Kochis Fitz
Personal Wealth Strategies & Management
Navigation:
| Source | Date | Title |
|---|---|---|
| Global CEO | April 2008 | Meet the CEO |
| Berkshire Capital | March 31, 2008 | 2008 Investment Management Review |
| Registered Rep | March 1, 2008 | America's Top RIAs |
| Wall Street Journal | February 4, 2008 | The Pro's Advice |
| Marketwatch.com | January 20, 2008 | Donor-advised funds give advantages to charities and taxpayers |
| Dow Jones News Wire | January 15, 2008 | Tips for Effective Client Meetings |
| San Francisco Chronicle | November 15, 2007 | More kids' funds face higher tax rate |
| Los Angeles Times | November 12, 2007 | Leading wealth managers to merge |
| InvestmentNews | November 12, 2007 | Kochis Fitz, Quintile to merge |
| San Francisco Business Times | November 12, 2007 | San Francisco wealth manager Kochis Fitz teams up with L.A.'s Quintile |
| Financial-Planning.com | November 12, 2007 | Kochis Fitz/Quintile Merge |
| The Mercury News | November 12, 2007 | Powerhouse firms of super rich clientele merge |
| Financial Advisor Magazine | November 12, 2007 | Kochis Fitz Merges With Quintile |
| Los Angeles Business Journal | November 12, 2007 | Two Wealth Advisors Merge |
| EU Bankers.net | November 12, 2007 | Leading US independent wealth management firms merge |
| WebCPA | November 12, 2007 | Kochis Fitz Merges with Quintile Wealth Management |
| Examiner.com | November 12, 2007 | Wealth Management Firms Merge |
| Wall Street Journal | October 2, 2007 | Thinking Broadly -- and Abroad |
| Wealth Manager Magazine | October, 2007 | Roll Reversal |
| Worth Magazine | October 2007 | The Top 100 Wealth Advisors |
| Barron's | August 27, 2007 | Top 100 Independent Financial Advisors |
| Barron's | August 20, 2007 | Separate, But Unequal |
| San Francisco Chronicle | August 17, 2007 | Why the Market's Going Nuts |
| Wall Street Journal | August 15, 2007 | What Your Portfolio Really Needs |
| Christian Science Monitor | August 13, 2007 | Could red-hot foreign markets burn out? |
| San Francisco Chronicle | July 22, 2007 | Assessing Reverse Mortgages |
| MarketWatch | June 8, 2007 | When guides fall into traps - Five common investing mistakes even the pros make and how to avoid them |
| San Francisco Business Times | May 18-24, 2007 | The Bay Area's Top 25 Independent Wealth Advisors #1 Tim Kochis #8 Michael Fitzhugh |
| MarketWatch | May 14, 2007 | What teens need to know about money - How to have that 'Big Talk' about the financial facts of life |
| Bloomberg TV | May 2, 2007 | Active Investor |
| Investment Advisor Magazine | May, 2007 | The IA 25 - The year's list of the 25 most influential individuals in and around the planning profession |
| Charles Schwab Institutional Market Knowledge Tools | May, 2007 | Best-Managed Firms: It's About Time |
| The New York Times | April 10, 2007 | Income for Life? Sounds Good, but Do Your Homework |
| InvestmentNews | April 9, 2007 | Scaturro's exit from U.S. Trust leaves B of A holding the bag |
| The New York Times | April 8, 2007 | Mutual Funds Report; Ready for the Worst: Here Come the Bears |
| Journal of Financial Planning | April, 2007 | Global Forecast: Are We There Yet? |
| Cal Connections Newsletter | April, 2007 | A Celebration of Community and Excellent Teaching |
| San Francisco Business Times | March 30, 2007 | Largest Wealth Managers in the Bay Area |
| InvestmentNews | March 27, 2007 | Stock rules can obscure value, says adviser |
| Wall Street Journal | March 27, 2007 | Jumpy Investors Gain Reasons To Look Abroad |
