Kiplinger's Personal Finance
Is Your Pension Still Safe?

Wall Street Journal
Arguing Over Advice


Other Media Appearances

Detroit Free Press, March 23, 2023
GM's white-collar workers face deadline to consider buyout offer from automaker

Detroit Free Press, March 10, 2023
GM puts generous buyout on the table: What salaried workers should consider

Detroit Free Press, January 26, 2023
GM looks to hire tech talent from massive job cuts in Silicon Valley

Detroit Free Press, August 27, 2022
What Ford salaried workers saw as a payout in latest layoffs

NBC 25 News, July 26, 2022
Consumers spend $12 billion dollars a year in credit card penalties

Detroit Free Press, May 21, 2022
Stock market's deep sell-off puts 401(k) investors on edge

Barron's, October 27, 2021
Why Advisors Are Embracing Alternative Investments

Detroit Free Press, November 9, 2020
Dow Jones soars amid news of 90% effective COVID-19 vaccine candidate

Detroit Free Press, October 29, 2020
Fiat Chrysler reports $1.4B net profit in third quarter

The Wall Street Journal, October 9, 2020
A Buyout Offer Means Doing the Math

Detroit News, August 5, 2020
Ford's Farley rode iconic Ford brands, customer needs to CEO's office

Detroit Free Press, July 29, 2020
Ford took $6B government loan in 2009 - and debt still haunts company

Detroit Free Press, June 11, 2020
Wall Street plunges amid fear of economic fallout, COVID-19 spikes

Detroit News, April 29, 2020
Amid COVID-19 outbreak, Ford signals $5 billion loss for second quarter

Detroit Free Press, April 29, 2020
Analyst says Ford needs to 'rip the Band-Aid off' after $2B loss: What he means

Detroit Free Press, March 16, 2020
The Fed cuts interest rates to near zero to lift economy

Dayton Daily News, March 15, 2020
Local economic impact of coronavirus already in the millions

Detroit News, March 10, 2020
Market plunge raises recession fears

Detroit News, February 28, 2020
Stock market tailspin fuels 401(k) worries

Detroit News, February 6, 2020
Coronavirus major question mark as Detroit 3 project earnings

Detroit Free Press, January 22, 2020
Delta Air Lines, UAW workers to get big bonuses in February

Detroit News, November 12, 2019
Ford shifts past Explorer stumbles

Detroit Free Press, October 29, 2019
GM shows profit of $3 billion in third quarter despite strike

Detroit News, October 29, 2019
GM assembly plants resume production

Detroit Free Press, October 25, 2019
UAW workers will ratify contract with GM. Here's what's next

The Washington Post, October 25, 2019
Workers at 2 big GM plants ratify deal, strike likely to end

Associated Presss, October 25, 2019
Workers at 2 big GM plants ratify deal, strike likely to end

Detroit News, October 24, 2019
UAW strike day 39: Majority of locals approving new GM contract

Detroit News, October 23, 2019
Ford Q3 profits fall 57%, guidance lowered for the year

Bloomberg, October 23, 2019
Ford Cuts Profit Outlook on Higher Incentive, Warranty Costs

Detroit Free Press, October 16, 2019
A UAW-GM deal could bring big bonus, raise. Here's what to do with the money

Detroit Free Press, October 11, 2019
Young women feel left out of investment jobs. Here's what a group is doing about it

Detroit Free Press, October 01, 2019
Ford reveals joint venture with Mahindra valued at $275 million

Dayton Daily News, September 24, 2019
Hundreds of local workers caught up in UAW strike

Fortune, September 21, 2019
s a Recession Coming - or Are We Talking Ourselves into One?

Dayton Daily News, September 15, 2019
UAW authorizes strike against GM: Here's what it could mean for Dayton

Dayton Daily News, September 12, 2019
A long strike against GM could affect hundreds of local workers

Detroit Free Press, August 27, 2019
China exit would wreak havoc on GM sales figures

USA Today, July 31, 2019
How to handle your money after you're laid off

Reuters, July 31, 2019
GM faces declining sales and price wars in largest markets

Detroit Free Press, July 25, 2019
Ford profit hit by $1.2B in special charges

Fortune, June 19, 2019
Market May Be Hitting the Dreaded 'Triple Top'-a Red Flag to Investors

Detroit Free Press, May 30, 2019
Make these financial moves if you've lost your job

Detroit Free Press, May 29, 2019
FCA can gain clout with Renault merger

Kiplinger's, May 9, 2019
What to do if you have to retire early

Detroit Free Press, May 8, 2019
GM spin-off is now worth $19 billion

Detroit Free Press, April 26, 2019
Ford made bold decision to stop making sedans: How it's working out 1 year later

