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    Jan 30, 2013 |Column| Chicago Tribune
  1. MarksJarvis: 'Just trust me' allure of hedge funds gives way to 'buyer beware'

    The magic is gone … the infatuation over.
    The magic is gone … the infatuation over. Wealthy investors who thought a few years ago that brainy hedge fund managers would show them the money have shed their rose-colored glasses. Individuals are no longer enamored with the funds, and for...

    Tags: Credit Ratings, Finance, Stock Market, Bernard Madoff, Mutual Funds

  2. Jan 17, 2013 |Column| Chicago Tribune
  3. Music story isn't over yet for Dolly Varden

    A sampling of how it works for a rock 'n' roll band in middle age:
    A sampling of how it works for a rock 'n' roll band in middle age: The bass player and drummer drive in for rehearsal from the suburbs where one of them is an interfaith counselor and the other, for a time, operated a fresh-bread franchise. One...

    Tags: Music, Dining and Drinking, The Head and the Heart (music group), Entertainment, Lifestyle and Leisure

  4. Mar 15, 2013 |Column| Chicago Tribune
  5. Sooner or later, bear market will growl back

    Could it happen again? Could your retirement plans end up in shambles, and your college savings tattered? As investors see the stock market repeatedly climbing to new records lately, some people want to know that they will be safe this time. They'd like...

    Tags: Financial Planning, Finance, Stock Market, Economy, Business and Finance

  6. Jan 17, 2013 |Story| Baltimore Sun
  7. Storied Legg Mason unit to merge into New York sister subsidiary

    Legg Mason Inc. plans to lay off an undisclosed number of employees as it folds its once high-profile Legg Mason Capital Management unit in Baltimore into a much larger investment division based in New York.
    Legg Mason Inc. plans to lay off an undisclosed number of employees as it folds its once high-profile Legg Mason Capital Management unit in Baltimore into a much larger investment division based in New York. Capital Management rose to fame under star...

    Tags: Harbor East, Bill Miller, Finance, Legg Mason, Inc., Corporate Officers

  8. Dec 31, 2012 |Column| Chicago Tribune
  9. Organizers set to release letter from corporate backers of gay marriage

    A coalition of gay marriage advocates plans to release a letter this week signed by top Illinois executives and companies endorsing same-sex marriage as an economic imperative, giving a powerful push to a bill that state lawmakers could take up as early as Thursday.
    A coalition of gay marriage advocates plans to release a letter this week signed by top Illinois executives and companies endorsing same-sex marriage as an economic imperative, giving a powerful push to a bill that state lawmakers could take up as early...

    Tags: David Axelrod, Family, Politics, American Civil Liberties Union, Illinois Elections

  10. Dec 28, 2012 |Story| Baltimore Sun
  11. Investment outlook for 2013 clouded by uncertainty

    Usually by early December, investment professionals have mapped out their outlook for the next year. But such forecasting has been made difficult by the "fiscal cliff" — the confluence of spending cuts and higher taxes that kick in automatically...

    Tags: Hunt Valley, Money and Monetary Policy, Business, U.S. Congress, Patient Protection and Affordable Care Act

  12. Jan 14, 2013 |Story| Baltimore Sun
  13. T. Rowe Price, Legg Mason get approval to launch active ETFs

    Baltimore-based money managers T. Rowe Price and Legg Mason Inc. may offer actively managed exchange-traded funds after receiving a thumbs up from regulators.
    Baltimore-based money managers T. Rowe Price and Legg Mason Inc. may offer actively managed exchange-traded funds after receiving a thumbs up from regulators. The Securities and Exchange Commission approved Price's application earlier this month to be...

    Tags: Securities, Marketing, Finance, Mutual Funds, Research

  14. Nov 13, 2012 |Story| Chicago Tribune
  15. Top Workplaces: At Morningstar, great work is in their jeans

    A jeans-clad receptionist welcomes visitors to Morningstar Inc.'s Loop corporate office.
    A jeans-clad receptionist welcomes visitors to Morningstar Inc.'s Loop corporate office. Minutes later, a new employee, wearing jeans and an untucked shirt, checks in for his first day. A few more minutes, and in strides founder Joe Mansueto wearing...

    Tags: Career and Workplace, Google Inc., Investments, Employees

  16. Oct 19, 2012 |Column| Chicago Tribune
  17. Improvements on rise for 529 college savings plans

    The quest by states and mutual fund companies to capture the $179 billion that people are saving for college in 529 plans has led to improved investments and more reasonable fees for college savers.
    The quest by states and mutual fund companies to capture the $179 billion that people are saving for college in 529 plans has led to improved investments and more reasonable fees for college savers. In a study of the plans offered by states throughout...

    Tags: Federal Deposit Insurance Corporation, Tuition Planning Services, Finance, Financial Markets, Personal Finance

  18. Sep 14, 2012 |Column| Chicago Tribune
  19. What do you do first: Pay off plastic or save?

    What do you do if you are loaded down with credit card debt but you know you should be saving for retirement? Do you concentrate on getting rid of the debt, and put off saving in the 401(k) or IRA for later? Or do you save now, pay off later? There...

    Tags: Personal Finance, Credit and Debt, Stock Market, La-Z-Boy Incorporated, 401K

  20. Jun 25, 2012 |Story| Chicago Tribune
  21. Walgreen company man rises to top

    Greg Wasson gambled away a total of about $60 during the 2 1/2 years he lived in Las Vegas. All of it came while he was parked at some low-stakes slot machine, waiting for his out-of-town guests to wrap up their requisite casino visit.
    Tribune staff reporter
    Greg Wasson gambled away a total of about $60 during the 2 1/2 years he lived in Las Vegas. All of it came while he was parked at some low-stakes slot machine, waiting for his out-of-town guests to wrap up their requisite casino visit.    Wasson, 53,...

    Tags: Museum of Science and Industry, Real Estate Buyers, Prescription Drugs, Vaccines, American Cancer Society

  22. Oct 15, 2012 |Story| Chicago Tribune
  23. Morningstar founder turned mutual fund data processor into megamart for investment information

    Joe Mansueto's day jobs have been a handful lately: He has been busy turning Morningstar Inc. into a $3.1 billion investment information megamart, buying up media properties and skipping the charity circuit in favor of coaching grade-school soccer on the lakefront.
    Special to the Tribune
    Joe Mansueto's day jobs have been a handful lately: He has been busy turning Morningstar Inc. into a $3.1 billion investment information megamart, buying up media properties and skipping the charity circuit in favor of coaching grade-school soccer on...

    Tags: Meg Whitman, University of Chicago, Lyndon B. Johnson, Media Industry, Finance

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