Interviews & Articles
Interviews With Matthew Tuttle
2019 Interviews & Articles
Why Financial Advisors Need to Understand ESG
Date: September 12, 2019
Link: Catalyst Insights
Understanding ESG Investing
Date: September 12, 2019
Link: Catalyst Insights
A Successful Approach to Tactical Asset Allocation
Date: April 18, 2019
Link: Wealth Management
Oil Jumps 2% on Darkened Venezuela and Bets for Shallower U.S. Tanks
Date: March 26, 2019
Link: Investing
Palladium Peaks Again; Gold Near Month-High Before Retreating
Date: March 21, 2019
Link: Investing
Gold Makes New 1,300 High Before Backing Down as Brexit Cools
Date: March 14, 2019
Link: Investing
2 Reasons Why ESG Investing Is So Popular
Date: March 14, 2019
Link: Forbes
2016 Interviews & Articles
Why the Dow Hitting 20,000 Won't Hurt 401(k)s
Date: December 16, 2016
Link: TheStreet
The Fed Is Going To Raise Rates, And That's OK (For Now)
Date: November 17, 2016
Link: Forbes
US STOCKS-Wall St set for subdued start; Deutsche Bank in focus
Date: October 4, 2016
Link: Reuters
Stocks close sharply higher as tech rises more than 1%; Fed in focus
Date: September 15, 2016
Link: CNBC
Stocks trade lower as health care slides 1 percent
Date: August 24, 2016
Link: CNBC
Wall St. declines as healthcare, materials lag
Date: August 24, 2016
Link: Reuters
Vanguard, the king of passive investing, hops on board the active ETF train
Date: August 17, 2016
Link: InvestmentNews
Jill Malandrino, Market Reporter for Voice of America - VOA speaks with Matt Tuttle of Tuttle Tactical Management
Date: August 12, 2016
Link: Nasdaq
All major US stock indexes post record closes; oil rallies
Date: August 11, 2016
Link: CNBC
Oil up 3 percent on OPEC speculation as glut grows
Date: August 8, 2016
Link: Reuters
UPDATE 5-Oil recovers after slide, eyes on glut before U.S. data
Date: August 3, 2016
Link: CNBC
Oil down 2 percent; July to be worst month in a year for U.S. crude
Date: July 28, 2016
Link: Reuters
Wall Street declines as earnings take centre stage
Date: July 26, 2016
Link: Reuters
5 Things To Look For During Earnings Season
Date: July 22, 2016
Link: Forbes
Are Markets Hooked on Low Rates?
Date: July 20, 2016
Link: U.S. News
Could the Dow Jump Up Another 400 Points by Year-End?
Date: July 14, 2016
Link: TheStreet
Investors Beware of the Sleeping Bear
Date: July 11, 2016
Link: U.S. News
Why Brexit Will Cause A Huge Breakout On Wall Street
Date: July 8, 2016
Link: Forbes
Bulls vs bears: Two arguments for stocks in the second half
Date: July 1, 2016
Link: CNBC
Community Spotlight: Matthew Tuttle
Date: June 28, 2016
Link: Harvest Exchange
Brexit Will Make Your Gas Cheaper This July 4th
Date: June 24, 2016
Link: TheStreet
Brexit: The Straw That Breaks The Bull Market's Back
Date: June 24, 2016
Link: Forbes
US STOCKS-S&P 500 futures slump after Britons vote to leave EU
Date: June 24, 2016
Link: Yahoo! Finance
Strategy Shares debuts two actively managed ETFs on NYSE
Date: June 23, 2016
Link: ETF Strategy
ETF Watch: New Firm 'Strategy Shares' Debuts
Date: June 21, 2016
Link: ETF.com
Animal Hospital Chain VCA Profits From A Pet-Loving Public
Date: June 17, 2016
Link: Investor's Business Daily
S&P, Dow poised for worst losing streak since August
Date: June 16, 2016
Link: Reuters
New Commodity Super Cycle?
Date: June 8, 2016
Link: Forbes
The Fed's Problem In 3 Charts And Why It Is Bullish For Stocks
Date: June 6, 2016
Link: Forbes
How to Pick and Choose the Best Mutual Funds
Date: May 17, 2016
Link: Yahoo Finance
George Soros Sells Stocks, Buys More Gold, Why Investors Should Care
Date: May 17, 2016
Link: Forbes
Macy's Gets Burned As Retail Stocks Slammed In Their Worst Day All Year
Date: May 11, 2016
Link: Forbes
Japanese Stocks Tumble as Exporters Retreat Amid Stronger Yen
Date: May 1, 2016
Link: Bloomberg
Fed Could Refrain from Raising Rates Again in 2016
Date: April 29, 2016
Link: MSN
Investors Shift Away from Tech, Go Back to Basics
Date: April 28, 2016
Link: Voice of America
Wall Street set for muted open as investors assess earnings
Date: April 21, 2016
Link: Business Insider
PreMarket Prep for April 12: Alcoa and Perry Ellis report; Juniper slashes guidance
Date: April 12, 2016
Link: Benzinga
Biotechs Trying To Bottom And That's Bullish For The Market
Date: April 6, 2016
Link: Forbes
How the Fed’s Actions in April Will Impact Stock Market Returns
Date: April 4, 2016
Link: TheStreet
US STOCKS-Wall St set for flat open as choppy quarter ends
Date: March 31, 2016
Link: Reuters
Wall Street falls as ECB's Draghi signals end to rate cuts
Date: March 10, 2016
Link: Reuters
The Bull Market Turns 7, Now What?