The Detroit News, April 24, 2019
Earnings report critical for Ford CEO

The Detroit Free Press, April 16, 2019
Talk of an FCA merger heats up

Detroit Free Press, March 21, 2019
Breaking Ford tradition, Amazon veteran brings tech views to CFO role

Dayton Daily News, March 17, 2019
Once a 'Little Detroit,' Dayton region has two of final five GM sites in Ohio

The Detroit News, March 13, 2019
Ford to continue salaried layoffs through spring

Detroit Free Press, February 24, 2019
Ford CEO confident as anxiety escalates

Detroit Free Press, February 15, 2019
CFO Shanks is retiring from Ford

Detroit Free Press, February 10, 2019
Avoid these mistakes if laid off from GM

Detroit Free Press, February 6, 2019
GM factory workers get $10,750 in profit sharing; company earnings slip

Detroit Free Press, February 1, 2019
GM expected to start cutting 4,000 white-collar workers Monday

The Detroit News, February 1, 2019
GM to start laying off 4,000-plus salaried workers Monday

Automotive News, February 1, 2019
GM expected to begin thousands of salaried job cuts next week

Detroit Free Press, January 28, 2019
Ford, GM face another restructuring, but this time they are profitable

The Detroit News, January 26, 2019
Ford plays catch-up in bid for respect

The Detroit News, January 17, 2019
Ford planning a battery-electric F-150

Detroit Free Press, January 10, 2019
Ford plans 'significant' job cuts throughout Europe

Automotive News, December 10, 2018
Fast-rising CFO leads fast-moving restructuring

Barrons, November 28, 2018
GM is on the Right Road Despite Trump's Ire

The Detroit News, November 29, 2018
GM moves raise questions for Ford

Barrons, November 28, 2018
GM is on the Right Road Despite Trump's Ire

Detroit Free Press, November 28, 2018
Ford more generous with exit package than GM

The Detroit News, November 27, 2018
Barra's tough call positions carmaker for the future

Detroit Free Press, November 13, 2018
As GM buyout deadline looms, here are 5 questions to ask

Detroit Free Press, November 03, 2018
Considering GM's buyout offer? 3 things to know

Detroit Free Press, October 31, 2018
Diesel scandal a drag on FCA profit

Bloomberg, October 31, 2018
GM Shows Money Can Be Made in the Boring, Old Car Business

Barrons, October 30, 2018
Auto Makers Have Much Riding on Midterm Elections

Automotive News, October 30, 2018
GM, future-minded, has nagging near-term challenges

Detroit Free Press, September 25, 2018
Stock pitch competition heads to U-M

Detroit News, July 25, 2018
FCA reports record Q2 earnings as Marchionne mourned

Detroit Free Press, April 26, 2018
General Motors reports net profit of $1.1B in first quarter

The Detroit News, February 23, 2018
Ford shifts more execs as demand for a plan grows

The Detroit News, February 6, 2018
GM reports $3.9 billion loss for 2017

Detroit Free Press, February 6, 2018
General Motors made $12.8 billion pre-tax in 2017, workers get $11,750 checks

Automotive News, February 5, 2018
Hurt on the Street

Barron's, February 3, 2018
Elon Musk's New Pay Deal Sets the Wrong Targets

MarketWatch, January 29, 2018
GM earnings: Will the good times keep on rolling?

The Detroit News, January 26, 2018
Fiat Chrysler Chief Aims to Beat Ford Earnings in 2018

The Detroit News, January 25, 2018
Ford reports $7.6B profit in 2017, up 65%

Automotive News, November 17, 2017
Musk reopens fundraising playbook to launch Semi, Roadster

Financial Advisor, November 16, 2017
Four Firms Honored By Schwab

Bloomberg Industry Week, October 26, 2017
Ford's F-Series Riches Provide Leverage for Turnaround Bid

Detroit Free Press, June 16, 2017
Jumping too quickly at Ford buyout could prove to be a mistake

MarketWatch, May 18, 2017
Trump's turmoil won't kill the stock market

Detroit News, April 27, 2017
FCA's churn to profitability gaining credibility

Detroit Free Press, April 26, 2017
Fiat Chrysler quarterly profits rise 34% to $698 million

Detroit News, April 26, 2017
Ford profits fall 35% in first quarter

Associated Press, April 26, 2017
FCA profit up 34% for quarter

Detroit Free Press, February 5, 2017
Will autoworkers save or spend bonus checks?