| InvestmentNews | February 27, 2007 | Adviser to Adviser: The Art of Managing Wealth |
| MarketWatch | February 11, 2007 | How to prepare yourself for the next market downturn |
| Dow Jones News Services | January 17, 2007 | PRACTICE MANAGEMENT: Overseas Investments Made Easy |
| MSNBC.com | January 14, 2007 | When to use your broker for borrowing |
| San Francisco Chronicle | December 4, 2006 | Financial Planner Tim Kochis wins Schwab IMPACT award |
| San Francisco Examiner | November 18, 2006 | SF Wealth Management Firm Celebrates 15 Years with Gifts |
| InvestmentNews | November 13, 2006 | Kochis wins Schwab prize for advisers |
| CNNMoney.com | November 9, 2006 | Schwab Institutional Announces IMPACT Awards Winners for Excellence in Independent Financial Advising |
| SmartMoney.com | November 5, 2006 | Defying Diversification |
| Los Angeles Times | November 4, 2006 | The Future of Advice |
| Worth Magazine | October 2006 | The Top 100 Wealth Advisors |
| USA Today | September 15, 2006 | Pay off debt or invest? That is the question |
| Financial Advisor Magazine | July 2006 | The Golden Age of Growth: Our Inaugural Ranking of Leading RIA Firms |
| Wealth Manager Magazine | July/August 2006 | Top Wealth Managers |
| MarketWatch | June 18, 2006 | Stepping up to the plate with bonds |
| Investment News | June 5, 2006 | Bay Area is wealth management hot spot |
| Smartmoney.com | May 17, 2006 | Save on Student Loans |
| Chicago Tribune | May 7, 2006 | Stress of Wedding Costs Eased by Setting Spending Limits |
| NPR Marketplace | May 7, 2006 | Long Term Care Insurance |
| LA Daily News | March 5, 2006 | I Do... |
| San Francisco Business Times | March 3-9, 2006 | Accountants Find Niches at Tax Preparation Time |
| Chief Executive Magazine | March 2006 | Managing CEO Wealth |
| George Washington University | February 9, 2006 | Business Leadership in the 21st Century Panel |
| San Francisco Chronicle | January 29, 2006 | The Two Kinds of Roths |
| KCBS Market Watch | January 14, 2006 | Portfolio Diversification |
| Wall Street Journal | January 8, 2006 | A Cure for Risky Business |
| Registered Rep | January 1, 2006 | A Level Playing Field |
| San Francisco Chronicle | December 11, 2005 | Medicare's Part D Drug Plan Is Extraordinarily Complex |
| Worth Magazine | October 2005 | The Top 100 Wealth Advisors |
| Bloomberg Wealth Manager | July/August 2005 | Wealth Masters -- Bloomberg's Top Wealth Managers |
| Bloomberg Press | May 2005 | Managing Concentrated Stock Wealth; An Adviser's Guide to Building Customized Solutions |
| Investment News | April 4, 2005 | Fidelity Defines Wealth Mangers' Success |
| SmartMoney.com | February 24, 2005 | The Mistakes Investors Make |
| Chicago Tribune | February 19, 2005 | Dependable Financial Advice |
| MarketWatch | February 14, 2005 | Financing Family Vacation Now Could Mean More Fun Later |
| Valley Scene | October 1, 2004 | Charitable Remainder Trusts |
| Worth Magazine | October, 2004 | The Nation's 100 Most Exclusive Wealth Advisors |
| Investment News | September 8, 2004 | One-on-One Interview |
| Financial Advisor Magazine | September, 2004 | Defying Diversification The Nation's 100 Most Exclusive Wealth Advisors |
| ABCNews.com | July 21, 2004 | Rent or Sell? |
| ABCNews.com | July 13, 2004 | Money Tips for a Young Couple |
| Bloomberg Wealth Manager | July/August, 2004 | The Champions -- Bloomberg's Top Wealth Managers |
| Men's Health | July/August 2004 | Kicking Assets |
