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Abacus Market/Econmic Update Teleconference |
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| “Abacus Market/Econmic Update Teleconference” [MP3 Audio file, ~4.3MB, 1 hour 10 mins.] September 24, 2008 |
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The Advisor |
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| “Afraid of Outliving Your Assets?” Featuring Abacus' Andrew Jones February 2011 |
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AdvisorOne.com |
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“Making the Connection: Communicating with Clients in Uncertain Times” Featuring Abacus' Cheryl Holland September 1, 2010 |
BankRate.com |
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| “8 rules of thumb on saving and retirement” Quoting Abacus' Michael Baughman February 2011 |
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| “Private banking offers perks to wealthy” Quoting Abacus' Michael Baughman April 2010 |
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BusinessWire |
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| “High Enrollment at Schwab Advisor University™ Shows Growing Demand for Training of RIA Firm Staff” Quoting Abacus' Cheryl Holland April 20,2011 |
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Carolina Fire Rescue EMS Journal |
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"Should you convert to a Roth IRA" by Charles Flowers Spring 2010 |
| "Protecting Your Loved Ones" by Cheryl Holland Winter 2010 |
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| "A Budget Puts you in Charge" by Arianna Sims Derrick Summer 2009 |
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| "Money Matters: Checking Your Emotions" by Cheryl Holland Winter 2009 |
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| “Why take investment risks” By Bart Valley October 18, 2009 |
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| “A Maintenance Plan for Your Financial Affairs” By Adrianna Sims Derrick Spring 2009 |
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| “Money Matters: To Divide Is To Conquer” By Charles Flowers Fall 2008 |
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| “Savvy Investors Are Cost-Conscious” By Bart Valley Spring 2008 |
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Columbia Sun News |
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| “Smart column: Should you buy or rent?” By Abacus' Andrew Jones December 2011 |
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| “The benefits of having an investment plan” By Abacus' Charles Flowers January 2012 |
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Dow Jones Newswires |
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“GETTING PERSONAL: Health-Care Overhaul Could Aid Early Retirees” Quoting Abacus' Cheryl Holland A Dow Jones Newswire Column November 2009 |
| “GETTING PERSONAL: Future Taxes Make 401(k) Less Advantageous” Quoting Abacus' Cheryl Holland A Dow Jones Newswire Column November 2009 |
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Financial Advisor – A Blog by Dow Jones |
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| "Firm Crafts Statements Clients Can Grasp" Quoting Abacus' Cheryl Holland May 11, 2011 |
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Financial Advisor Magazine |
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"Lean on Me" Quoting Abacus' Cheryl Holland May 2011 |
| "March Madness: Then And Now" Quoting Abacus' Cheryl Holland March 18, 2011 |
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"Big Ideas" |
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Financial Planning |
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"Just Being Friendly?" By Abacus' Cheryl Holland March 1, 2011 |
| "How Can Advisors Find Opportunities in a Smaller Market?" Quoting Abacus' Cheryl Holland February 12, 2011 |
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"Fading Minds" |
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| “Individual Issues” February 1, 2010 |
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| “Outlook 2009” July 2009 |
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| “Know Clients' Fears” By Cheryl Holland November 2008 |
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FTAnet.org |
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| “Mental Incapacity:When Clients Need to Relinquish Control” Quoting Abacus' Cheryl Holland Solutions Magazine March/April 2008 |
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Investment News |
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"Notes from NAPFA" Quoting Abacus' Cheryl Holland May 20, 2011 |
| "Dress for success: Tips for advisers from advisers" Quoting Abacus' Barbara Griffin February 2010 |
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Journal of Financial Planning |
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"Motivating and Helping the Overspending Client: A Stages-of-Change Model" by James Grubman, Ph.D.; Kathleen Bollerud, Ed.D.; and Cheryl R. Holland, CFP® March 2011 |
Midlands Business Trends |
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"Abacus Planning Group's Jon Robertson receives the CFP® credential" September 15, 2010 |
| "Saving for College in a Slow Economy" By Michael Baughman September 2010 |
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| “Need to find a financial advisor? Here are some tips” By Abby Donevant August 4, 2010 |
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| “Protect Yourself” By Michael Baughman June 30, 2010 |
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| “Financial planning tips for young adults” By Andrew K. Jones June 1, 2010 |
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| “A learning experience” Quoting Abacus' Bart Valley May 5, 2010 |
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| “Saving for college” By Arianna Sims Derrick March 3, 2010 |
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| “Roth IRA Changes” By Angela Marvin February 3, 2010 |
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| “Smart column: Checking your emotions” By Bart Valley December 28, 2009 |
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| “Smart column: Managing your insurance risks and costs” By Molly Thomas December 10, 2009 |
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| “Smart column: Savvy investors are cost-conscious” By Charles Flowers October 29, 2009 |
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| “Smart column: The power of a budget” By Susan McCants October 5, 2009 |
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| “Column: To divide is to conquer” By Bart Valley August 26, 2009 |
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| “Conversations” A Conversation with Cheryl Holland July 2009 |
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MarketWatch |
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“A Smarter Way to Buy Insurance?” Quoting Abacus' Cheryl Holland March 13, 2011 |
Morningstar Advisor |
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“It Takes More Than Money” Quoting Abacus' Cheryl Holland |
Registered Rep |
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"Listen Up: Improving Client Relationship Skills Gaining Priority For Wealth Managers" |
SmartMoney |
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“Will a New Hedge-Fund Rule Lock You Out?” Quoting Abacus' Cheryl Holland February 9, 2011 |
TheState.com |
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"How the Great Recession changed us" Quoting Abacus' Alex Chastain March 6, 20011 |
| "Ready to retire? Some older workers are not so sure" Quoting Abacus' Cheryl Holland Septebmer 14, 2008 |
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"Financial adviser offers job insight" |
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"Steps you can take as the economy slips" |
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The Wall Street Journal |
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“When Refinancing Doesn't Make Sense” Quoting Abacus' Cheryl Holland July 11, 2011 |
| “4 Ways for Parents to Help New Grads” Quoting Abacus' Cheryl Holland June 28, 2011 |
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| “A Smarter Way to Buy Insurance?” Quoting Abacus' Cheryl Holland March 14, 2011 |
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| "The (Un)Marriage Penalty" Quoting Abacus' Jonathan Robertson December 12, 2010 |
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| "What Should You Do Now?" Quoting Abacus' Cheryl Holland December 13, 2010 |
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| "VOICES: Jonathan Robertson, On Roth IRA Conversions" Quoting Abacus' Jonathan Robertson March 17, 2010 |
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| "VOICES: Cheryl Holland On Dealing with Overspenders" Quoting Abacus' Cheryl Holland January 5, 2010 |
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WILM 1450 News Talk Radio |
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“Money Talk” |
WLTX Channel 19 |
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“Feeling Less Economic Stress?” Quoting Abacus' Charles Flowers May 5, 2011 |
| “Financial Ties” Featuring Abacus' Eddie Kramer [Flash video, ~2 mins.] October 2008 |
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yourSabbatical |
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“48 Hours Before Leaving on Sabbatical. What’s THAT like?” Featuring Abacus' Molly Thomas March 31, 2010 |