Detroit News, October 26, 2016
Caution slips into carmaker optimism

Detroit Free Press, October 22, 2016
Rough economic road ahead for Detroit 3? How well are they prepared?

MarketWatch, October 14, 2016
While other energy companies get put over a barrel, Total S.A. looks ahead

USA Today, July 29, 2016
Why Ford is talking like auto sales have peaked

MarketWatch, July 21, 2016
When it comes to banks in Europe, where there’s smoke, there’s fire

Detroit News, July 21, 2016
Toyota fuels science center's 'Bid Idea'

Detroit Free Press, July 20, 2016
GM likely to say it made more in 2nd quarter

Detroit News, June 24, 2016
Average investors shouldn't panic over Brexit storm

Detroit Free Press, June 21, 2016
Automakers, workers could lose if UK leaves EU

New York Times, April 29, 2016
Ford Doubles Profits for a Record Quarter, as Low Prices at the Pump Help Move Pickups

MarketWatch, April 25, 2016
Looking north of the border for a bank with some upside

Detroit Free Press, April 20, 2016
Higher GM Q1 earnings are expected

Detroit Free Press, April 6, 2016
New rules to shine more light on hidden retirement fees

MarketWatch, February 24, 2016
Kimberly Clark proves defense wins championships

Detroit News, February 3, 2016
GM reports record $9.7 billion earnings in 2015

Detroit Free Press, October 27, 2015
Ford earnings double after key products boost profits

Detroit Free Press, October 8, 2015
The waiting game for FCA, UAW

USA Today, August 24, 2015
How's that 401(k) working out? Some things to think about

Detroit Free Press, August 24, 2015
Wall Street partly bounces back from 1,000-point drop

Dayton Daily News, August 20, 2015
What you need to know about stock market drop

Detroit Free Press, August 19, 2015
How's that 401(k) working out?

MarketWatch, July 27, 2015
Forget crude itself, refiners are the place to make money

Detroit News, April 28, 2015
Ford to release first-quarter earnings

Chicago Tribune, April 28, 2015
Ford profit misses estimates on higher-than-projected tax rate

TheStreet, March 27, 2015
Young Investors Should Hope for a Pullback Sooner Rather Than Later

MLive, March 25, 2015
Grand Blanc businessman hosting Detroit investment event featured by CNBC

Detroit Business, February 23, 2015
Student Investment Conference in Detroit to Include Live Broadcast on CNBC

Detroit News, January 30, 2015
Southfield supplier Lear Corp. posts 9% revenue boost

TheStreet, January 27, 2015
Earnings Weigh on Stocks, Headwinds Emerge From Strong U.S. Dollar

MarketWatch, January 08, 2015
Making the case for financials in 2015

Detroit Free Press, January 04, 2015
Big names on Wall Street heading to Detroit conference

The Oakland Press, January 02, 2015
Investment education symposium offering scholarships for free registration to students

Detroit Free Press, January 01, 2015
Wall Street shook investors with new records for the Dow

Bloomberg Businessweek, December 18, 2014
Prudential Piles on the Corporate Pensions

MarketWatch, December 02, 2014
Santa’s new sleigh is built Ford tough

CNBC, November 07, 2014
Get risk-on into year end: Mainstay advisor

Wall Street Journal, November 03, 2014
Pimco Upheaval a Quandary for Retirement Plans

CNBC, October 24, 2014
Annuities for retirement: Good or bad idea?

Detroit News, October 24, 2014
Ford posts $1.2 billion Q3 profit

Crain's Detroit Business, October 01, 2014
Experts to share outlooks with students at Engage investment conference at Cobo

Associated Press, July 27, 2014
GM and Ford Had Different Second Quarter Results

Detroit News, July 24, 2014
$1.2B hit to GM earnings expected

Detroit News, July 22, 2014
Ford's second-quarter earnings up 6.3%

USA Today, May 01, 2014
Ford goes from Mr. Miracle to his polished protégé

MarketWatch, May 01, 2014
Don't go away, just diversify in May

Detroit Free Press, April 27, 2014
From Mr. Miracle Mulally to polished protégé Fields: Ford's changing of the guard

Detroit News, April 25, 2014
Ford not expected to match last year's quarterly earnings

Detroit News, April 23, 2014
GM: Thousands of ignition repair kits sent to dealers

Reuters, April 17, 2014
YOUR PRACTICE-Helping clients choose annuities or lump sums

Financial Times, March 25, 2014
Show Clients the Bonanza of Postponing Social Security

CNBC, March 24, 2014
Will the next gen of Wall Street be more ethical?

