In The Media

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Here are just a few random media appearances (at least ones where links have been found):

Three Must-Know 401(k) Moves,”  by John F. Wasik, 4 Finance News, December 7, 2016

Roth IRA investors could have reins yanked,”  by Jill Cornfield, Bankrate, September 14, 2016

Is your 401(k) helping or hurting your retirement savings?” by Robert Powell, MarketWatch, July 6, 2016

John Bogle and the new fiduciary standard,” by Christopher Carosa, Rochester Business Journal, July 1, 2016

Is It Ever Okay to Tap Your Retirement Account?”  by Joe D’Allegro, Grow From Acorns, May 9, 2016

How to Fed-Proof Your Bondholdings Now,” by Michael A. Pollock, Wall Street Journal, May 8, 2016

Appearance on “PIX11 Morning News,” WPIX, CW Television Network, Channel 11, New York, May 4, 2016

MoneyLife Radio Interview, “The Big Interview,” Feature Host, Chuck Jaffe, Senior Columnist, MarketWatch, Nationally Syndicated, Boston, Massachusetts, April 12, 2016

How the DOL Fiduciary Rule Will Affect Plan Sponsors,”  by David Tobenkin and Stephen Miller, Society for Human Resource Management, April 6, 2016

The Obama administration’s new $12 trillion-dollar rule highlights a major misconception people have about financial advice,”  by , Business Insider, April 6, 2016

If commissions are out, will savers win?”  by Jennie L. Phipps, Bankrate, April 5, 2016

Valeant’s woes could prompt sale of B&L,”  by Will Astor, Rochester Business Journal, March 25, 2016

“The First Hamburger Originated At The Erie County Fair In Hamburg, NY,” By Dan Rinelli, WYRK 106.5 FM, Buffalo, New York, March 23, 2016

What Does Retirement Mean When Aging May Soon Be a Thing of the Past?”  by Laura Entis, Entrepreneur.com, February 29, 2016

Donald Trump’s Social Security Plan Makes A Lot of Sense,”  by Brian O’Connell, TheStreet.com, February 20, 2016

10 Ways to Increase Your 401k,”  by Roger Wohlner, GOBankingRates.com, February 2, 2016

Mendon-Honeoye Falls-Lima Sentinel acquired,”  by staff, Rochester Business Journal, December 28, 2015

10 Big 401k Questions to Ask Your Employer,”  by Roger Wohlner, GOBankingRates.com, December 13, 2015

3 ways to check if your 401(k) plan is wisely managed,” by Robert Powell, USA Today, November 17, 2015

myRA Guide: How to Navigate Uncle Sam’s Newest Retirement Savings Plan,”  by Brian O’Connell, TheStreet.com, November 6, 2015

The government’s new retirement savings account is now available across the US,”  by Kathleen Elkins, Business Insider, November 5, 2015

Do Retirement Plan Sponsors Need a Policy for Education?”  by Jill Cornfield, PLANSPONSOR, September 3, 2015

Interview with Gordon Deal, “This Morning: America’s First News,” CompassNetworks, Nationally Syndicated, Rye, New York, September 2, 2015

Interview with Tom Hamilton, “The Tom Hamilton Show,” WYSL 1040 AM, Lakeville, New York, August 28, 2015

How your adult children might be affecting your retirement savings,”  by Rob Carrick, Toronto Globe & Mail, August 23, 2015

The Price You Pay When Adult Children Move Back Home,”  The Boomer, FOXBusiness, August 20, 2015

Interview with Jesse Lee Peterson , “The Jesse Lee Peterson Show,” The Jesse Lee Peterson Show, Nationally Syndicated, Los Angeles, California, August 11, 2015

Weekend Reading for Financial Planners (Aug 8-9),” by Micheal Kitces, Nerd’s Eye View, August, 7, 2015

Living With Your Adult Child? Charge Rent or Retire Poorer,” by Emily Lutz, ThinkAdvisor, August, 5, 2015

Can Your Boomerang Kid Ruin Your Retirement?”  by Brian O’Connell, TheStreet, August 5, 2015

A Retirement Fund ‘Top Heavy’ With Stocks Could Be Risky For Boomers,” by Brian O’Connell, Main Street, August 4, 2015

FOX News Radio Tour, WHAS Louisville, KY; WREC Memphis, TN; WSJK Champagne, IL; WWNC Ashville, NC; WTKS Savanah, GA; KURV McAllen, TX; WILS Lansing, MI; WGY Albany, NY; WJBO Baton Rouge, LA; WEEO Chambersburg, PA, August 4, 2015

Interview with Shelley Duffy, CBS Radio Network KDKA 1020 AM, Pittsburgh, Pennsylvania, July 30, 2015

Interview with Ernie Brown & Marilyn Hyder, KOGO 600 AM, San Diego, California, July 29, 2015

