"Why pay people to gamble with your money?" William F. Sharpe, Nobel Laureate for Economics, 1990

In the News

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Date	In the News	Description
April 2008	Article	Black Enterprise : Master Your Money ( Jason Cole )
April 2008	Article	Jason Cole : Rookie Athlete Security
March 2008	Event	Greg Aloia presenting. "Money and Meaning - Uncovering Your Financial Autobiography", sponsored by MusiCares Foundation & held at the NYC offices of The National Academy of Recording Arts and Sciences (NARAS).
Nov 2007	Article	Eyes on the Prize : Jason cole comments on NFL player finances in Wealth Manager.
Oct 2007	Worth	Spencer Sherman has been named for the fifth year in a row by Worth Magazine as one of the Top 100 Financial Advisors in the Country for 2007.
July 2007	Article	Financial Planning : "Private equity is the talk of the town"
April 2007	Article of Interest	Oprah's Giving Back 30 List
April 2007	Article	Newsweek Article : Finance : Cash Yoga - Brent Kessel
March 2007	Article	Abacus Wealth Partners helps seed Microfinance Private Equity Investment to help reduce global poverty.
Feb 2007	Article of Interest	The Slate 60: Analysis of the year's biggest philanthropists.
Jan 2007	Article	Green Money Journal
Oct 2006	Worth Magazine	Spencer Sherman has been named by Worth Magazine as one of the Top 100 Financial Advisors in the Country for 2006.
Sept 2006	Press Release	Jason Cole to participate in National Jump-Start Your Retirement Days Hotline. View Press Release
June 2006	Press Release	Abacus Wealth Partners Balances the Yin and Yang of Finances. View Press Release
June 2006	Press Release	What’s Love Got To Do With It? Abacus Wealth Partners Helps Couples Face Finances and Fears. View Press Release
June 2006	Press Release	If Only I had a Million Dollars— Abacus Wealth Partners Redefines Wealth and Happiness. View Press Release
December 2005	Article	Jason Cole's comments on Managed Futures in Bloomberg Wealth Manager
December 2005	Article	Jason Cole case study by Athletes and Executives
September 2005	Worth List	Spencer Sherman has been named by Worth Magazine as one of the Top 100 Financial Advisors in the Country for 2005. The list will be included in the October 2005 issue of Worth Magazine.
August 2005	Article	Financial-Planning.com: Private Equity gets Liquid See Article
July/August 2005	Article	Bloomberg Wealth Manager: AWP was named as one of the top 200 advisors in the country.
July 2005	Article	The Boston Globe: A starter career lets you follow your heart, learn from missteps, and worry about money later by By Penelope Trunk, Globe Correspondent See Article
January 2005	Article	Movers & Shakers 2005Who is showing the way in the planning profession? Based on our annual poll of the most influential people, we profile nine leading lights, as determined by votes from readers, judges, and editors of Financial Planning ... See Article
November 2004	Article	Medical Economics: Spencer Sherman has been named in the Medical Economics Magazine as one of the Top 150 Financial Advisors for Doctors in the U.S. for 2004 - "150 best financial advisers for doctors — Our exclusive list: Tough times require smart financial minds. These pros can help.", Dennis Murray ... See Article on page 3
November 2004	Article	CBS MarketWatch: "Added Dimension - DFA small-cap value funds backed by academic research", John Spence ... See Article
July/August 2004	Article	Bloomberg Wealth Manager: AWP was named as a top wealth manager in the cover story, "The Champions" of the July/August issue of Bloomberg Wealth Manager. This is the 4th annual ranking of registered investment advisors based upon the asset value of the average client relationship. ... See Article
June 2004	Press Citation	Washington Post: "Sooner and Later, Money Matters: Savvy Athletes Skip Living Large to Fund Post-Glory Years", Thomas Heath ... See Article
November 2003	Article	Research Magazine: Profiles in Success: Brent Kessel, Financial Soul Searcher ... See Article
Summer, 2003	Press Citation	New York Spirit: The Dharma of the Dollar, Russ Wild ... See Article
2000 - 2003	Board Member	National Association of Personal Financial Advisors (NAPFA) - West Region
November 9, 2003	Press Citation	Newsweek: Jane Bryant Quinn, "Lessons from the Bear Market"
November 9, 2003	Article	Los Angeles Times: "Look for Smoke, Then Fire Funds", Kathy Kristof ... See Article
October 20, 2003	Press Citation	Newsweek: The Yoga of Money ... See Article