MarketWatch, March 03, 2014
With WhatsApp deal, Facebook is all grown up

Detroit News, February 8, 2014
Firms hope auto bonuses boost sales

MarketWatch, February 3, 2014
Tame the indexes with a market-neutral approach

University of Dayton, January 31, 2014
Learning From The Pros

The New York Times, January 28, 2014
Tax Gains in Europe Lift Profit 90% at Ford

Detroit News, January 28, 2014
Ford's profit up 26% in 2013

Bloomberg, January 15, 2014
GM Forecasts Modest Profit Boost in 2014 From New Models

Detroit News, January 14, 2014
GM will issue 30-cent quarterly dividend, names Stevens CFO

Dayton Daily News, January 12, 2014
RISE conference brings financial leaders to Dayton

Detroit News, December 16, 2013
Carmakers, suppliers surge on market

MarketWatch, November 3, 2013
The play for November is risk on

CBS, October 30, 2013
Strong North American Earnings Boost GM In Third Quarter

USA Today, October 24, 2013
Ford reports $1.3B net for Q3, raises guidance

Detroit Free Press, October 24, 2013
Ford makes $1.3 billion in quarter, October 23, 2013
Ford expected to report solid Q3 financial results

MarketWatch, October 1, 2013
How to find financial advice you can trust

Investment News, September 1, 2013
Paying more upfront

Reuters, August 22, 2013
TD Ameritrade Institutional Awards Scholarships to Foster New Generation of Financial Planners

Reuters, August 2, 2013
Reassuring clients during municipal meltdowns, August 1, 2013
Genesee County postpones $53 million bond sale following Detroit's bankruptcy filing

Bloomberg, July 26, 2013
Detroit's 86-Cent Water Debt Seen Delivering Profit: Muni Credit

University of Dayton, June 19, 2013
A Leader for Rise, June 16, 2013
Analyst: Chrysler pension freeze consistent with nationwide trend

XJTLU Echo, April 19, 2013
School students to participate in the University of Dayton RISE Financial Forum, April 4, 2013
Grand Blanc CEO delivers opening remarks at world's largest student investment conference in Dayton, Ohio

Dayton Daily News, April 1, 2013
Finance VIPs RISE at UD Arena

Dayton Daily News, March 9, 2013
Dow's record highs improves investors' outlook

Dayton Daily News, March 1, 2013
Dow flirts with record before dropping at end

University of Dayton, February 27, 2013
A View From The Top, February 16, 2013
Detroit Three earn $12.3 billion in 2012; analysts expect profits to continue, February 15, 2013
European losses, unusual circumstances weigh down GM's 2012 earnings

MarketWatch, February 14, 2013
7 gut checks before the stock market's opening bell, February 14, 2013
Analysts: Expectations high for GM's 2012 Earnings

Wall Street Journal, February 5, 2013
Advisers Brace for Pullback in Stocks

University of Dayton, February 1, 2013
Interning at the Top

Detroit Free Press, January 29, 2013
Ford earns $1.6 billion net in 4Q; average profit-sharing of $8,300

University of Dayton, January 24, 2013
An Economic Expert

Washington Post, January 2, 2013
Best Vehicle Sales Streak Since 1973 Boosts U.S. Dealers

Detroit News, December 20, 2012
GM customers, talent likely to return

MarketWatch, December 3, 2012
Can Santa's sleigh scale the fiscal cliff

Detroit Free Press, November 1, 2012
30% of GM salaried retirees opted for lump-sum pension

Detroit News, October 8, 2012
Uptick in taxes not just for rich

Forbes, September 6, 2012
Jumping Out The 401(k) Brokerage Window

Reuters, September 5, 2012
Advice: What to do with that windfall

MarketWatch, September 4, 2012
Looking for yield in all the other places, August 16, 2012
Michigan Powerball winner should spend a little, plan a lot

Men's Health, July 2012
The Money Habits That Hold You Back

Detroit Free Press, July 20, 2012
White-collar GM retirees must decide on lump sum

Detroit News, July 19, 2012
Time for salaried GM retirees to make buyout decisions

Detroit News, July 18, 2012
GM pension decision looms

Wall Street Journal, June 23, 2012
What Your 401(k) Costs...Sort of

Lansing State Journal, June 23, 2012
GM lump-sum payouts leave retirees with questions

Detroit Free Press, June 16, 2012
Lump-sum pension questions, answers

Detroit Free Press, June 14, 2012
Lump-sum pension offer a tough call for General Motors, Ford retirees

Wall Street Journal, June 8, 2012
Taking Your Lumps—or Not

FOX Business, June 7, 2012
Are GM-Like Pension Offers a Good Deal?

