- NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – Internet – July 1 / Print – July 2, 2017
MARKET MATTERS: Where’s the puck going now? - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – June 16, 2017
MARKET MATTERS: LGBT Pride month includes attention to same-sex finances - STAMFORD ADVOCATE – June 9, 2017
Craig DeMaio op-ed: - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – June 3, 2017
MARKET MATTERS: Ah, retirement! Choosing a world to meet your needs - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – May 21, 2017
MARKET MATTERS: Returning veterans have special financial needs - EXAMINER – May 12, 2017
Prudent Portfolio: A Lesson from ‘Shark Tank:’ Understanding a Company’s Valuation - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – May 7, 2017
MARKET MATTERS: Planning for your financial legacy - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – April 24, 2017
MARKET MATTERS: Save the earth, one investment at a time - ICONS & INFLUENCES – April 2017
Managing Your Financial Risk - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – April 10, 2017
MARKET MATTERS: Keeping more of what you earn; Or, location, location, location - GREENWICH TIMES / THE HOUR/ STAMFORD ADVOCATE.COM / NEWSTIMES.COM / CT POST – April 9, 2017
Financial advisers override emotional decisions in Trump era - HARTFORD BIZ JOURNAL – March 27, 2017
Look no further than your own backyard for investing - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – Print March 16 & Internet – March 25, 2017
MARKET MATTERS: Technological advances beg investor attention - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – Print March 16 & Internet – March 21, 2017
Federal Reserve interest hike a mixed bag - EXAMINER MEDIA – March 20, 2017
Prudent Portfolio: Spring Means SATs and Worries About How to Pay for College - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – March 12, 2017
MARKET MATTERS: St. Patrick’s Day reminds us to go green - NJ BIZ – March 5, 2017
Triple Play: What investors should know now that Trump is in office - VIDEO- WFSB CBS – 3-1-17 Joseph Matthews from Morgan Stanley discusses the Dow Jones record high
- NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – Print-February 26 & Internet-February 27, 2017
MARKET MATTERS: Super Bowl winnings highlight need for a plan - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – February 11, 2017
MARKET MATTERS: Getting engaged? Time to get honest about finances - NJB MAGAZINE – February 2017
How Will BUsiness Handle…The Change? - THE EXAMINER – January 31, 2017
Prudent Portfolio: Turning Resolutions Into a Healthy 2017 Financial Plan - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – January 29, 2017
MARKET MATTERS: The Big 20,000: Not a real indicator of growth - GREENWICH TIME.COM – Internet – January 25 & Print – January 26, 2017
Morgan Stanley funds YMCA energy-savings program for third year - HEALTH & MONEY – January 19, 2017
VIRUS SCARES HIGHLIGHT PHARMACEUTICALS, RELATED INDUSTRIES - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – January 14, 2017
MARKET MATTERS: Finances for freelancers - TALK OF THE TOWN – December 2016
Downsizing: A New Social Movement - ASBURY PARK PRESS – December 30, 2016
How to invest in the age of Trump - THE EXAMINER – December 21, 2016
Blended Families Ought to Address Myriad Financial Issues - FAIRFIELD & WESTCHESTER COUNTY BUSINESS JOURNALS – December 19, 2016
2017 could be a good year for the economy and investors - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – December 3, 2016
MARKET MATTERS: Black Friday activity indicates transition in progress - RESIDENT – December 1, 2016
Attorneys need solid financial advice too - THE EXAMINER – November 30, 2016
Prudent Portfolio: When a Windfall Arrives, it’s Time to Re-examine Investing Goals - CONNECTICUT BY THE NUMBERS – November 26, 2016
