News Releases


Dec 2001

Preparing for a Successful Retirement

The purpose of this month's edition is to help our viewers prepare for an active and successful retirement. Rather than focus strictly on the financial aspects of retirement, it will also address the human side of the issue by considering a retiree's health, their housing options and how they maintain a sense of purpose throughout retirement.


Sep 2001

Constructing a Bond Portfolio: From Barbells to Ladders!

The current investment period has been extremely volatile. The Dow Jones Industrial Average and the NASDAQ Composite Index are trading at values not seen in several years. After the bombing of the World Trade Center and the Pentagon, the Dow experienced a 684-point drop on Sept. 17, the largest one day drop in history. So what can you do to reduce this volatility in your bond portfolio. Our guest, Rick Gerali, will attempt to answer this and other questions relating to fixed income investments.

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