Reuters, June 5, 2012
Stern Advice: Are GM-Like Pension Offers a Good Deal?

MarketWatch, June 4, 2012
Go away in May, come back in June

Detroit Free Press, June 2, 2012
Take a GM pension or lump sum? Do the math

Flint Journal, June 1, 2012
Adviser: Look carefully at GM pension offer

CBS, May 16, 2012
GM Gets A "Buffett Bounce"

Detroit News, April 28, 2012
Ford may buy out retiree pensions

Detroit Free Press, April 28, 2012
Ford's lump-sum pension offer is tempting, but run the numbers first

Forbes, April 27, 2012
Ford Offers Retirees A Bag Of Cash To Go Away

SmartMoney, April 23, 2012
How the Auto Industry's Tune-Up Can Help Your Portfolio

Dayton Daily News, March 26, 2012
UD investing conference draws experts

Detroit Free Press, March 11, 2012
Many auto workers look to hang onto bonuses

Detroit News, March 10, 2012
Retiring Ford workers to get payout option

Detroit News, March 1, 2012
Big 3 can't afford to rest on laurels

MarketWatch, March 1, 2012
3 BRICs for March

Detroit Free Press, February 26, 2012
White-collar GM workers to see pensions pinched

Financial Advisor, February 8, 2012
Social Media Talk Of TD Ameritrade Conference

Washington Post, December 2, 2011
Government pension agency braces for American Airlines bankruptcy

MarketWatch, December 1, 2011
Hope and fear head fakes

Wall Street Journal, November 30, 2011
Filing Puts Pension Benefits at Risk

MarketWatch, September 7, 2011
You can still get 7% some places

CNBC, August 23, 2011
Market 'Getting Ahead of Itself' with Easing Hopes: Strategist

Richmond Times-Dispatch, August 23. 2011
Weathering turbulent markets with prudence and patience, July 17, 2011
Investors idolize financial Hall of Famers

MarketWatch, July 1, 2011
How to play the twin sovereign debt crisis

MarketWatch, June 1, 2011
How to invest for the end of QE2

Wall Street Journal, April 9, 2011
Hidden Risks in Target Funds

MarketWatch, April 4, 2011
Global turmoil calls for hedging oil

Wall Street Journal, April 4, 2011
Numbers You Can’t Count On

University of Dayton, March 31, 2011
Redefining Investment Strategy Education Symposium

MarketWatch, March 1, 2011
Sowing the seeds for growth

Financial Planning, February 7, 2011
Top Guns: Three of Industry's Best Advisors Share Insights

Oakland Press, February 11, 2011
Delphi retirees could see more expensive health care coverage if Congress doesn't extend credit

SmartMoney, February 9, 2011
Will a New Hedge-Fund Rule Lock You Out?

MarketWatch, January 27, 2011
GM withdraws $14.4 billion in loan requests

Richmond Times-Dispatch, November 28, 2010
Active Fed, conservative Congress to pave uncertain way

Forbes, July 8, 2010
Why Investment Choices In Your 401(k) Might Change

Financial Advisor, June 4, 2010
New 401(k) Rule Could Necessitate More Advice

Advisors4Advisors, April 8, 2010
Growing By Going Against The Grain

The Boston Globe, April 7, 2010
GM ready to repay govt loan, sees chance of profit

Detroit News, February 15, 2010
IRS helps cover health care costs

Financial Advisor, January 4, 2010
Advisor Ring In New Clients

MarketWatch, November 13, 2009
Timing the cycle

Wall Street Journal, November 3, 2009
A Financial Adviser Bucks Star Power

Kiplinger's Success with Your Money 2009
Is your pension safe?

Dow Jones Newswires, September 3, 2009
Pension Crisis Likely To Hit Taxpayers Eventually

Dow Jones Newswires, August 31, 2009
Small Wonders

Wall Street Journal, July 23, 2009
Delphi Gets $6.2 Billion Bailout of Pensions

Detroit Free Press, July 23, 2009
Delphi's pension shift to U.S. riles, worries retirees

Oakland Press, July 23,2009
Feds take control of Delphi pension funds

Flint Journal, July 23, 2009
Blow to Delphi retirees

Oakland Press. July 10, 2009
GM emerges from bankruptcy; analysts optimistic about future

Bloomberg, June 23, 2009
GM to Shed About 4,000 U.S. Salaried Jobs by Oct. 1

Detroit Free Press, June 5, 2009
Advice: Are you ready to retire?