Date: March 9, 2016
Link: Forbes
S&P, Nasdaq post first 3-month losing streak since 2011
Date: February 29, 2016
Link: CNBC
Wall Street Higher Even As Chinese Stocks Plunge
Date: February 25, 2016
Link: Forbes
Stocks End Mostly Flat In Choppy Trade; Yellen Eyed
Date: February 9, 2016
Link: CNBC
PreMarket Prep Follow Up
Matthew Tuttle is interviewed on Benzinga Pre Market Prep about the state of the market.
Date: February 2, 2016
Link: SoundCloud
Oil fuels 'schizophrenic' rebound on Wall Street
Date: January 26, 2016
Link: Reuters
These Signs Will Mark The Bottom For The Stock Market
Matthew talks to Marketwatch about what to look for in a stock market bottom.
Date: January 22, 2016
Link: MarketWatch
2015 ETF.com Awards Finalists Announced
The Tuttle Tactical Management US Core ETF was announced as a finalist for the 2015 ETF.com award for the best new asset allocation ETF for 2015.
Date: January 19, 2016
Link: ETF
Gen X-ers and Millennials Should Refrain from Buying Bonds Even in a Downturn
Matthew is quoted in an article for TheStreet.com about how bonds really can't protect portfolios from steep market declines.
Date: January 19, 2016
Link: TheStreet
Twitter Inc. (TWTR) Stock Hits 52 - Week Low After Global Service Outage
Date: January 19, 2016
Link: IBT
Could the Dow Hit 12,000?
Date: January 15, 2016
Link: TheStreet
How To Protect Yourself From The Coming Bear Market On Wall Street
Matthew Tuttle is interviewed in Forbes about how to protect yourself from coming bear market.
Date: January 15, 2016
Link: Forbes
Why This Volatility Could Help Your Retirement Portfolio
Date: January 14, 2016
Link: TheStreet
Safe Sectors To Purchase Stocks In The Aftermath Of The Global Sell-Off
Date: January 9, 2016
Link: TheStreet
Investors Should Avoid Selling Stocks to Protect Retirement Portfolios
Date: January 8, 2016
Link: TheStreet
Investors Who Sold This Week Should Jump Back Into Market
Date: January 8, 2016
Link: TheStreet
How Facebook INC. (FB) Could Win 2016 With Mobile Apps, Virtual Reality and Global Expansion
Date: January 5, 2016
Link: IBT
2015 Interviews & Articles
Indexes Open Lower on Last Day of Year
Date: December 31, 2015
Link: Reuters
Here's An ETF First: Spy Beating RSP
Date: December 24, 2015
Link: ETF
Dow Closes Up Triple Digits, S&P Green for Year as Energy Leads
Matthew Tuttle quoted on CNBC.com about today's stock market action.
Date: December 23, 2015
Link: CNBC
US STOCKS - Indexes set to open slightly higher; GDP tops view
Matthew Tuttle is quoted in Reuters about what will be driving the market today and the rest of the week.
Date: December 22, 2015
Link: Reuters
The long wait is over at Bombardier
Date: December 18, 2015
Link: BNN
The decision to Janet Yellen, question of credibility
Matthew Tuttle's quoted in Spain.
Date: December 18, 2015
Link: GestionaTudinero
Is a Santa Claus Rally Comin' to Town?
Mathew talks about a Santa Claus rally for the Street.com
Date: December 17, 2015
Link: TheStreet.com
Fed raises rates for first time in nine years
Where To Invest When The Fed Raises Rates
Matthew Tuttle is quoted in Forbes about how to invest if the Fed raises rates.
Date: December 15, 2015
Link: Forbes
Financials, energy drive indexes higher; Fed meet eyed
Matt Tuttle comments on the Fed.
Date: December 15, 2015
Link: Reuters
Matthew Was Interviewed on Benzinga Pre Market Prep to Talk About The Current Market Environment.
