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# Title Publication Article Date
1 Alternatives to an IPO - Direct Public Offerings Where's the Money? Fall, 1999
2 Sex, Lies and Financial Planning The Career Advisor Spring, 2004
3 Investors can be sooo predictable Investment News Fall, 2003
4 Wealth Management at FirstMerit Bank Investment Consultant Summer, 2003
5 Early Harvest Bountiful for Investors Investment News Summer, 2003
6 Failing to Communicate Can Get a Manager Fired Investment News Spring, 2004
7 The Real Return on Real Estate Privately Published Spring, 2004
8 Looking Under the SMA Hood On Wall Street Spring, 2004
9 The Real Cost of Spending Privately Published Spring, 2004
10 Expert's Corner: Preparing for Tax Season The Career Advisor Winter, 2004
11 PR Doesn't Stand For Press Release The Career Advisor Summer, 2004
12 Exit, Stage Left The Career Advisor Winter, 2004
13 Snapshot in Time: The LPL Advisor's Survey The Career Advisor Summer, 2004
14 Assessing the P.I.T.A. Factor The Career Advisor Spring, 2004
15 A Who's Who of Independent Research On Wall Street Summer, 2003
16 How to Fill the Room The Career Advisor Winter, 2004
17 Equipment Leasing Primer Where's the Money? Winter, 1999
18 It’s Not Your Father’s Bonus Anymore The Career Advisor Summer, 2004
19 Community Loan Development Funds Where's the Money? Winter, 1999
20 Home Base The Career Advisor Spring, 2004
21 SBA-Guarateed Microloans Where's the Money? Winter, 1999
22 Asset Based Loans Where's the Money? Winter, 1999
23 SBA Guaranteed Business Loans Where's the Money Winter, 1999
24 Inside the E&O Crisis On Wall Street Summer, 2004
25 State of Flux Privately Published Summer, 2004
26 Less is More The Career Advisor Summer, 2004
27 Training Places The Career Advisor Fall, 2004
28 Firing Clients The Career Advisor Summer, 2004
29 Private Loan Guarantees Where's the Money? Winter, 1999
30 Royalty Financing Where's the Money? Fall, 1999
31 Drawing The Line On Fees . . . But Where? The Career Advisor Summer, 2004
32 Feelings Matter The Career Advisor Summer, 2004
33 Firing Customers PW Review Fall, 1995
34 An Affinity for Selling Privately Published Fall, 2004
35 Assessing Your Risk Profile Privately Published Spring, 1995
36 The Problem with SBA Loans Privaty Published Fall, 2004
37 How Investors Use Your Financial Statements Where's the Money Fall, 1999
38 Changing Landscape of State Estate Taxes Privately Published Summer, 2004
39 No Man Is An Island The Career Advisor Fall, 2004
40 Hey You Men, Listen Up . . . The Career Advisor Fall, 2004
41 Experts Corner - Accessing and Using Information in the Public Domain The Career Advisor Fall, 2004
42 Expert's Corner - Firing Clients The Career Advisor Fall, 2004
43 SBA Guaranteed Real Estate (And Fixed Asset) Loans Entrepreneur Magazine Fall, 1999
44 Venture Capital, Federal Government Style Entrepreneur Magazine Fall, 1999
45 Angel Investors Where's the Money? Fall, 1999
46 The Internet & Other Electronic Matching Services Where's the Money Fall, 1999
47 Cost Basis: The Foundation of Performance Privately Published Spring, 2004
48 Gifts and Inheritances: Where Death and Taxes Finally Meet Privately Published Spring, 2004
49 Other Dimensions of Forensic Accounting Auditor's Guide to Forensic Investigations Fall, 2004
50 Highlighting Critical Issues at the Dawning of a New Day Privately Published Summer, 2004
51 You're Invited On Wall Street Summer, 2004
52 Separately Managed Accounts: Be Careful What you Wish For Investment News Spring, 2004
53 Preparing Loan Requests That Get Funded Privately Published Fall, 2004
54 Trust Preferred Securities Enhance Investor, Issuer Opportunities Hybrid Products Instruments, Applications & Models Spring, 2005
55 How to Be a Better Speaker The Career Advisor Fall, 2004
56 Choose Your Weapon! The Career Advisor Fall, 2004