August 3, 2003	Article	Los Angeles Times: "Iffy Bonds May Prove a Smart Bet", Tom Petruno
April 1, 2003	Article	Yoga Journal: "The Yoga of Money", Alan Reder
1998, 1999, 2002	Worth List	Worth Magazine, "The Top 250 Financial Advisors in the U.S." ... See Article
January 8, 2003	Article	Los Angeles Times: "Dividends' Role Gains Currency", Tom Petruno
January 1, 2002	Book Citation	Silver Spoon Kids: Eileen Gallo, Ph.D. and Jon Gallo, J.D.
October 30, 2001	Press Citation	Business Week: "Steps to Retirement: How to Make Sure You Have the Green to Finance Your Fairway Dream", Ellen Hoffman
August 1, 2001	Press Citation	Bloomberg Wealth Manager: "Friend or Folio", Frances Denmark
March 4, 2001	Press Citation	Los Angeles Times: "With a Few Precautionary Steps, a Used Auto Can Be a Real Steal", Kathy Kristof
December 8, 2000	Press Citation	Wired: "New Money", Andrew Marks ... See Article
October 31, 2000	Press Citation	Philadelphia Enquirer: "Everyone Should Save for a Financial Emergency", Kathy Kristof
April 18, 2000	Press Citation	Los Angeles Times: "Financial Advisors Return to Market Seeking Bargains", Liz Pulliam Weston
March 23, 2000	Press Citation	Financial Planning: "403 b's", Eric Rasmussen
March 1, 2000	Article	Journal of Practical Estate Planning (CCH): "Council: A Communication Tool for Affluent Families"
February - March, 2000	Article	Journal of Practical Estate Planning (CCH): "We Just Don't Talk About That" ... See Article
February 15, 2000	Press Citation	Kiplinger's Personal Finance: "Psyched Out - Freud meets finance, as financial planners take on the role of therapist.", Robert Frick
January 25, 2000	Money Makeover	Los Angeles Times: "Couple's Attitudes About Money Rooted in Childhood Fears", Helaine Olen
January 1, 2000	Press Citation	Los Angeles Times: "The Millionaire Mania", Thomas S. Mulligan
July 9, 1999	Press Citation	Los Angeles Times: "Financial Advice: So Where Does the Little Guy Turn", Liz Pulliam
January 1, 1999	Book Citation	The Inheritor's Handbook, Dan Rottenberg
September 15, 1998	Money Makeover	Los Angeles Times: "Deejay Needs to Turn Up Volume", Helaine Olen
September 1, 1998	Article	Self-published: "Asset Class Investing", Brent W. Kessel
March 17, 1998	Money Makeover	Los Angeles Times: "Enhancements to a Winning Strategy", Lynda Natali
February 22, 1998	Press Citation	Los Angeles Times: "For Many Investors, Cut in Capital Gains a Nonevent", Tom Petruno
November 17, 1997	Press Citation	Business Week: "Better Plan Now for Next Year", Mike McNamee
November 4, 1997	Press Citation	Los Angeles Times: "As Many Opinions As People", Helaine Olen
July 29, 1997	Money Makeover	Los Angeles Times: "Time to Ground Flightly Habits", Jerome Crowe
April 22, 1997	Money Makeover	Los Angeles Times; "Separate Styles Put Finances Out of Joint", Helaine Olen
	Reality Check	Microsoft Money: "Career-minded California couple Want to set roots" By Monte Enbysk
	Reality Check	Microsoft Money: "We Make 90 Grand a Year and Don't Have Any Money" By Melanie Mavrides
	Press Citation	Los Angeles Times: "About the Monte Carlo Simulator", Liz Pulliam Weston

Employee News

Date	In the News	Description
October 2005	Gregory V. Aloia	Greg received the designation of Registered Life Planner from the Kinder Institute of Life Planning, having successfully completed the requirements of 2 day Workshop, 5 day Residential Training & 6 month Mentorship.
March 2005	Gregory V. Aloia	Gregory Aloia taught five classes of senior high school students, on the topic "Managing Expectations Around Money", at his alma mater, Immaculata High School in Somerville, NJ, as part of the Career Initiative Program offered by the school.
July 2003	South Jersey Magazine - 33 People to Watch	Jason Cole spoke on CN8 "Money Matters Today" in January 2003 on the topic of "How to Invest Now" based on your age group. He discussed 529 College Savings Plans, life insurance, the importance of savings and investing into retirement plans ... See Article
July 2002	Gregory V. Aloia	Greg addressed the members of the music industry in Pittsburgh, PA on the topic of sudden wealth. The address was part of a Financial Wellness Seminar sponsored by the MusiCares Foundation and the Philadelphia Chapter of the Recording Academy (the organization which presents the annual Grammy awards).
June 2002	Gregory V. Aloia	Greg was the speaker at a client appreciation dinner hosted by the Clayton Montgomery Group, addressing the physician-attendees on the topic of money maturity.