PERSPECTIVE: A New Direction for Shopping Malls - WESTFAIR COMMUNICATIONS, FCBJ, WCBJ – November 23, 2016
The Trump economy: Boom or bust? - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – November 19, 2016
MARKET MATTERS: Irreconcilable financial differences - THE DRIVE – with Denise DiGrigoli – HAN NETWORK – November 15, 2016
With Joe Matthews – It’s For Your Drive. The Motivational Talk Show about People, Ideas and Organizations that Move Us Forward, Consciously, and Mindfully. - ASHBURY PARK PRESS – November 10, 2016
How four Trump issues may affect NJ’s economy - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – November 5, 2016
MARKET MATTERS: Election will impact the marketplace — but how? - NEW JERSEY BUSINESS – October 27, 2016
Small Businesses’ Big Needs for Finances and Investment - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – October 16, 2016
BUSINESS VIEW: Lighthouses: Beautiful, functional, but not for everyone - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN- 10-10-16
MARKET MATTERS: October means Halloween, but we needn’t fear market uncertainty - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN- 9-25-16
MARKET MATTERS: Are you ready for fall? - EXAMINER MEDIA- 9-21-16
Saving for Higher Education? No Better Time to Start Than Now - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN- 9-11-16
MARKET MATTERS: Politics and Wall Street, opportunities amidst mixed signals - THE EXAMINER- 8-31-16
Prudent Portfolio: Identity Theft Tops the List of Fears for Investors - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN- 8-28-16
MARKET MATTERS: What’s your funding ratio? - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN- 8-14-16
MARKET MATTERS: What’s next for the stock market? - FOCUS ON- 8-5-16
The Financial Wise Men of Chelm - NEW JERSEY BUSINESS- 7-28-16
Avoiding Financial Trauma After a Spouse’s Death - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN- 7-31-16
MARKET MATTERS: Identity theft concerns span the financial spectrum - CONNECTICUT BY THE NUMBERS July 23, 2016
PERSPECTIVE: For Families of Special Needs Children, Thoughtful Financial Planning Can Provide A Roadmap - NEW JERSEY LAW JOURNAL- 7-22-16
Financial Challenges Facing the Legal Profession - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN – 7-17-16
MARKET MATTERS: Jobs report shows market’s fickleness, and durability - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN- 7-3-16
MARKET MATTERS: The Brexit and the markets; much ado about something - AUDIO CLIP- WICC-AM –Joe Matthews from Morgan Stanley discusses how Brexit impacts investments
- NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN- 6-18-16
MARKET MATTERS: Stock market worries mask good opportunities - THE EXAMINER- 6-14-16
Investment in Biotech Can Reap Rewards – Personally and Monetarily - BC OCCASIONS June 2016
Mommy I’m Rich! - IMAGEUSA.COM- 6-16-16
Protect Your Business Legacy - NJ BIZ- 6-5-16
Triple Play: Ways you can align investment portfolios with your personal morals - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN< 6-5-16
MARKET MATTERS: The Fed is a driving factor in the market - NJ BIZ- 5-22-16
Triple Play: What should investors do with the Fed holding the line? - NEW HAVEN REGISTER, THE MIDDLETOWN PRESS, THE REGISTER CITIZEN 5-22-16
MARKET MATTERS: The May market ride — jitters or joy? - THE EXAMINER- 5-10-16
Inheritance of Baby Boomer Wealth Raising Concerns - THE TRENTONIAN- 5-9-16 Internet / 5-10-16 Print
Financial planner advises Trenton Powerball winner to ‘splurge on an experience’ - NEW HAVEN REGISTER / MIDDLETOWN PRESS / REGISTER CITIZEN- 5-7-16 Internet / 5-8-16 Print
MARKET MATTERS: Mother’s Day, a perfect time for financial independence - THE HUDSON INDEPENDENT- 5-6-16
Numbers by Day, Easel at Night for SH’s Lisa Santo - GARDEN STATE WOMAN- 4-20-16