Interview with Bill LuMaye Show, WPTF Talk Radio 850, Raleigh, North Carolina, July 28, 2015

Interview with Gary Sutton, WSBA 910 AM, Harrisburg, Pennsylvania, July 28, 2015

Post-Retirement Work May Not Save Your Golden Years,”  by Chris Metinko, Daily Finance, July 22, 2015

Post-Retirement Work May Not Save Your Golden Years,”  by Chris Metinko, TheStreet, July 20, 2015

FOX News Radio Tour, KURV  McAllen, TX; WDRC Hartford, CT; WREC Memphis, TN; WRVA Richmond, VA; KOGO San Diego, CA; WHBC  Canton, OH; KFAB Omaha, NE; WSJK Champagne, IL; WILS Lansing, MI; KOA Denver, CO; WDUN Gainesville, GA; WRNO New Orleans, LA; KPNW Eugene, OR, June 29, 2015

Interview with Chris DeBello, New Jersey Syndicated Public Affairs Show, 6 Stations, New Jersey, June 26, 2015

Interview with Eddie & Tracy, Clear Channel/iHeart Radio Network, WLW 700 AM, Cincinnati, Ohio, June 25, 2015

Tongue in cheek: Business journalists are overpaid,”  by Chris Roush, Talking Biz News, June 25, 2015

Interview with Veronica Robinson, WTOP 103.5 FM, Washington, D.C., June 24, 2015

How to Retire Before 50,”  by Laura Woods, GOBankingRates, June 23, 2015

Interview with Phil Cowan, Salem Radio Network, KTKZ 1380 AM, Sacramento, California, June 19, 2015

Interview with Gary Sutton, WSBA 910 AM, Harrisburg, Pennsylvania, June 19, 2015

How to Choose Between the Different Types of IRAs,”  by Douglas Ehrman, GOBankingRates, June 14, 2015

Supreme Court to Employers – Monitor Retirement Plans,”  MoneyTips, FOXBusiness, May 28, 2015

Court makes it easier to sue over 401(k) retirement plans,” by Robert Powell, USA Today, May 18, 2015

Here’s how Americans are eating into their savings,”  by Andrea Coombes, MarketWatch, May 17, 2015

Retirement Solutions for Small-Business Owners,”  by Danielle Andrus, ThinkAdvisor, May 15, 2015

$6-a-day road to retiring rich,”  by Jennie L. Phipps, Bankrate, May 14, 2015

Interview with Gary Sutton, WSBA 910 AM, Harrisburg, Pennsylvania, May 12, 2015

Retirement Solutions for Small-Business Owners,”  by Danielle Andrus, ThinkAdvisor, May 11, 2015

Interview with John Cremeans & Akos Jankura, “Sunrise America,” America’s Talk Radio Network, Nationally Syndicated, May 5, 2015

Financial advisers must put clients first when retirement planning,”  by , Buffalo Business First, April 3, 2015

Appearance on “The Closing Bell,” CNBC, March 31, 2015

Three myths confuse conflict-of-interest rule,”  by Christopher Carosa, Rochester Business Journal, March 20, 2015

Interview with Veronica Robinson, WTOP 103.5 FM, Washington, D.C., March 17, 2015

Do You Understand Your 401K and IRA Fees?”  by Casey Dowd, FOXBusiness, March 6, 2015

Do New Regs on Brokers Limit Choice?”  by Casey Dowd, FOXBusiness, March 5, 2015

Interview with Gwendolyn Blackburn, Top Station Clear Channel WXKS  108 FM, Boston, Massachusetts, March 4, 2015

FOX News Radio Tour, WJAF Pittsburgh PA, WOOD Grand Rapids MI, KOA Denver CO, WDUN Atlanta GA, WEEO Chambersburg PA, KOGO San Diego CA, WJBO Baton Rouge LA, WHAS Louisville KY, February 17, 2015

Interview with John Cremeans & Akos Jankura, “Sunrise America,” America’s Talk Radio Network, Nationally Syndicated, February 26, 2015

Interview with Kate Delaney, America Tonight, Nationally Syndicated, February 24, 2015

Interview with Gary Sutton, WSBA 910 AM, Harrisburg, Pennsylvania, February 24, 2015

Interview with Tim Farley, “Morning Briefing,” Nationally Broadcast on SiriusXM Satellite Radio, P.O.T.U.S. Channel 124, Nationally Broadcast, February 24, 2015

FOX News Radio Tour, WHAS Louisville KY (twice), KFAB Omaha NE, KURV McAllen TX, WHBC Canton OH, WSJK Champagne IL, WDUN Atlanta GA, WEEO Chambersburg PA, WGY Albany NY, WTAM Cleveland OH, WILS Lansing MI, KOA Denver CO, WJBO Baton Rouge LA, KOGO San Diego CA , February 17, 2015