| MSN Money | June 14, 2004 | Climb Out of Your Financial Black Hole |
| Bottom Line Personal | June 2004 | Readers Ask Column |
| Financial Advisor Magazine | May 2004 | Cracking The Corporate Market |
| Financial Advisor Magazine | May 2004 | Employee Stock Options - Planning Remains Confusing |
| Financial Planning Magazine | May 2004 | A Modest Proposal |
| Barron's | April 19, 2004 | A Less Taxing Way to Pay - New HSAs promise hefty savings-if they're right for you |
| Financial Planning Magazine | March 2004 | In The Woods - Hedge Funds Move Into Retail-Friendly Forms |
| Valley Scene | March 2004 | Variable Annuities - Not Worth The Wait (Why Using Variable Annuities to Save for Retirement Doesn't Pencil Out) |
| Associated Press Newswire | February 22, 2004 | On The Money - Tough choice saving for retirement |
| Barron's | February 2, 2004 | Fund of Information - Diving In (Barron's first monthly article dealing with hedge funds) |
| myStockOptions.com | January 14, 2004 | When To Wait, Hold, Or Sell: Wealth Manager Reveals His Exercise Strategy Wisdom (Part II) |
| myStockOptions.com | December 15, 2003 | When To Wait, Hold, Or Sell: Wealth Manager Reveals His Exercise Strategy Wisdom (Part I) |
| ABCNews.com | December 8, 2003 | Diversification Is Key to Long-Term Financial Gains |
| In Search of the Perfect Model: The Distinctive Business Strategies of Leading Financial Planners | December 2003 | Mary Rowland's new book on practice management for independent financial advisors, includes an entire chapter about our firm. |
| Financial Advisor Magazine | November 2003 | Extraordinary vs. Ordinary (Experts at the 6th Annual Financial Advisor Symposium outlined what it takes for advisory firms to be among the best in the country.) |
| CCH Financial and Estate Planning Review | November 2003 | Dividend and Capital Gains Rate Reductions - Impact of Recent Legislation on Planning |
| Budget Living | October/November 2003 | Taking Baby Steps |
| Financial Advisor Magazine | September 2003 | Helping Others - New options and new money are changing philanthropy and the approach to charitable giving |
| ABCNews.com | August 18, 2003 | A Plan to Get Out of Debt and Start Saving |
| Bloomberg Wealth Manager | July/August 2003 | Top Dogs -- Bloomberg's Top Wealth Managers |
| CCH Incorporated | June 2003 | Wealth Management; A Concise Guide to Financial Planning and Investment Management for Wealthy Clients |
| The Mercury News | May 24, 2003 | Investors Should Plan for Tax Cut |
| Wall $treet Week with FORTUNE | May 3, 2003 | Television Appearance |
| Bloomberg Wealth Manager | May 2003 | Moonstruck - Advisors Gravitate to a Core-and-Satellite Portfolio Approach |
| Journal of Retirement Planning | May/June 2003 | Personal Financial Goals: The Foundation of Wealth Management |
| ABCNews.com | April 28, 2003 | Changing Careers |
| San Jose Mercury News | March 14, 2003 | Schwab Cancels 401(k) Matching |
| Bloomberg Wealth Manager | March 2003 | A Helping Hand |
| ABCNews.com | February 18, 2003 | Safe Haven? Competing Objectives |
| ABCNews.com | February 3, 2003 | Savings Strategy |
| Los Angeles Times | February 1, 2003 | Three Broad Savings Options in Bush Plan |
| Financial Advisor Magazine | February 2003 | The Rating Game |
| The Journal of Financial Planning | February 2003 | Planners Instill New Reality for Retirement Planning for Corporate Executives |
| Financial Advisor Magazine | January 2003 | Making A Move |