Financial Advisor By Day, Ballerina By Night - NEW HAVEN REGISTER / MIDDLETOWN PRESS / REGISTER CITIZEN- 4-24-16
MARKET MATTERS: All’s (somewhat) Markets trend up despite unsettling international economic news - BC – THE MAG- 4-20-16
THE BIG BUCKS – Becoming a Jersey Millionaire May Not Be a Rosy Scenario - NEW HAVEN REGISTER / MIDDLETOWN PRESS / REGISTER CITIZEN- 4-10-16
MARKET MATTERS: All’s (somewhat) quiet on the market front, and that’s a good thing - FAIRFIELD COUNTY & WESTCHESTER BUSINESS JOURNALS- 3-31-16
Column: China’s butterfly effect on U.S. markets is no small thing - FAIRFIELD COUNTY & WESTCHESTER BUSINESS JOURNALS- 3-30-16
Column: March Madness a good time to think financial fitness - NJ BIZ – 3-30-16
Are Millennials Shying Away From Investing In Real Estate - The Middletown Press, New Haven Register, The Register Citizen- 3-27-16
MARKET MATTERS: Finding rhythm in market volatility - THE MIDDLETOWN PRESS, NEW HAVEN REGISTER, THE REGISTER CITIZEN – 3-26-16
MARKET MATTERS: Finding rhythm in market volatility - THE EXAMINER- 3-23-16
Hoarding is a Poor Substitute for Estate Planning - CT POST- 3-19-16
Don’t let fear wash you out of the stock market now - MONROE COURIER- 2-23-16
COMMENTARY: Approach investing with age-old wisdom of Aesop’s fables - NJ BIZ- 2-21-16
Triple Play: How to crack the ‘diaper ceiling’ - THE EXAMINER- 1-27-16
Prudent Portfolio: Low Impact Expected From Fed Interest Rate Increase - NJ BIZ- 1-26-16
Triple Play: What investors need to know about the China effect - VIDEO- WTIC-FOX – 5:00 PM – 1-20-16 Joe Matthews
- VIDEO- WTIC-FOX – 10:00 PM – 1-20-16 Joe Matthews
- HARTFORD BUSINESS JOURNAL-Internet & Print – 1-11-16
Federal spending plan good news for CT defense industry - NEW HAVEN REGISTER-Internet & Print – 1-4-16
Markets’ stumbles could affect small investors, analysts say - THE EXAMINER- 12-17-15
Prudent Portfolio: Tis the Season for Financial Self-Assessments - TALK OF THE TOWN- Holiday 2015
Are there investment opportunities in Cuba? - ASBURY PARK PRESS- 12-4-15
Why do women lack personal finance confidence? - NEW HAVEN REGISTER-Internet – 11-26-15 & Print – 11-27-15
Area retailers gear up for holiday shopping season - THE EXAMINER- 11-25-15
A Charitable Giving Plan Can Help Combat Hunger One Starfish at a Time - AUDIO CLIP- WTIC-AM –Joe Matthews from Morgan Stanley discusses Black Friday
- WESTCHESTER MAGAZINE – 11-16-15 – Morgan Stanley Hosts Youth Business Skills Case Study Competition
- BC THE MAG – OCCASIONS – Fall/Winter 2015
Prepare Your Finances For Marriage - THE EXAMINER- 10-28-15
Prudent Portfolio: Despite Market’s Travails, Investing Need Not Be Spooky - WESTFAIR COMMUNICATIONS- 10-22-15
Column: Native American Heritage Day and the modern economy - WESTFAIR COMMUNICATIONS- 10-1-15
Column: What to do as Fed passes on raising rates - NEW HAVEN REGISTER- 9-28-15
Forum: New Haven needs infrastructure upgrades, but investors cool - FAIRFIELD LIVING MAGAZINE – Sept 16, 2015 – Tuition Education – Five things you didn’t know about saving for college
- THE PRESS OF ATLANTIC CITY – Sept 13, 2015 – Invest in casino stocks? Too risky, survey finds
- FAIRFIELD & WESTCHESTER COUNTY BUSINESS JOURNAL – Sept 10, 2015 – Survey of wealthy finds gender divide on health care, infrastructure
- HARTFORD BUSINESS JOURNAL – Sept 7, 2015 – Investing in marijuana no safe bet
- WESTPORT MAGAZINE – Sept 7, 2015 – Top Five Questions To Ask About College Planning
- SMALL BUSINESS SOLUTION – September 2015 – Investing in Real Estate – Investment Trusts
- HARTFORD COURANT – Aug 25, 2015 – Even In Stock-Rich Connecticut, Decline Is Not A Crisis
- NEW JERSEY BUSINESS – Aug 28, 2015 – Investing in Real Estate Investment Trusts
- AUDIO CLIP- WICC-AM – Morgan Stanley – Peter Chieco – Stock Market
- ASHBURY PARK PRESS – Internet – Aug 1 & Print – Aug 2, 2015 – Borrowers beware! Rising interest rates return?