Dow Jones Newswires Columnist, May 27, 2009
Adviser Fights Fear About GM With Fact

Detroit Free Press, May 18, 2009
Q & A with Susan Tompor

Wall Street Journal, May 4, 2009
When Safe Places No Longer Feel So Safe

Dow Jones Newswires, April 21, 2009
Getting Personal: Auto Bankruptcies Could Hurt Pensioners

Dow Jones Newswires, April 16, 2009
Getting Personal: Your Co's Stock Isn't Necessarily A Bargain

Wall Street Journal, April 13, 2009
Wealth Manager - Seven Questions to Ask When Picking a Financial Advisor

Dow Jones Newswires, March 13, 2009
Getting Personal: Executives Consider Company Buyouts

Kiplinger's Personal Finance, March 2009
Is Your Pension Still Safe?

Dow Jones Newswires, February 27, 2009
Practice Management: Raise Your Credibility Quotient

Flint Journal, February 17, 2009
Workers ponder buyouts on GM D-Day

Chicago Tribune, February 8, 2009
Investors can reap benefits of stimulus package

Reuters, December 30, 2008
GMAC bailout could give Cerberus a floor and exit

Reuters, December 17, 2008
Chrysler Shuts plants, Bush weights bailout pleas

Reuters, December 12, 2008
Japan's automakers at risk if Detroit Fails

Detroit News, December 11, 2008
Reduced debt request in auto bailout amendment a tough sell

Forbes, November 6, 2008
GM Workers' Risky Savings Plan

Detroit Free Press, October 19, 2008
Stock market bears down on recent retirees' dreams

Flint Journal, August 30, 2008
GM starts offering salaried buyouts

Detroit News, August 30, 2008
GM offers more buyouts

Grand Rapids Press, August 30, 2008
GM offers more buyouts to 8,000 salaried workers in Michigan

Bloomberg, August 29, 2008
GM Offers Early Retirement to 9,000 Salaried Workers

Oakland Press, August 3, 2008
GM upbeat about cash

Detroit News, August 2, 2008
GM Loses $15.5B as industry sales dive, August 1, 2008
Double dose of bad news for GM, August 1, 2008
General Motors Swings To A Massive Second Quarter Loss

Chicago Tribune, July 27, 2008
In election, markets will be winner

Flint Journal, July 18, 2008
GM retirees fear what's next

Detroit News, July 17, 2008
White-collar Chrysler retiree group looks to protect benefits

Detroit News, July 16, 2008
Dividend's end inevitable, experts say

Grand Rapids Press, July 13, 2008
Bear market has another six months to go, investment experts say

Detroit News, July 1, 2008
Make buyout worth it

Chicago Tribune, May 4, 2008
Consider financial future before accepting buyout

Detroit News, May 1, 2008
GM to cut more after $3 billion loss, May 1, 2008
Strike, gas prices hurt GM earnings

Associated Press, April 29, 2008
Weak earnings expected to pile on the trouble at GM

Detroit News. April 24, 2008
Ford: $100 million first-quarter profit

Detroit Free Press, April 20, 2008
This high return has high risk

Flint Journal, April 13, 2008
Should they stay or go?

Forbes, February 25, 2008
The Shrinking Lump

Detroit Free Press, February 24, 2008
Consider tax-deferred options for buyout cash

Detroit News, February 21, 2008
A chance comes knocking

MarketWatch, February 20, 2008
4 things to consider before accepting buyout

Wall Street Journal, February 20, 2008
How to Value the Buyout Offer

Wall Street Journal, February 17, 2008
Buyout: Take It and Run...or Not?

Detroit News, February 13, 2008
GM sweetens buyout deals

IndyStar, February 13, 2008
Analysts say GM had little choice

Detroit News, January 1, 2008
2007 market is a tale of up and down times

Kiplinger's Success with Your Money 2007
Help yourself to the new retirement

Flint Journal, December 31, 2007
New Year, new tier

Flint Journal, December 19, 2007
GM rolling out new buyouts

Wall Street Journal, December 3, 2007
Arguing Over Advice

Detroit News, November 9, 2007
Ford sees progress despite economy

USA Today, November 9, 2007
Ford loss better then expected; turnaround appears on track

Detroit Free Press, November 8, 2007
GM loss 4th biggest in U.S.

MarketWatch, November 8, 2007
Ford cuts losses, on track to profits in 2009

Detroit Free Press, October 10, 2007
What workers can do now to protect their finances

Christian Science Monitor, October 4, 2007
A rosy scenario for stock market, but will it last?

