Abacus Planning Group
» Visit the archive for articles prior to 2007.

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Abacus Market/Econmic Update Teleconference


  “Abacus Market/Econmic Update Teleconference”
[MP3 Audio file, ~4.3MB, 1 hour 10 mins.]
September 24, 2008

BankRate.com


  “Private banking offers perks to wealthy”
Quoting Abacus' Michael Baughman
April 2010

Carolina Fire Rescue EMS Journal


“Why take investment risks” [web link]
By Bart Valley
October 18, 2009
  “A Maintenance Plan for Your Financial Affairs”
By Adrianna Sims Derrick
Spring 2009
  “Money Matters: To Divide Is To Conquer”
By Charles Flowers
Fall 2008
  “Savvy Investors Are Cost-Conscious”
By Bart Valley
Spring 2008

Dow Jones Newswires


“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

Financial Planning Magazine


“Individual Issues”
February 1, 2010
“Outlook 2009”
July 2009
“Know Clients' Fears”
By Cheryl Holland
November 2008

FTAnet.org


  “Mental Incapacity:When Clients Need to Relinquish Control”
Quoting Abacus' Cheryl Holland
Solutions Magazine
March/April 2008

Investment News


"Dress for success: Tips for advisers from advisers" [web link]
Quoting Abacus' Barbara Griffin
February 2010
  “After-tax wealth planning in the details” [web link]
Quoting Abacus' Cheryl Holland
May 4, 2007

MidlandsBiz.com


“A learning experience” [web link]
Quoting Abacus' Bart Valley
May 5, 2010
  “Roth IRA Changes” [web link]
By Angela Marvin
February 3, 2010
  “Smart column: Checking your emotions” [web link]
By Bart Valley
December 28, 2009
  “Smart column: Managing your insurance risks and costs” [web link]
By Molly Thomas
December 10, 2009
  “Smart column: Savvy investors are cost-conscious” [web link]
By Charles Flowers
October 29, 2009
  “Smart column: The power of a budget” [web link]
By Susan McCants
October 5, 2009
  “Conversations” [web link]
A Conversation with Cheryl Holland
July 2009

Portfolio.com


“Mad Money” [web link]
Quoting Abacus' Cheryl Holland
Conde Nast Portfolio.com
December 21, 2007

South Carolina Business Review


  “Talking to Your Children About Money”
[.mp3 audio file, ~6 mins, 2.3MB]
Mike Switzer interviews Eddie Kramer on teaching your kids about money.
  “Misunderstood Financial Planning Terms”
[.mp3 audio file, ~6 mins, 8MB]
Mike Switzer interviews Arriana Sims Derrick about commonly misunderstood financial planning terms. April 8, 2008.
  “Planning Needs for the Aging”
[.mp3 audio file, ~6 mins, 8MB]
Mike Switzer interviews Cheryl Holland about the special financial planning needs of our aging population. March 14, 2008.
  “Health Savings Accounts”
[.mp3 audio file, ~6 mins, 5.4MB]
Mike Switzer interviews Eddie Kramer about how Health Savings accounts can be an effective way to save on health care insurance. November 29, 2007.
“Are some investors making a mistake when they purchase a tax-deferred annuity?”
[.mp3 audio file, ~6 mins, 6.7MB]
Mike Switzer interviews Cheryl Holland about tax-deferred annuities. August 23, 2007.
“Are tax-free municipal bonds finding a place in today’s investment portfolios?”
[.mp3 audio file, ~6 mins, 5.4MB]
Mike Switzer interviews Alex Chastain about municipal or "tax-free" bonds. June 29, 2007.

TheState.com


"Ready to retire? Some older workers are not so sure"
Quoting Abacus' Cheryl Holland
Septebmer 14, 2008
 

"Financial adviser offers job insight"
By Susan McCants
March 3, 2008

 

"Steps you can take as the economy slips" [web link]
By Cheryl Holland
Posted in the "S.C. Politics Today" blog
January 24, 2008

The Wall Street Journal Blog


"VOICES: Jonathan Robertson, On Roth IRA Conversions"
Quoting Abacus' Jonathan Robertson
March 17, 2010
  "VOICES: Cheryl Holland On Dealing with Overspenders"
Quoting Abacus' Cheryl Holland
January 5, 2010

WLTX Channel 19


“Financial Ties”
Featuring Abacus' Eddie Kramer
[Flash video, ~2 mins.]

October, 2008

yourSabbatical


“48 Hours Before Leaving on Sabbatical. What’s THAT like?”
Featuring Abacus' Molly Thomas
March 31, 2010
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