail-Friendly Forms |
|
| Valley Scene |
March 2004 |
Variable Annuities - Not Worth The Wait (Why Using Variable Annuities to Save for Retirement Doesn't Pencil Out) |
|
| Associated Press Newswire |
02/22/2004 |
On The Money - Tough choice saving for retirement |
|
| Barron's |
02/02/2004 |
Fund of Information - Diving In (Barron's first monthly article dealing with hedge funds) |
|
| myStockOptions.com |
01/14/2004 |
When To Wait, Hold, Or Sell: Wealth Manager Reveals His Exercise Strategy Wisdom (Part II) |
|
| myStockOptions.com |
12/15/2003 |
When To Wait, Hold, Or Sell: Wealth Manager Reveals His Exercise Strategy Wisdom (Part I) |
|
| ABCNews.com |
12/08/2003 |
Diversification Is Key to Long-Term Financial Gains |
|
| In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners |
December 2003 |
Mary Rowland's new book on practice management for independent financial advisors, includes an entire chapter about our firm. |
|
| Financial Advisor Magazine |
November 2003 |
Extraordinary vs. Ordinary (Experts at the 6th Annual Financial Advisor Symposium outlined what it takes for advisory firms to be among the best in the country.) |
|
| CCH Financial and Estate Planning Review |
November 2003 |
Dividend and Capital Gains Rate Reductions - Impact of Recent Legislation on Planning |
|
| Budget Living |
October/November 2003 |
Taking Baby Steps |
|
| Financial Advisor Magazine |
September 2003 |
Helping Others - New options and new money are changing philanthropy and the approach to charitable giving |
|
| ABCNews.com |
08/18/2003 |
A Plan to Get Out of Debt and Start Saving |
|
| Bloomberg Wealth Manager |
July/August 2003 |
Top Dogs -- Bloomberg's Top Wealth Managers |
|
| CCH Incorporated |
June 2003 |
Wealth Management; A Concise Guide to Financial Planning and Investment Management for Wealthy Clients |
|
| The Mercury News |
05/24/2003 |
Investors Should Plan for Tax Cut |
|
| Wall $treet Week with FORTUNE |
05/03/2003 |
Television Appearance |
|
| Bloomberg Wealth Manager |
May 2003 |
Moonstruck - Advisors Gravitate to a Core-and-Satellite Portfolio Approach |
|
| Journal of Retirement Planning |
May/June 2003 |
Personal Financial Goals: The Foundation of Wealth Management |
|
| ABCNews.com |
04/28/2003 |
Changing Careers |
|
| San Jose Mercury News |
03/14/2003 |
Schwab Cancels 401(k) Matching |
|
| Bloomberg Wealth Manager |
March 2003 |
A Helping Hand |
|
| ABCNews.com |
02/18/2003 |
Safe Haven? Competing Objectives |
|
| ABCNews.com |
02/03/2003 |
Savings Strategy |
|
| Los Angeles Times |
02/01/2003 |
Three Broad Savings Options in Bush Plan |
|
| Financial Advisor Magazine |
February 2003 |
The Rating Game |
|
| The Journal of Financial Planning |
February 2003 |
Planners Instill New Reality for Retirement Planning for Corporate Executives |
|
| Financial Advisor Magazine |
January 2003 |
Making A Move |
|
| Financial Planning Magazine |
January 2003 |
Movers & Shakers (The most influential individuals in the profession as chosen by readers & editors of Financial Planning Magazine) |
|
| ABCNews.com |
12/23/2002 |
Swimming in Student Loans |
|
| ABCNews.com |
11/25/2002 |
Choices, Choices |
|
