2007 December |
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Denver Business Journal , "Book Focuses on Economic Analysis"
Please contact us for reprint. |
2007 October |
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Physician's Money Digest - Expert Insights By James O. Lunney, CFP, CEP
Please contact us for reprint. |
2007 October |
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Denver Business Journal , "Colorado's Top 20 Independent wealth advisors from 2007 "
Please contact us for reprint. |
2006 November |
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Physician's Money Digest - Expert Insights, "Organizing Your Retirment Plan." By James O. Lunney, CFP, CEP
Please contact us for reprint. |
2006 October |
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Physician's Money Digest - Expert Insights, "Organizing Your Retirment Plan." By James O. Lunney, CFP, CEP
Please contact us for reprint. |
2006 October |
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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
Please contact us for reprint. |
2006 June |
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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
Please contact us for reprint. |
2006 May |
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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 |
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Physician's Money Digest - Investing, "Avoid the Hullabaloo of A Noise Investment." By James O. Lunney, CFP, CEP
Please contact us for reprint. |
2006 March |
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Physician's Money Digest - Practice Building Today, "See the Future through Demographic Glasses." By James O. Lunney, CFP, CEP
Please contact us for reprint. |
2006 January |
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Physician's Money Digest - Investing, "Don't Bail Out of the Stock Market Yet." By James O. Lunney, CFP, CEP
Please contact us for reprint. |
2006 |
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Physician's Money Digest (online edition) - Expert Insight , "Organizing Your Retirement ."
By James O. Lunney, CFP, CEP
Please contact us for reprint. |
2005 December |
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Investment Advisor - From Tactical to Practical , "Be a Tall Poppy." By Larry Chambers
Please contact us for reprint. |