FOX News Radio Tour, KFAB Omaha NE, KURV McAllen TX, WRVA Richmond VA, WSYR Syracuse NY, WSJK Champagne IL, WILS Lansing MI, WTKS Savannah GA, KHTE Little Rock AR, WDUN Atlanta GA, WJBO Baton Rouge LA., February 10, 2015

Interview with John Cremeans & Akos Jankura, “Sunrise America,” America’s Talk Radio Network, Nationally Syndicated, February 9, 2015

Interview with Gloria Minott, Pacifica Radio Network, WPFW 89.3 FM, Washington, D.C., January 26, 2015

Interview with Steve Gruber, “The Steve Gruber Show,” Regionally Syndicated, Michigan, January 22, 2015

Interview with Pete O’Shea, “AM Inspiration,” WTIS 1110 AM, Tampa Bay, Florida, January 21, 2015

Interview with Frank Truatt, WTBQ 1110 AM/93.5 FM, Warwick, New York, January 21, 2015

Interview with John Cremeans & Akos Jankura, “Sunrise America,” America’s Talk Radio Network, Nationally Syndicated, January 14, 2015

Interview with Kate Delaney, America Tonight, Nationally Syndicated, January 13, 2015

Interview with Bill Rehkopf, CBS Radio Network KDKA 1020 AM, Pittsburgh, Pennsylvania, January 13, 2015

Interview with Gordon Deal, “This Morning: America’s First News,” Compass Media Networks, Nationally Syndicated, January 13, 2015

Interview with Tara Lynn Wagner, “Financial Face-Offs,” Money Matters, New York 1 News, New York City & Nationally Syndicated to Time Warner Affiliates, January 6, 2015

Interview with John Cremeans & Akos Jankura, “Sunrise America,” America’s Talk Radio Network, Nationally Syndicated, January 5, 2015

Interview with Dimitri Sotic, WTOP 103.5 FM, Washington, D.C., December 30, 2014

Interview with Steffan & April, KOA 850 AM, Denver, Colorado, December 30, 2014

Interview with Jordana Greene, CBS Radio Network WCCO 830 AM, Minneapolis, Minnesota, December 26, 2014

Interview with Regine, CBS Radio Network WBBM 780 AM/105.9 FM, Chicago, Illinois, December 24, 2014

Interview with Mike Claiborne, CBS Radio Network KMOX 1120 AM, St. Louis, Missouri, December 23, 2014

Interview with Dale Forbis, #1 News Station Clear Channel KTRH 740 AM, Houston, Texas, December 23, 2014

Interview with Frankie Boyer, Biz Talk Radio, Nationally Syndicated, December 22, 2014

Retirement: 7 Financial Goals for the End of the Year,”  by Rodney Brooks, USA Today, December 17, 2014

Interview with Pat Reuter, MediaTracks Communications, Nationally Syndicated, December 16, 2014

Interview with Mike Carruthers, Something You Should Know, Nationally Syndicated, December 15, 2014

Interview with Frankie Boyer, Biz Talk Radio, Nationally Syndicated, November 22, 2014

5 things to do now if youre near retirement,”  by Rodney Brooks, USA Today, November 18, 2014

Interview with Tony Sarabia, “Morning Shift,” NPR Radio WBEZ 91.5 FM, Chicago, Illinois, November 13, 2014

Interview with Becky Lynn & Bob McClay, “Arizona’s Morning News Weekend,” NPR Radio KTAR 92.3 FM, Phoenix, Arizona, November 8, 2014

Interview with Maggie Linton, “The Maggie Linton Show,” Nationally Broadcast on SiriusXM Satellite Radio, Channel 110 Urban View, Nationally Broadcast, November 5, 2014

Interview with John Cremeans & Akos Jankura, “Sunrise America,” America’s Talk Radio Network, Nationally Syndicated, October 21, 2014

Interview with Mike Mullaney, CBS Radio Network, KWBMX 104.1 FM, Boston, Massachusetts, October 17, 2014

Interview with Veronica Robinson, WTOP 103.5 FM, Washington, D.C., October 15, 2014

Live Interview on the Bill LuMaye Show (Dan Mason guest hosting), WPTF Talk Radio 850, Raleigh, North Carolina, October 15, 2014

Interview with Christopher Carosa, Author of A Pizza The Action – Everything I Ever Learned About Business I Learned by Working in a Pizza Stand at the Erie County Fair,” by Sue, Business Info Guide, October 8, 2014

Can We Fix Participant Education?”  by Fred Barstein, NAPA Net, October 8, 2014

Tips for a Successful Business Blog,”  by Carol Roth, Business Unplugged, October 7, 2014

