Honors,
Awards and Media Coverage
Honors and Awards
• Five Star Wealth Manager
Atlanta Magazine
2008, 2009, 2010, 2011
• Best Financial Advisors for Doctors
Medical Economics
2011
• America’s Best Financial Planners
Consumer’s
Research Council of America 2005, 2006, 2007, 2008,
2009, 2010, 2011
Barry in the Media
______________________________________________________________________________
Most of the time, when quoted, I've been quoted about
Retirement and Retirement Portfolios, Disability Insurance,
Alternative Investments, Stock Options, and the use of
technology in financial planning.
While I appreciate modesty, there's really no way to humbly
say that my advice is respected - at least by some...
Smart Money (Oct 2011 Issue)
The
Case for Downsizing Your Home
Barry is quoted on anchoring, a behavioral finance
concept in which investors attach or "anchor"
their thinking to an arbitrary reference point even
though it may have no logical relevance to the decision
at hand. People often cling to an asset waiting
for it to "break even" for psychological
reasons even though taking the loss may make more
sense. |
New York Times (August 2011)
Barry is interviewed on his experiences with Financial
Planning for Physicians and Dentists |
Wall Street Journal
Keeping
It Simple
I believe that one of the major problems with financial
planning is that people make things way too complicated.
Simple, low-cost solutions normally provide most
of the same benefits of more complicated plans |
Wall Street Journal
Can
These Retirements Be Saved?
Trying to figure out how to repair your nest egg
in the wake of the market turmoil? Join the crowd.
Barry contributes his assessment of couples who
had worked diligently for decades to prepare for
later life now find themselves asking how to start
over. |
Business Week
Today
Protect
Your Portfolio
With the financial crisis shaking confidence in
all kinds of investments, how can you best protect
your portfolio? Here are some tips from the pros. |
Wall Street
Journal
Conversion
Convergence
Barry helps explain a sophisticated strategy
that takes advantage of an oddity in the tax code
to convert an IRA to a Roth IRA (in 2010). |
Investment News
Special
Report: Black Monday
Two decades after the crash of '87, Wall Street
veterans remember that day and talk about the lessons
they learned. |
Dow Jones Newswire
Client's
Career Is An Asset for Advisors
Barry is cited for helping a client in the
entertainment industry triple his income. |
| Bloomberg.com
What
Happened When Dentist Dropped Drill
Barry's personal experience uniquely qualifies
him to advise on disability insurance. |
Wall Street Journal
How
to Use a Hidden 'Raise'
Barry helps show how most people making over
around $100k don’t realize they get a 6.2%
“raise” every year, after they make
the first $97,500. |
| Bloomberg.com
Company
Stock in 401(k) Plans Can be Damaging
Barry illustrates how a 401k is the worst
place to hold company stock. |
Wall Street Journal
The
Retirement Lies We Tell Ourselves
Barry gives an example of how you can't use
rules of thumb in retirement. |
| Wall Street Journal
Equity
UITs Gain As Alternatives To Mutual Funds
Barry gives an example of why closed end Unit
Investment Trusts are a poor substitute for Mutual
Funds. |
Kiplinger's Retirement
Report
Guarantee
Your Spouse Income for Life
Barry shows how you may have the upper hand
over the pension administrator when it comes to
choosing single life vs joint and survivor pension
distribution. |
| BusinessWeek Online
Hedging
Without a Hedge Fund
Barry helps show how to use certain Hedge
Fund-like mutual funds to lower the volatility
(risk) of your portfolio. |
AdvisorMax
Communicate
Effectively with Long-Distance Clients
Barry uses technology to service remote clients. |
| Wealth Manager
Off
With Their Heads
In an industry publication, Barry discusses
the IRS crackdown on a sophisticated tool used
by people to diversify large concentrated positions
in single stocks. |
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