| San Francisco Chronicle |
09/11/2002 |
Investing Post-September 11 |
|
| Los Angeles Times |
09/03/2002 |
Investors Wary of September |
|
| Mutual Funds Magazine |
September 2002 |
100 Great Financial Planners |
|
| Reuters Business Report |
07/28/2002 |
Hedge Funds Woo Wider Audience |
|
| ABCNews.com |
07/08/2002 |
Retirement Rehaul |
|
| Bloomberg Wealth Manager |
July/August 2002 |
Best in Show -- Bloomberg's Top Wealth Managers |
|
| Worth Magazine |
July/August 2002 |
Best Financial Advisors |
|
| New York Times |
06/09/2002 |
Bond Funds, Now Up to the Minute |
|
| ABCNews.com |
06/03/2002 |
Navigating Multiple Emergencies |
|
| ABCNews.com |
05/20/2002 |
Spreading the Wealth |
|
| Accounting Today |
05/20/2002 |
Advisors Struggle to Clients From Making Irrational Investments |
|
| Bloomberg Wealth Manager |
May 2002 |
The Thoroughly Modern Portfolio |
|
| ABCNews.com |
04/22/2002 |
Good vs. Bad Debt |
|
| KRON 4 |
04/15/2002 |
Spending Less Money without Painful Cutbacks |
|
| ABCNews.com |
04/08/2002 |
Financial Dilemma |
|
| ABCNews.com |
03/25/2002 |
Maximum Security |
|
| ABCNews.com |
03/11/2002 |
Plan for Life |
|
| ABCNews.com |
02/11/2002 |
To Withdraw or Not to Withdraw |
|
| ABCNews.com |
01/28/2002 |
Early to Retire |
|
| ABCNews.com |
01/14/2002 |
Diversify, Diversify, Diversify |
|
| ABCNews.com |
12/07/2001 |
Starting Over Together |
|
| Financial and Estate Planning |
12/01/2001 |
Employer Stock in Profit-Sharing Plan |
|
| CCH Financial and Estate Planning Review |
11/27/2001 |
Investing in Highly Volatile Markets |
|
| The Wall Street Journal |
11/26/2001 |
Tax Planning: Don't Just Sit There |
|
| ABCNews.com |
11/24/2001 |
Choices in a 401(k) |
|
| ABCNews.com |
11/19/2001 |
Accomplish Two Goals at Once |
|
| Investment News |
11/19/2001 |
Fund Losers Offer Shelter from Storm |
|
| ABCNews.com |
11/12/2001 |
Handling an Inheritance |
|
| ABCNews.com |
11/05/2001 |
Results, not Fees, are what Matter |
|
| ABCNews.com |
10/15/2001 |
Swimming in a Sea of Debt |
|
| The Wall Street Journal |
10/12/2001 |
Harvest Losses Now for Tax Savings Later |
|
| Mutual Funds |
October 2001 |
How to Find a Great Financial Planner |
|
| ABCNews.com |
09/17/2001 |
Managing a Windfall |
|
| San Francisco Chronicle |
09/16/2001 |
Don't Panic is the Best Advice for Stocks |
|
| Worth Magazine |
September 2001 |
The Best Advisors' Best Advice |
|
| ABCNews.com |
08/06/2001 |
Rolling with Rollovers |
|
| ABCNews.com |
07/02/2001 |
Putting your Money to Work |
|
| ABCNews.com |
05/21/2001 |
Swimming in a Sea of Debt |
|
| Bloomberg Wealth Manager |
June 2001 |
Cream of the Crop -- Bloomberg's Top Wealth Managers |
|
| Bloomberg Wealth Manager |
June 2001 |
Options for Insiders |
|
| Bloomberg Wealth Manager |
May 2001 |
When More is a Must |
|
| ABCNews.com |
04/23/2001 |
Dot-com Fizzle |
|
| ABCNews.com |
04/09/2001 |
Paycheck to Paycheck |
|
| San Francisco Chronicle |
03/14/2001 |
Strategy: Diversify Your Portfolio |
|
| Los Angeles Times |
01/28/2001 |
Monte Carlo Tool Lays Out Odds of Reaching Your Financial Ends |
|
| San Francisco Chronicle |
01/01/2001 |
Some Benefits Possible in Tax Law Loophole |