Smart Ways To Cater To Savvy Investment Clients,” by Margaret Price, Investor’s Business Daily, September 5, 2014

Are Public Pensions Ponzi Schemes,” by Fred Barstein, NAPA Net, August 29, 2014

AMBuffalo Live Television Appearance, interviewed by Linda Pelligrino on the topic of “50 Hidden Gems of Greater Western New York,” Channel 7, WKBW-TV, Buffalo, New York, July 31, 2014

Retirement in the 21st Century,” by John Ortman, NAPA Net, July 11, 2014

Last Weeks Top 5 Posts on NAPA Net,” by John Ortman, NAPA Net, May 12, 2014

Why not a MyRA? Experts Give 10 Reasons,” by John Iekel, NAPA Net, April 3, 2014

Why you shouldnt contribute to your 401(k),” by Robert Powell, MarketWatch, September 19, 2013

Borzi Weighs in on Fiduciary Rule, MEPs and Fee Disclosure,” by Fred Barstein, NAPA Net, September 25, 2013

Paying more to buy Mod-Pac quells shareholder lawsuits,” by David Robinson, The Buffalo Evening News, September 10, 2013

Mod-Pac execs lock up a sure deal,” by David Robinson, The Buffalo Evening News, September 10, 2013

Second quarter reveals declining bond funds,” by Thomas Adams, Rochester Business Journal, August 23, 2013

Are Risk Tolerance Questionnaires Too Risky?” by Fred Barstein, NAPA Net, August 14, 2013

Getting Beyond Benefits Choice Overload,” by Staff, Leader’s Edge Magazine, July 2013

How to Tell if You Have a Lousy 401(k) Plan,” by Emily Brandon, US News & World Report, July 1, 2013

Dealing with Decision Overload,” by Fred Barstein, NAPA Net, June 10, 2013

Why the industry needs to accept some blame for ‘flaws’ in PBS Frontline’s in ‘Retirement Gamble’,” by Kelly O’Mara, RIABiz, May 14, 2013

Local authors: Mark DuPré of Brockport and Christopher Carosa of Mendon,” by Staff, Rochester Democrat & Chronicle, February 22, 2013

Last Week on NAPA Net,” by Staff, NAPA Net, February 19, 2013

Dumb 401k mistakes you cant avoid,” by Robert Powell, MarketWatch, January 16, 2013

Mod-Pac execs offer to buy company,” by David Robinson, The Buffalo Evening News, October 29, 2012

A 401(k) Must Read: Mutual Fund Expense Ratio Myth Busted,” by Staff, NAPA Net, October 11, 2012

Fiduciary Rule for Brokers? Not Dead Yet Say Advisors,” by Robert Powell, advisors4advisors, September 17, 2012

The Zeitgeist of Chris Carosa,” by Stephen Rosenberg, Boston ERISA and Insurance Litigation Blog, August 3, 2012

401(k) FIDUCIARY SOLUTIONS: Book Review,” by Jerry Kalish, The Retirement Plan Blog, April 27, 2012

Kodak stock is cheap to buy, but beware of risks,” by Matthew Daneman, Rochester Democrat & Chronicle, January 24, 2012

Some local stocks excelled in 2011,” by Staff, Rochester Democrat & Chronicle, January 2, 2012

Economy hits WNY stocks with mixed results,” by Allissa Kline, Buffalo Business First, December 9, 2011

Preparing for retirement with annuities,” by Amanda McGrory-Dixon, BenefitsPro, October 19, 2011

For stock pickers, the RBJ 75 offer prospects,” by Thomas Adams, Rochester Business Journal, July 29, 2011

Mutual funds deliver mixed results in Q4,” by Thomas Adams, Rochester Business Journal, February 4, 2011

WNY stock values climb in 2010,” by Allissa Kline, Buffalo Business First, December 17, 2010

More 401(k) savers take loans,” by Robert Powell, MarketWatch, October 22, 2010

IEC see strong growth,” by Andrea Deckert, Rochester Business Journal, December 29, 2009

Local mutual funds post positive returns in Q3,” by Thomas Adams, Rochester Business Journal, October 30, 2009

Inflation next concern, analysts say,” by Allissa Kline, Buffalo Business First, September 24, 2009

Economic uptick likely distant,” by Jim Stinson, Rochester Democrat & Chronicle, January 11, 2009

WNY public co.’s take stock hit,” by Allissa Kline, Buffalo Business First, October 20, 2008

New Mendon Park to Have Railroad Theme” by Bud Lowell, WXXI News, October 4, 2001

Want to buy a company?” by David Robinson, The Buffalo Evening News, January 23, 2000

Regional fund battles reality of WNY market,” by Allissa Kline, Buffalo Business First, July 12, 1999

Investing It; Roaming New Home For Plays In a Region,” by Carole Gould, The New York Times, May 17, 1998