Investment News, "ProFund Advisors poised for ETF push," August 29, 2005
By David Hoffman
Bob Siefert expressed interest in the predicted unveiling of exchange traded funds (ETFs), or mutual funds traded like stocks, from ProFund Advisors.

Boston Sunday Globe, "When a ’No Brainer’ becomes a ’Nightmare,’12, 2005.
By Lynn Asinof
John LeBlanc provided real estate investment advice to a couple looking to minimize their financial loss from selling a condo as part of the Boston Globe’s "Money Makeover" series.

Boston Sunday Globe, "Inheritance + frugality = financial security," May 29, 2005.
By Ned Bristol
Jeanne Gibson Sullivan assisted a couple whose recent inheritance changed their long term planning strategy as part of the Boston’s Globe’s "Money Makeover" series.

Financial Advisor, "Competing In the Nonprofit Market," May, 2005.
By David J. Drucker
Bob Siefert commented to an industry publication on designing portfolios for non-profit organizations.

Investment News, "Transparency for Bonds is Viewed As a Plus," March 14, 2005.
By David Hoffman
Bob Seifert noted that the institution of real-time pricing in the bond market would make the validation of bond offers considerably easier.

Boston Sunday Globe, "Two New Doctors Seek an Economic Prognosis," March 6, 2005.
By Lynn Asinof
In the Boston Globe’s "Money Makeover" series, Philip Lee provided two young doctors with advice on real estate and family planning.

Investment News, "TIAA-CREF Changes Concern Some Advisers," February 7, 2005.
By David Hoffman
John LeBlanc commented on adviser relationships with TIAA-CREF.

Virtual Office News, "Virtual Practice Focus: Back Bay Financial Group, Inc.," January 2005.
By David J. Drucker
John LeBlanc was interviewed for Virtual Office News regarding the use of technology.

Boston Sunday Globe, "Pinching Pennies To Grow a Nest Egg," October 3, 2004.
By Andrew Caffrey
Jeanne Gibson Sullivan provided advice to a young couple planning to have a child and buy a house for the Boston Globe’s"Money Makeover" series.

Investment News, "Fund Scandals Breaking New Life into Folios?" September 20, 2004.
By David Hoffman
Bob Siefert commented on the increased use of folios, or customized baskets of stocks available in one transaction.

Investment News, "A Solution in Search of a Problem," July 12, 2004.
By David Hoffman
Bob Siefert explained his views on exchange traded funds (ETFs) and his preference that they remain passively managed.

GFN.com, "Out in Business," May 25, 2004.
By Paul Adam Haber
John LeBlanc was interviewed about his evolution from working in the corporate world to owning his own business.

Boston.com, "Gay Marriage Solves Creates Money Issues," May 20, 2004.
By Chuck Jaffe
National Columnist Chuck Jaffe sought comment from John LeBlanc regarding the financial implications of gay marriage in Massachusetts.

Investment News, "Rally in Japan Funds Seems to Be Losing Steam," May 17, 2004.
By David Hoffman
Bob Siefert expressed concern that the Japanese economy’s underlying weaknesses left him skeptical about Japanese mutual funds.

The Advocate, "Marry Me and Save," March 30, 2004.
By Todd Henneman
John LeBlanc was questioned about the ramifications of Massachusetts’s same-sex marriage upon retirement planning.

Investment News, "After a Strong Start, ETFs Face Growth Challenges," March, 15, 2004.
By David Hoffman
Bob Siefert provided comment on the proliferation of Exchange Traded Funds.

Investment News, "Advisers Depreciate Antiques as Investments" February 2, 2004.
By David Hoffman
John LeBlanc explained the risks associated with including antique investments in a retirement portfolio.

Financial Advisor, "Facing the Confidence Crisis," February 1, 2004.
By Tracy Longo
John LeBlanc provided advice on dealing with mutual funds who were implicated in market-timing scandals.

Investment News, "Advisers are Unimpressed by Risk-weighing Products," September 22, 2004.
By David Hoffman
John LeBlanc explains that risk-weighing products, while potentially valuable for novice investors, are of little value and he uses them only to confirm investment decisions.

Fidelity Investments, "Mid-Year Review: Is Your Mix on Target?" August 8, 2003.
By Clint Willis
Fidelity asked John LeBlanc about individuals nearing retirement shifting their asset mix to more conservative portfolios.

Investment News, "Fidelity Enters Field With NASDAQ Composite Fund," June 2, 2004.
By David Hoffman
Bob Siefert critiqued the strategy behind Fidelity’s new NASDAQ Exchange Traded Fund and noted that such a fund would not provide an effective method to diversify a portfolio.

"The Today Show," NBC Television, aired June 2003.
Jeanne Gibson Sullivan was interviewed by NBC’s "Today" show about women’s attitudes toward investment and answered call-in questions from viewers.

Financial Advisor Magazine, "Another Payoff from Real Estate?" May 13, 2003.
By Dorothy Hinchcliff
John LeBlanc commented on the use of a 1031 real estate exchange as a method of saving on income taxes.

Investment News, "Innovative new ETFs face uphill struggle; A crowded market makes attracting assets difficult," May 9, 2003.
By David Hoffman
Jeanne Gibson Sullivan provided remarks on the increased use of fixed income ETFs to Investment News.

