In the Media

Media Mentions and Articles

In this space are links to our published newspaper guest columns and magazine articles as well as press mentions of our planners.

Articles:

05/29/10 David Smith wrote a guest article for the Ventura County Star on saving and budgeting.  The link is below:

http://www.linkedin.com/share?viewLink=&sid=s42783599&url=http%3A%2F%2Flnkd%2Ein%2FsNBHKb&urlhash=HbSS&uid=4f4404c7-ccdf-4d99-8b04-db4fa33c992b&trk=NUS_UNIU_SHARE-title

 09/13/09 Eric Smith wrote an article for the Ventura County Star regarding Social Security. The link is below: 

 files/10129/SS%20Guest%20column%2009%2021%2Edoc

04/26/09  David Smith wrote an article for the Ventura County Star regarding current financial adversities.  The link is below: 

files/10129/DS%2D%2004%2D26%2D09%2C%20Learn%20from%20current%20adversity%2Epdf

12/10/07 Eric published an article in National Underwriter magazine on charitable planning.

The link is here: files/10129/NU%20article%2012%2007%2Epdf

12/2007 Eric was quoted in an Investment Advisor magazine article on charitable giving.  The link is below:

http://www.investmentadvisor.com/article.php?article=8324

9/10/07 David and Eric were featured in an Investment News article on succession planning.  The web link is below:

http://investmentnews.com/apps/pbcs.dll/article?AID=/20070910/FREE/70905022/1009/TOC

Quotes:

4/30/10 David Smith was quoted in a Ventura County Star article about Lifetime Planning's Town Hall Meeting.  The topic was behavioral finance.  The link to the article is below:

 files/10129/April%2028%20Town%20Hall%20Article%20Final%2Epdf

10/08  Eric S. Smith was quoted in an Journal of Financial Planning article regarding outsourcing portfolio construction.

 7/07 Eric S. Smith was quoted in an Advisor Max.com article on national conferences.

Archives:

04/21/03 David And Eric Smith are quoted in the Ventura County Star with their views on timing the market.  The web link is below:

files/10129/Timing%20the%20Market%20LP%2Epdf

06/08/03 David Smith was quoted in Ventura County Star on the importance of listening to his clients.  The web link is below:

files/10129/David%20Business%20Forum%2006%2D08%2D03%2Epdf

06/20/04  Eric S. Smith was quoted in the Ventura Couny Star regarding "How social capital is the gift that keeps giving."  The link is below:

files/10129/Eric%20Bus%2E%20Forum%2Epdf

06/27/04   David Smith was quoted in the Ventura Couny Star business forum when he discussed : "Formulating a personal investment policy." The link is below:

files/10129/David%20Business%20Forum%2006%2D27%2D04%2Epdf