Flint Journal, September 27, 2007
VEBA adds more certainty to GM's Balance sheet

Wall Street Journal, September 27, 2007
After GM's Labor Pact, It's Time to Kick the Tires

Wall Street Journal, September 1, 2007
401(k) Use Doesn't Add Up

Detroit Free Press, August 1, 2007
GM profit may mask struggles to come

Detroit News, August 1, 2007
GM earns $891M; car blitz up next

USA Today, August 1, 2007
Global strategy pays off in net profit

MarketWatch, July 31, 2007
GM swings to second-quarter profit

Wall Street Journal, July 25, 2007
When a Simpler 401(k) Is Just Dumb

Associated Press, June 28, 2007
Sells Allison Transmission for $5.6B

IndyStar, June 28, 2007
GM selling Allison unit for $5.6B

Reuters, June 28, 2007
GM selling Allison for $5.6 Billion

Detroit Free Press, June 24, 2007
Hard Path for Delphi workers

Wall Street Journal, June 21, 2007
Getting Personal: Financial Planning Before The Buyout, June 20, 2007
Delphi deal with UAW, GM reportedly on tap

Kiplinger's Retirement Planning, 2007
Create a pension backup plan

Forbes, May 22, 2007
The New 401(k):A Guide for Users

Flint Journal, May 15, 2007
Some local workers optimistic about sale

Dow Jones Newswires, May 14, 2007
Automotive Sector Rallies on Chrysler, Ford news

MarketWatch, April 19, 2007
GM, Delphi 401(k) changes mean fewer, but cheaper options

Detroit Free Press, April 19, 2007
GM will offer employees fewer options for their 401(k)

Dow Jones Newswires, April 19, 2007
GM, Delphi 401(k) changes mean fewer, but cheaper options

Saginaw News, April 19, 2007
Delphi Energy Leaders receive update

Flint Journal, April 2, 2007
Buying in to a buyout

MarketWatch, March 22, 2007
A brave new retirement world

Washington Post, March 15, 2007
GM posts Fourth-Quarter profit

Detroit News, March 14, 2007
GM gains, faces pains

MarketWatch, March 14, 2007
GM swings to profit, subprime losses weigh

Reuters, March 14, 2007
GM swings to profit but falls short of estimates

Detroit Free Press, February 25, 2007
Don't count on house for retirement cash

Detroit Free Press, February 17, 2007
Will GM buy Chrysler? No one's telling

MarketWatch, February 14, 2007
Zetsche legacy at stake as Daimler Chrysler Wilts

Detroit News, February 9, 2007
1,000 salaried jobs to go

Livonia Observer, January 28, 2007
Livonia plant union honored for volunteerism

Detroit Free Press, January 24, 2007
U.S. carmakers face crucial year in fixing losses

Detroit Free Press, December 2, 2006
New GM raider not likely

Detroit News, October 26, 2006
Shifting Fortunes

MarketWatch, October 25, 2006
General Motors narrows third-quarter loss

Detroit Free Press, October 6, 2006
Ford Motor not jumping on alliance bandwagon

Grand Rapids Press, September 21, 2006
Autoworkers hear advice on buyouts

Detroit Free Press, September 6, 2006
Bill Ford: Automaker's biggest problem is 'lack of confidence'

Grand Rapids Press, September 6, 2006
Seminar shows how to use buyout money wisely

Detroit News, September 6, 2006
Analysts: Ford chief may hit bumps

Financial Advisor, September 6, 2006
Pensions: Lump Sum or Annuity

USA Today, August 24, 2006
Urge to go private picks up steam

Flint Journal, August 5, 2006
Retirement focus of free seminar

Wall Street Journal, August 3, 2006
Bill to Aid 401(k) Investors Raises Bias Concern

Detroit News, August 2, 2006
GM's 2Q loss rises by $200M

Detroit News, July 28, 2006
Chrysler stalls: big loss looming

Detroit Free Press, July 27, 2006
Financial Results: Chrysler unit may report weak profit

Detroit Free Press, July 19, 2006
Automakers continue to struggle

Chicago Tribune, July 15, 2006
Automaker summit yields few details

Washington Post, July 8, 2006
Talks on alliance approved by GM

USA Today, July 7, 2006
GM board OKs talks with Renault, Nissan

Business Week, July 7, 2006
board backs Wagoner, but...

