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In the News

August 27, 2009 The Volumes Are Falling! The Volumes Are Falling!
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August 25, 2009 Intelligent Health Care Plays
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August 24, 2009 SEC: Change You Can Believe In?
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August 24, 2009 Shareholders Win When Employees Are Motivated
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August 17, 2009 Investing Amid Health Care Reforms
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August 10, 2009 Playing The Ratings Game
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August 10, 2009 Plastic Fantastic
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August 6, 2009 'No-Vote Broker Rule' To Shake Up Street
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Margaret Starner named to the Barron’s list of Top 100 Women, 2009, 2008, 2007.


Margaret Named One of Barron's "Top 100 Women Financial Advisers" for 2008
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Margaret Named One of Barron's "Top 100 Women Financial Advisers" for 2007
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Margaret was ranked number 57 on the list in both 2008 and 2007. The rankings are based on advisers' assets under management, community involvement, industry experience and regulatory records, among other factors. The rankings for the top 100 financial advisers were determined by Winner's Circle, a research organization that Barron's acquired in 2008. Past performance is not indicative of future results. Individual experiences may vary.

Margaret Named One of Barron's "Top 1,000 Financial Advisers"
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In February 2009, Margaret was ranked # 27 in Florida in the Barron’s list of top 1,000 advisers. The list is a state-by-state ranking of America’s top financial advisors. The rankings reflect advisers' assets under management, revenue generated for their firms, quality of service and regulatory records, among other factors. The rankings were determined by Winner's Circle, a research organization that Barron's acquired in 2008. Past performance is not indicative of future results. Individual experiences may vary.

Tom James Recently Featured in an Intelligent Investing Interview with Steve Forbes
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Tom James Featured, along with Ken Lewis, James Dimon and Others, as One of On Wall Street's "Power Players"
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Margaret Starner Participates in Forbes.com Panel Discussions.


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