57 The Value of Brains The Career Advisor Fall, 2004
58 Business Incubators Where's the Money? Fall, 1999
59 Raise Money with Your 401k Entrepreneur Magazine Fall, 1998
60 Fall,
61 Goal Setting For Dummies The Career Advisor Fall, 2004
62 Entrepreneurship & Wealth Creation Among Bank Investors Present Value: Essays on Community Banking Winter, 2005
63 Account Aggregation Software The Career Advisor Fall, 2004
64 Hidden Assets The Career Advisor Fall, 2004
65 How to Become the Go To Guy The Career Advisor Winter, 2005
66 Avoiding The Middle of the Road The Career Advisor Winter, 2005
67 Investment Policy Statements The Career Advisor Winter, 2005
68 Inside the Mind of the Every Other 21st Century Investor The Career Advisor Winter, 2005
69 To Compete Or Non Compete The Career Advisor Winter, 2005
70 Answering Questions on LTC Insurance The Career Advisor Winter, 2005
71 Why Invest in Banks and Depositories? Present Value: Essays on Community Banking Spring, 2005
72 The Triumphs of Banking Regulation Present Value: Essays on Community Banking Winter, 2005
73 Why Trust Morphed Into Wealth Management Present Value: Essays on Community Banking Winter, 2005
74 From Toasters to Integrated Marketing Present Value: Essays on Community Banking Winter, 2005
75 Fee Versus Interest Income: Finding the Right Mix Present Value: Essays on Community Banking Winter, 2005
76 What Online Banking Really Means Present Value: Essays on Community Banking Winter, 2005
77 What Securitization Has Wrought Present Value: Essays on Community Banking Winter, 2005
78 The Evolution of Bank Management Present Value: Essays on the Revolution & Evolutio Winter, 2005
79 Bad Policy and Bad Luck: The S&L Crisis From the Rear-View Mirror Present Value: Essays on the Revolution & Evolutio Winter, 2005
80 How Trust-Preferred Securities Enhance Investor and Issuer Opportunities Present Value: Essays on Community Banking Winter, 2005
81 Secondary Market for Annuities: A Primer Broker World Fall, 2005
82 How To Prepare a Loan Request Where's the Money? Fall, 1999
83 Planning for Raising Equity Capital Where's the Money? Fall, 1999
84 Alternatives to an IPO - Reverse Mergers Where's the Money? Fall, 1999
85 Preparing a Business Plan Where's the Money? Fall, 1999
86 Going Upstream With Annuities Insurance Marketing Winter, 2006
87 The SEC’s New Compliance Program Rules: Implications and Considerations Privately Published Winter, 2005
88 Fair Valuing of Portfolio Securities: Responsibilities of Fund Managers and Directors Privately Published Winter, 2005
89 Optimizing Annuity Values in the Secondary Market National Underwriter Winter, 2006
90 Secondary Market for Annuities: New Opportunities for Brokers and Their Clients Annuity Selling Guide Winter, 2006
91 Trust & Estate Planning Basics Privately Published Spring, 2006
92 What Keeps Tax Directors Up at Night Privately Published Summer, 2006
93 An Indecent Proposal Privately Published Summer, 2006
94 Payment Timing Optimization Analysis Cashflow Winter, 1995
95 Why Invest? Privately Published Spring, 1995
96 Automated Collection May Be The Key to New Cash Privately Published Spring, 1995
97 An Asset Allocation That's Right For You Privately Published Spring, 1995
98 Finding a Broker Who's Right For You Privately Published Spring, 1995
99 Trading Places Privately Published Spring, 1995
100 Trading Places Privately Published Spring, 1995
101 The 1,000 Word Mutual Fund Primer Privately Published Spring, 1995
102 Handpicked: Separately Managed Accounts Can Offer Advantages Over Mutual Funds, but Watch Those Fees Barron's Fall, 2003
103 Focusing on Illiquid Financial Assets Press Release Winter, 2008
104 Where to Go When The Bank Says No Bloomberg, L.P. Fall, 1998
105 Where to Go When The Bank Says No Where to Go When The Bank Says No Fall, 1998