Press
Structural
Integrity by Karen Hansen Weese
Investment Advisor Magazine article from May 2004. This is a
good 10 minute summary of my professional practice; how and why I do it.
The article also contains 2004 summary
information about various aspects of my practice, available here.
Smartt
Fund Choices by Coit Smith
Investment Advisor Magazine article from October 2002.
The
Technology of Financial Services by Brian Tankersley
The CPA Technology Advisor from September 2006. Near the bottom
of this article I helped the author, in one paragraph, define "fee-only"--the
accepting of compensation from clients based on services provided, rather
than in the form of sales commissions.
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