- AUDIO CLIP- WNPR-FM – July 9, 2015 – Greek Economic Woes – Joe Matthews of Morgan Stanley discusses how economic issues in Greece may impact local investors
- NEW HAVEN REGISTER – July 9, 2015 – Is your portfolio running toward something…or from something?
- REIT ARTICLE – June 2015 – THE ABC’S OF REAL ESTATE INVESTMENT TRUSTS
- THE BEST OF FAIRFIELD COUNTY LIVING – June 30, 2015 – Taking the Financial Vows – How will you approach finances as a married couple?
- TALK OF THE TOWN – Summer 2015 – Socially Responsible Investing – Link
- VIDEO CLIP – NEWS 12 NJ – Morgan Stanley – Kaboom Playground
- VIDEO CLIP – WABC-TV – Morgan Stanley – Kaboom Playground
- AUDIO CLIP- WINS-AM – Morgan Stanley – Kaboom Playground
- FAIRFIELD COUNTY & WESTCHESTER COUNTY BUSINESS JOURNALS – June 12, 2015 – Column: Lessons in art appreciation and investment
- NJ BIZ – June 7, 2015 – Triple Play: Suzanne M. Akian of Morgan Stanley Wealth Management
- SMALL BUSINESS SOLUTIONS – June 2015 – Foreign Equities Shouldn’t Be a Foreign Venture
- THE EXAMINER – May 27, 2015
Prudent Portfolio: Investing to Capture the Sweet Smell of Financial Independence - LEWISBORO LEDGER.COM – May 18, 2015 – Goldens Bridge resident named to Barron’s 2015 “Top 100 Financial Advisors”
- FAIRFIELD & WESTCHESTER BUSINESS JOURNALS – May 18, 2015 – Column: Economic road signs and the literacy to read them
- 914INC. – May 2015
The Most Impressive Questions To Ask During A Job Interview - BUSINESS NEW HAVEN – April 2015
Spring Brings Signs of Growth in Connecticut - NEW JERSEY BUSINESS – April 29, 2015
Time to Talk About Money With Aging RelativesWeb Link - THE EXAMINER, WHITE PLAINS EXAMINER, NORTHERN WESTCHESTER EXAMINER, PUTNAM EXAMINER – April 21, 2015
Prudent Portfolio: The Junk Car in the Garage May Not Be Junk - FINANCIAL 101 –– 2015 – Start financial education early –
- BC-THE MAGHEALTH –– Spring 2015 – Healthy Finances – Web Link
- FAIRFIELD & WESTCHESTER BUSINESS JOURNALS – March 30, 2015 – Column: When children should talk to parents about money
- VIDEO CLIP- HANRADIO – Joe Matthews of Morgan Stanley discusses his house fire and how to be prepared for disasters
- THE PRESS OF ATLANTIC CITY – March 22, 2015 – Affluent investors confident about New Jersey’s economy
- LEWISBOROLEDGER.COM – March 15, 2015 – Alternative energy looking good to NYC high end investors
- ASBURY PARK PRESS – February 21, 2015 – Internet & Print – What financial plans required for special needs kids?
- NEW JERSEY BUSINESS MAGAZINE – February 8, 2015 – Internet & Print – Triple Play: Surprising poll results of high-net-worth investors in the Tri-State area
- NEW JERSEY BUSINESS MAGAZINE – January 29, 2015 – Internet & Print – IRA Disbursements Post-Mortem; Trusts Can Verify
- THE EXAMINER – January 29, 2015 – Internet & Print – Prudent Portfolio: Moguls, Sharp Turns and Good Conditions All Expected for 2015
- AUDIO CLIP – ANERICA’S NETWORK – January 26, 2015 – Scott Mahoney Interview
- THE COMMERCIAL RECORD January 22, 2015
Room To Grow - YOUR TEEN January/February 2015
Blake Ferrell: The Teenage Years