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January 2010 Newsletter

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Featured Media Appearances

Money Market Funds Enter a World of Surprising Risk

with Saxon Birdsong, MBA
   New York Times | September 17, 2008

A clan, a man, a money plan: How to hire a financial planner

with Mark Stinson, MBA, CFP®
   Fortune | June 11, 2008

The Ten Most Dependable Wealth Managers of the Mid-Atlantic

   Forbes | December 7, 2007



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