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The Wealth Strategies Group Press Room


2007 December

Denver Business Journal , "Book Focuses on Economic Analysis"

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2007 October

Physician's Money Digest - Expert Insights By James O. Lunney, CFP, CEP

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2007 October

Denver Business Journal , "Colorado's Top 20 Independent wealth advisors from 2007 "

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2006 November

Physician's Money Digest - Expert Insights, "Organizing Your Retirment Plan." By James O. Lunney, CFP, CEP

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2006 October

Physician's Money Digest - Expert Insights, "Organizing Your Retirment Plan." By James O. Lunney, CFP, CEP

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2006 October

Oct 06

Investment Advisor - Expert's Corner, "What’s Behind Us Is the Future - Advisors need to understand that human behavior is measurable and predictable." By James O. Lunney, CFP, CEP

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2006 June
June 06

Advisor Today - Expertise, " To Keep Them, Teach Them - Show your clients how to compare apples to apples when evaluating investment performace." By James O. Lunney, CFP, CEP

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2006 May

May 06

Worth Magazine recently asked James O. Lunney to complete an extensive questionnaire as a nominee for their Nation’s Top 100 Wealth Advisors. Nominated Advisors complete a detailed survey in which they must address the following areas:

  • Educational Credentials
  • Compensation Structure
  • Client Retention Rate
  • Outlook on the Investment Climate
  • Model Portfolio Return
  • Whether They Have Been Involved in any Legal or Disciplinary Matters

I wanted my clients to know what questions Worth Magazine thinks are important for clients to ask of their advisor and my responses to each of them. At the very least you should review questions #27 - #30. Regardless of how I come out on the list, this questionnaire represents what clients should ask and know of their advisor.

Worth Magazine Top 100 Wealth Advisors Questionnaire


2006 April

April 06 Physician's Money Digest - Investing, "Avoid the Hullabaloo of A Noise Investment." By James O. Lunney, CFP, CEP

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2006 March

March 06

Physician's Money Digest - Practice Building Today, "See the Future through Demographic Glasses." By James O. Lunney, CFP, CEP

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2006 January

Jan 06

Physician's Money Digest - Investing, "Don't Bail Out of the Stock Market Yet." By James O. Lunney, CFP, CEP

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2006

online 06 Physician's Money Digest (online edition) - Expert Insight , "Organizing Your Retirement ." By James O. Lunney, CFP, CEP

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2005 December

Dec 05 Investment Advisor - From Tactical to Practical , "Be a Tall Poppy." By Larry Chambers

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Media Kit

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In the News

The articles below are available for review in Adobe Acrobat PDF format.
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Pension Woes Across the Pond

No Money, No Medicine, and No Help from the Government
It’s Hard to Give Away Risk
Passing the Healthcare Buck
Brother, Can You Spare 2 Trillion
Domestic Migration Transforms the West
A $100 Billion Burden
Bye Bye Boomers
Forecasters Predict Drop in Deficit

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White Papers

The white papers below are available for review in Adobe Acrobat PDF format.
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Diversified Asset Allocation
 

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