BBFG In The Public Eye
Back Bay Financial Group professionals frequently appear in local and national print, television and internet media. Below is a sample of recent appearances.
“Barclays ads tout iShares – and advisers – to investors”
April 14, 2008, InvestmentNews, By Brooke Southall |
| Bob Siefert expressed his opinion on Barclay’s improved marketing efforts to raise awareness about iShares. |
“TIAA-CREF’s new CEO faces challenges”
April 14, 2008, InvestmentNews, By David Hoffman |
| As TIAA-CREF appointed a new CEO, John LeBlanc offered his thoughts on the company, which seems to be frustrating many financial advisers. |
“Fidelity fund lets you bet on stocks' fall”
April 8, 2008, Boston Globe, By Ross Kerber |
| With more and more money managers introducing long-short investment products, Bob Siefert explained why he recommends less the aggressive of the strategies. |
“The Thrills, the Chills of the Volatile Market”
March 2008, Kiplinger’s Retirement Report, By Chris Sharp |
| Philip Lee discussed why retirees should not pull funds out of the market completely, no matter how unstable it appears. |
“Flying Solo in the Golden Years”
August 20, 2007, BusinessWeek, By Ellen Hoffman |
| John LeBlanc discussed the special challenges of retiring as a single person and advises on how to plan ahead. |
“Direction Matches Discipline”
July 29, 2007, Boston Globe, By Lynn Asinof |
| Susan Brown advised a young woman on how to grow her retirement portfolio as part of the Boston Globe’s “Money Makeover” series. |
“When finding a financial adviser, know your life stage”
May 19-25, 2006, Boston Business Journal, By Linda Goodspeed |
| John LeBlanc talked to the Boston Business Journal about the types of knowledge that clients should look for in a financial adviser. |
“After filing bankruptcy, a decision to get educated”
May 14, 2006, Boston Globe, By Lynn Asinof |
| Jeanne Sullivan helped a Boston woman emerging from bankruptcy find her financial footing as part of the Boston Globe’s “Money Makeover” series. |
“ETFs Emerge as Transitional Management Tool”
February 13, 2006, InvestmentNews, By David Hoffman |
| Bob Siefert talked to InvestmentNews about his view of Exchange Traded Funds, or Mutual Funds that trade like stocks, and their limited utility for client portfolios. |
“Bond Investors Thrown a Curve”
December 12, 2005, InvestmentNews, By David Hoffman |
| When bond yields inverted in late 2005, meaning long term bonds had lower maturity than short term bonds, often a dire economic signal, Bob Siefert expressed his concerns to InvestmentNews and talked about its affect on his clients. |
“Year-end investment strategies”
December 2005, Black Enterprise, By Donald Jay Korn |
| John LeBlanc commented on the mutual funds he favors to add international equities to a portfolio. |
“Thankful for Booming Biz, Aging Boomers”
November 21, 2005, InvestmentNews, By Liz Skinner |
| John LeBlanc was interviewed about the effects of the Baby Boomer’s retirement and the political gridlock in Washington D.C. |
“Adviser’s Hedge Fund Strategy Shuns Hedge Funds”
November 7, 2005, InvestmentNews, By David Hoffman |
| Bob Siefert commented on the viability of a new financial strategy that creates hedge-fund like returns without using hedge funds themselves, and thus creating greater transparency, liquidity, and lower cost. |
“Picking Up the Pieces After Tragedy and Turmoil”
September 18, 2005, Boston Globe, By Lynn Asinof |
| Susan Brown advised a woman on her financial situation after she was laid off as part of the Boston Globe’s "Money Makeover" series. |
“Branching Out”
September 2005, American Executive magazine, By Robert Siefert & Philip Lee |
| Bob and Philip wrote about the use of alternative investments as a useful and effective means of diversification in American Executive magazine. |
|
|
|
|
|