Financial-planning.com, "Helping Hands Donald," April 1, 2003.
By Jay Korn
Bob Siefert provided guidance on selecting an assisted-living facility.

Bloomberg Wealth Manager, "A Separate Quandary," October 2, 2002.
By David J. Drucker
Bob Siefert explained that the much touted concept of separate managed accounts was more of a hassle to advisers and clients than it was worth.
Bob Siefert explained that the much touted concept of separate managed accounts was more of a hassle to advisers and clients than it was worth.

Investment News, "Living Large-Cap Growth, With No Apologies," September 30, 2002.
By David Hoffman
Bob Siefert explained his attitude toward large-capitalization stocks and his general preference for smaller, value stocks.

Elegant Wedding, "Finance: Time for Change," Fall 2002.
By Jennifer Fossell O’Sullivan
Philip Lee and Jeanne Gibson Sullivan provided practical financial advice for couples preparing to marry.

Investment News, "CFP Exam Challenge May End," August 12, 2002.
By David Hoffman
Bob Siefert commented on changes to the CFP exam.

Stages: Fidelity Investments’ Magazine, "Double Play Spring," Spring 2002.
By Allan Kunigis
John LeBlanc explained the need for integrating the portfolios of IRAs, 401K, and taxable accounts.

Bloomberg Wealth Manager, "Unwedded Bliss," February 2002.
By Ingrid M. Case
John LeBlanc was interviewed regarding the unique financial and legal needs of unmarried couples.

Mutual Funds magazine, "Planner of the Month," May 2001.
By Tracey Longo
Bob Siefert was profiled as the Financial Planner of the Month by Mutual Funds magazine.

Financial Advisor, "A Time for Hand Holding," April 1, 2001.
By Tracey Longo

Greater Boston Business Council, "A Closer Look At… John LeBlanc," Winter 2001.
The Greater Boston Business Council profiled member John LeBlanc.

Financial Planning, "Cheap Dates: Do Planners Get The Clients They Deserve, Too?" May 2000.
By Tracey Longo
John LeBlanc explained his view that financial advisors need to know their clients well in order to serve them best.

The Boston Globe, "Home Economics," December 6, 1999.
By John LeBlanc
In the Boston Globe’s "Money Makeover" series, John LeBlanc advised a couple on the purchase of their first home.

ChicagoTribune.com, "Bank on it; Savings Add up to Home, Sweet Home," October 15, 1999.
By Ellen James Martin
John LeBlanc reminded individuals looking to secure their financial future to recognize how impulsive expenditures can sink a household budget.

MSN Moneycentral.com, "Reality Check; Young Law Student Tries to Avoid Debt Sentence," July 21, 1999.
By Melanie J. Mavrides
A young law student is given advice about reducing debt by John LeBlanc on MSN’s moneycentral.com.

American Association of Individual Investors Journal, "Investing For Income in a Low Interest Rate Environment," February, 1999.
By Robert D. Siefert
Bob Siefert authored an extensive article on investing in a low interest rate environment. The American Association of Individual Investors republished the article in 2003.

WaterHouse Advisor News, "Dealing with Clients who have Recently Lost Their Jobs," February 1999.
By John LeBlanc
John LeBlanc reflected on the emotional and financial implications of losing one’s job.

LATimes.com, "Seniors Who Have ’Too Much’ Saved Can Draw on Disbursement Options," October 18, 1998.
By Kathy M. Kristof
Bob Siefert explained methods of reducing taxes for Seniors who wish to postpone Social Security disbursements.

Boston Sunday Herald, "Cut Expenses and Start Employment Search Now," October 4, 1998.
By Dee Lee
Bob Seifert advised a woman who faced the prospect of losing her job and was also fast approaching retirement without adequate savings.

Boston Sunday Herald, "Refinance and maximize education," September 27, 1998.
By Dee Lee
Bob Siefert provided financial advice to a Massachusetts woman whose pending retirement was complicated by cash flow problems.

The Boston Sunday Globe, "Putting Their House in Order," April 27, 1998.
By John LeBlanc
A young couple seeking financial security was given advice by John LeBlanc in the Boston Globe’s "Money Makeover" series.

Bloomberg.com, "The Road to Profit," April 1998.
By Robert A. Bennett
Bob Siefert discussed tax-efficient methods for exercising stock options.

Financial Planning, "As Good As It Gets," March, 1998.
By Lewis Braham
John LeBlanc explains the need for a domestic partnership agreement for unmarried couples.>

MSN Moneycentral.com, "Reality Check," February 1998.
By Marian Prokop
John provided a "reality check" to an individual considering a change of career for MSN’s Moneycentral website.

The Back Bay Courant, "Good-bye Condo, Hello IRA," December 2, 1997.
By Bob Siefert
Bob Siefert authored an article detailing the impacts of selling property after the 1997 Taxpayer Relief Act.

Businessweek.com, "Better Plan Now for Next Year," November, 1997.
By Mike McNamee
Bob Siefert provided remarks about the Taxpayers Relief Act of 1997.

Bay Windows, "Out & About, One of Us: John LeBlanc October 16, 1997.
By Rudy Kikel
John LeBlanc was profiled in the "One of Us" column in Bay Windows.

Boston Herald, "Downsizing home, Taking Pay from Parents May be Best," June 8, 1997.
By Bob Siefert
Bob counseled a brother and sister whose decision to forgo employment and take care of their elderly parents created serious financial difficulties.