Date: December 4, 2015
Link: Benzinga
Yahoo! Inc. (YHOO) In Play: 'Hip' Blogging Site Tumblr Could Be Hidden Gem That Seals A Deal
Date: December 3, 2015
Link: International Business Times
The Current Market Environment and Implications for Tactical Asset Allocation
Date: November 20, 2015
Link: Morningstar
Dow Jumps 240+ after FED Minutes Land
Matthew Tuttle comments on the Fed minutes.
Date: November 18, 2015
Link: CNBC
It's Not All Good In Social Media Land
Matthew commented on social media stocks for Benzinga.
Date: November 5, 2015
Link: Benzinga
Traded funds, the financial instrument fashion
Date: November 5, 2015
Link: Gestiona Tu Dinero
US STOCKS-Indexes set to open higher as Dec rate hike back on cards
Matthew is quoted in Reuters today talking about how the market will be setting up going into Friday's jobs number.
Date: November 5, 2015
Link: Reuters
Market volatility is actually a good thing for retirement investors
Matthew was quoted in an article about volatility
Date: November 3, 2015
Link: eSignal
Traders brace for Fed, data deluge
Matthew talked to CNBC.com about what to expect in the market for the remainder of the year.
Date: November 3, 2015
Link: CNBC
LinkedIn Corp (LNKD) Q3 2015 Earnings: Professional Social Network Raises Forecast On Strong Revenue Growth
Matthew Tuttle comments on Linkedin's earnings.
Date: October 29, 2015
Link: International Business Times
Municipal Bonds for a Rising-Rate Era
For a Wall Street Journal article on preparing for a potential interest rate rise, Matt compares the value of floating rate bonds to step-up bonds and discusses what he prefers and why.
Date: September 20, 2015
Link: The Wall Street Journal
Emotional Investing Is Hazardous to Your Wealth
For TheStreet.com Matt discusses the value of tactical investing and why, broadly, investors need to manage their emotions.
Date: September 1, 2015
Link: TheStreet.com
Did You Sell on Black Monday? Here's What You Should Do
For Mainstreet.com Matt discusses a major point of behavioral finance, likening an investment mistake to breaking a diet, and how in both scenarios it is not beneficial to wallow in one’s own self-pity, but rather, to dust one’s self off and resume a plan.
Date: August 31. 2015
Link: Main Street
Wild market volatility puts fresh focus on workings of ETFs
Matt is quoted throughout an InvestmentNews article discussing how this week’s market volatility has brought light to inner-workings and potential issues when it comes to trading ETFs, and what can be done.
Date: August 26, 2015
Link: InvestmentNews
How to Choose Large-Cap ETFs to Anchor an Investment Portfolio
For a U.S. News and World report on large-cap ETFs, Matt discusses the value of smart beta and issue with market-capitalization weighted funds.
Date: August 26, 2015
Link: US News
Monday’s Market Plunge Hit Some ETF Investors Hard
For an article in the Wall Street Journal, Matt assuages ETF investor stress by explaining what is behind any trading issues that have plagued ETFs this past week.
Date: August 25. 2015
Link: The Wall Street Journal
What Financial Advisors Are Telling Investors About the Market's Meltdown
Matt gives a technical, down-the-line look at today’s market drop, what he anticipates moving forward, and at what point this weakness will no longer by a buying opportunity in his eyes.
Date: August 24, 2015
Link: US News
What, Me Worry? Why You Shouldn't Panic Amid Market Crash
Matt Tuttle contributes to TheStreet.com for an article discussing the recent drop in equities. Within, he discussed prior highs as indicators, the Fed, and how this exemplifies issues with market timing and buy-and-hold strategies.
Date: August 24, 2015
Link: TheStreet.com
Rebalancing In Favor of Volatility Can Boost Returns in Retirement Portfolio
For TheStreet.com Matt is featured discussing issues when it comes to rebalancing following a timetable, and why one should rebalance in favor of volatility.
Date: August 13, 2015
Link: TheStreet.com
How Should Bond Investors Prepare for Fed Tightening?
For an article in Institutional Investor about finding yield as in light of Fed tightening, Matt staunchly reminds investors that bonds have been in a bull market for 30 years, and that can’t last forever. “There’s nothing on the traditional bond front that I don’t think stinks,” Matt concludes.
Date: August 7, 2015
Link: Institutional Investor
Rising Interest Rates Can Lower Equity Prices
For TheStreet.com, Matt contributes to an article which covers the pending rising interest rate environment every investor, institutional and individual, will soon face. Matt offers commentary on how investor should prepare for this since it’s the first time rates will rise since 2006. Within the article Matt shares, among other things, why the financial sector isn’t the easy investment many managers are touting.
Date: August 4, 2015
Link: TheStreet.com
Rate Hikes, China And More: What The FOMC Will Be Discussing This Week
Matt connects with Benzinga.com writer Ali Hakim to give a fresh, important perspective on issues in Greece, noting that "The real problem with Greece isn't Greece...it's what happens with the European monetary union."