| Financial Planning Magazine | January 2003 | Movers & Shakers (The most influential individuals in the profession as chosen by readers & editors of Financial Planning Magazine) |
| ABCNews.com | December 23, 2002 | Swimming in Student Loans |
| ABCNews.com | November 25, 2002 | Choices, Choices |
| San Francisco Chronicle | September 11, 2002 | Investing Post-September 11 |
| Los Angeles Times | September 3, 2002 | Investors Wary of September |
| Mutual Funds Magazine | September 2002 | 100 Great Financial Planners |
| Reuters Business Report | July 28, 2002 | Hedge Funds Woo Wider Audience |
| ABCNews.com | July 8, 2002 | Retirement Rehaul |
| Bloomberg Wealth Manager | July/August 2002 | Best in Show -- Bloomberg's Top Wealth Managers |
| Worth Magazine | July/August 2002 | Best Financial Advisors |
| New York Times | June 9, 2002 | Bond Funds, Now Up to the Minute |
| ABCNews.com | June 3, 2002 | Navigating Multiple Emergencies |
| ABCNews.com | May 20, 2002 | Spreading the Wealth |
| Accounting Today | May 20, 2002 | Advisors Struggle to Clients From Making Irrational Investments |
| Bloomberg Wealth Manager | May 2002 | The Thoroughly Modern Portfolio |
| ABCNews.com | April 22, 2002 | Good vs. Bad Debt |
| KRON 4 | April 15, 2002 | Spending Less Money without Painful Cutbacks |
| ABCNews.com | April 8, 2002 | Financial Dilemma |
| ABCNews.com | March 25, 2002 | Maximum Security |
| ABCNews.com | March 11, 2002 | Plan for Life |
| ABCNews.com | February 11, 2002 | To Withdraw or Not to Withdraw |
| ABCNews.com | January 28, 2002 | Early to Retire |
| ABCNews.com | January 14, 2002 | Diversify, Diversify, Diversify |
| ABCNews.com | December 7, 2001 | Starting Over Together |
| Financial and Estate Planning | December 1, 2001 | Employer Stock in Profit-Sharing Plan |
| CCH Financial and Estate Planning Review | November 27, 2001 | Investing in Highly Volatile Markets |
| The Wall Street Journal | November 26, 2001 | Tax Planning: Don't Just Sit There |
| ABCNews.com | November 24, 2001 | Choices in a 401(k) |
| ABCNews.com | November 19, 2001 | Accomplish Two Goals at Once |
| Investment News | November 19, 2001 | Fund Losers Offer Shelter from Storm |
| ABCNews.com | November 12, 2001 | Handling an Inheritance |
| ABCNews.com | November 5, 2001 | Results, not Fees, are what Matter |
| ABCNews.com | October 15, 2001 | Swimming in a Sea of Debt |
| The Wall Street Journal | October 12, 2001 | Harvest Losses Now for Tax Savings Later |
| Mutual Funds | October 2001 | How to Find a Great Financial Planner |
| ABCNews.com | September 17, 2001 | Managing a Windfall |
| San Francisco Chronicle | September 16, 2001 | Don't Panic is the Best Advice for Stocks |
| Worth Magazine | September 2001 | The Best Advisors' Best Advice |
| ABCNews.com | August 6, 2001 | Rolling with Rollovers |
| ABCNews.com | July 2, 2001 | Putting your Money to Work |
| ABCNews.com | May 21, 2001 | Swimming in a Sea of Debt |
| Bloomberg Wealth Manager | June 2001 | Cream of the Crop -- Bloomberg's Top Wealth Managers |
| Bloomberg Wealth Manager | June 2001 | Options for Insiders |
| Bloomberg Wealth Manager | May 2001 | When More is a Must |
| ABCNews.com | April 23, 2001 | Dot-com Fizzle |
| ABCNews.com | April 9, 2001 | Paycheck to Paycheck |
| San Francisco Chronicle | March 14, 2001 | Strategy: Diversify Your Portfolio |
| Los Angeles Times | January 28, 2001 | Monte Carlo Tool Lays Out Odds of Reaching Your Financial Ends |
| San Francisco Chronicle | January 1, 2001 | Some Benefits Possible in Tax Law Loophole |