Detroit News, July 7, 2006
Heat's on GM board

Reuters, July 6, 2006
GM board expected to approve looking into deal

Wall Street Journal, July 1, 2006
Kerkorian proposes GM join Renault, Nissan in alliance

Detroit News, July 1, 2006
Global stunner: Link GM, Renault-Nissan

USA Today, June 30, 2006
Tracinda urges GM to consider Nissan-Renault alliance

Boston Globe, June 30, 2006
Kerkorian urges GM tie-up with Nissan-Renault

Flint Journal, June 25, 2006
GM, Delphi offer yet another choice to workers: Roth 401(k)

MarketWatch, June 24, 2006
Wagoner's rehabilitation in full swing at GM

Flint Journal, June 13, 2006
A new start: Delphi workers consider buyouts

Louisville Courier Journal, May 28, 2006
GM pulls ahead of Ford in race to fix operations

Detroit Free Press, May 7, 2006
Save more to fill pension gap

Dow Jones Newswires, May 3, 2006
Getting Personal: Warm up to a 401(k) even without a freeze

Detroit News, April 26, 2006
Health tab riles DCX retirees

Reuters News Service, April 19, 2006
GM expected to post sixth straight quarterly loss

Investor's Business Daily, April 13, 2006
Restructuring the focus in GM, Ford quarterly results

MarketWatch, April 13, 2006
Restructuring the focus for GM, Ford

Charlotte Observer, April 11, 2006
Cleaning woman not interested in GM's buyout offer

Christian Science Monitor, March 20, 2006
Investors ponder a new 401(k) option; pay taxes now

Dow Jones Newswires, March 15, 2006
2nd UPDATE: Chrysler Salaried Staff Health Costs To Rise

Flint Journal, March 8, 2006
GM freezes salaried pensions

Flint Journal, March 8, 2006
Workers: Take control of financial future

Kokomo Tribune, March 2, 2006
GM and Delphi to add 401(k) options

Detroit News, February 28, 2006
GM to offer Roth 401(k) plan

Hispanic Business, February 27, 2006
Workers offered Roth 401(k)s

USA TODAY, February 27, 2006
Workers offered Roth 401(k)s

NBC 9 News, Denver, Colorado, February 27, 2006
Workers offered Roth 401(k)s - slowly

Flint Journal, February 27, 2006
Thinking about a Roth 401(k) now might just save a lot later

Dow Jones Newswires, February 6, 2006
UPDATE: GM Takes Step In Turnaround With New Board Member

Dow Jones Newswires, January 26, 2006
GM's 4Q Punctures Confidence, Turns Up Heat On Comeback

MSN Money, January 3, 2006
GM woes can't touch its 401(k) plan

Detroit Free Press, November 30, 2005
Delphi workers' 401(k)s take hit

Billings Gazette, October 7, 2005
Mistake is Delphi workers' windfall

Toledo Blade, October 6, 2005
Calculation error shorts 401(k)s of current, ex-Delphi workers

Milwaukee Journal Sentinel, October 6, 2005
Delphi workers, retirees can gain from 401(k) error

Wall Street Journal, October 5, 2005
Delphi, Fidelity to Fix 401(k) Error

Grand Rapids Press, October 4, 2005
Time running out for Delphi workers to fix bookkeeping goof, save money

Saginaw News, October 2, 2005
Delphi workers worry about benefits

El Paso Times, October 2, 2005
Employee Alert

Oakland Press, October 1, 2005
Mistake could pay off for workers

Flint Journal, August 1, 2005
The big question: When to call in the pros"

Important Consumer Disclosures

Mainstay Capital Management, LLC is an investment advisor registered with the Securities and Exchange Commission. Due to various state regulations and filing requirements, Mainstay and its representatives may only provide investment advisory services in those states in which it is first appropriately registered or otherwise exempt or excluded from registration requirements. The purpose of this website is to provide the public with general information about the services offered by our investment management firm. Mainstay does not render personalized investment advice or services or effect, or attempt to effect any securities transactions, on this website. Our firm continuously monitors its filing requirements in all states, and will provide individualized advisory services only in accordance with various state regulations. Mainstay does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Mainstay's website or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


Disclosure Information - Rankings and Awards

Barron's Magazine - Top 100 Independent Wealth Advisors

According to Barron’s: The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross‐checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality of practice component includes an evaluation of each advisor’s regulatory record. The data is based on one fiscal year (7/1/22 - 6/30/23) and appeared in Barron’s on 9/18/23.

Schwab IMPACT Awards

The Charles Schwab & Co., Inc.’s IMPACT Awards® program recognizes excellence in the business of independent financial advice. Nominees are evaluated and selected by a panel of prominent leaders from both the business world and the financial services industry. Mainstay Capital Management does use Charles Schwab to custody certain client assets, however there was no direct compensation provided to be nominated for this award. Mainstay Capital Management received this annual award on November 15, 2017.