Date: July 27, 2015
Link: Benzinga
Preparing Clients for the Inevitable Correction
Financial Advisor IQ, a subsection of the Financial Times geared specifically towards money managers, sources Matt in an article discussing best practices around client communication, specifically, how to prepare clients for a slowdown or correction in light of market highs and global turmoil.
Date: July 15, 2015
Link: Financial Advisor
Oil Prices Volatile In the Wake of Iran Deal, Prices at Gas Pump Could Dip
In an article for TheStreet.com, Matt discusses how the Iran deal can affect the price of oil, and with that, the market as a whole.
Date: July 14, 2015
Link: TheStreet.com
A Tactical Approach to ETF Investing: Insights with Matt Tuttle
ETF Database, a website acting as one of the premier sources of information regarding ETF investing, features Matt in a Q&A style article discussing his background, TUTT, TUTI, and why he entered the ETF space in the first place.
Date: July 14, 2015
Link: ETFdb.com
ETF Ingenues Learn From Ghosts of Boutiques Past
For Ignites, a Financial Times service which serves as a primary source for the mutual fund industry, Matt discusses exactly why he launched TUTT and TUTI in favor of separately managed accounts.
Link: Ignites.com
How Investors Can Prepare for Greece Vote This Holiday Weekend
For TheStreet.com, Matt contributes to an article discussing best practices around potential volatility from news out of Greece. Within Matt notes, among other things, the value of a tactical approach in situations like these.
Date: July 2, 2015
Link: TheStreet.com
Advisers: Greek Crisis Creating a Buying Opportunity
For an article in the Wall Street Journal, Matt notes why he is buying into weakness caused by Greece’s debt woes, noting that “The market’s oversold; if you look at the trading we’ve been in all year, this puts us at the bottom limit.”
Date: July 2, 2015
Link: The Wall Street Journal
Latest ETF Entrants Following New Playbooks
For a Financial Times article about the newest ETF entrants, Matt discusses TUTT and TUTI and why he thinks ETFs are a better structure for clients than separately managed accounts, noting trade efficiency, ease-of-use, and tax-efficiency.
Date: July 1, 2015
Link: Financial Times
How To Invest In ETFs In The Second Half of 2015
For a Forbes article on ETF investment ideas for the second half of the year, Matt notes the value of the SPDR Barclays Convertible Securites (CWB). "It gives investors the best of both worlds," he states. "In a rising market it looks a lot like a lower volatility stock fund. But it also has a yield of 4.19%. So it is a bond alternative as well."
Date: June 27, 2015
Link: Forbes
4 Reasons Why You're Too Old - Or Too Young - For a Mortgage Loan
For Wise Bread, a website dedicated to helping people live large on a small budget, Matt discusses mortgages and why he actually thinks that they should never be paid off.
Date: June 24, 2015
Link: Wise Bread
7 wise financial habits to learn from our grandparents
Referencing one of his books, Matt lends commentary to MoneyRates.com, discussing why his financially savvy grandparents never focused on only their present needs.
Date: June 23, 2015
Link: MoneyRates.com
A Tactical SMA Ship Enters the ETF Biz
401kWire.com, a subsidiary of investmentwires.com, features TUTT and TUTI and, in an interview with Matt, discusses the value that Tuttle Tactical can bring in terms of broad tactical investing, and specific strategy and tactics.
Date: June 16, 2015
Link: TheMutualFundWire.com
Tuttle Tactical ETF Touts Combination of Capital Gains and Yield
Daily Alts, a news site providing news and information on the liquid alternative sector, posts a feature on TUTI, noting the ETF’s value in today’s low interest environment, and citing Matt’s four uncorrelated tactical models.
Date: June 15, 2015
Link: Daily Alts
All About TUTI: Tuttle's Trend-Following Dividend ETF
ETFReference.com features the Tuttle Tactical Multi Strategy Income ETF (TUTI) with a focus on “trend following 101,” how TUTI can help investors, and, more broadly, Tuttle Tactical’s four models and how they relate.
Date: June 15, 2015
Link: ETF Reference
Ways to Play China's Stock Market
The Wall Street Journal features Matt in an article discussing how to play China’s stock market and why ETFs are a better investment option than individual stocks. Within Matt notes why he likes likes iShares China Large-Cap (FXI).
Date: June 14, 2015
Link: The Wall Street Journal
How to Invest in Momentum
Date: June 4, 2015
Link: Morningstar
Why Retirement Investors Should Ignore Stock Market Highs and Volatility
For an article in TheStreet.com discussing market highs and volatility and how they affect investor sentiment, Matt notes broad issues with general investor complacency noting that investors who want to remain complacent and believe that this time it is different, or those who believe that the most recent past will predict the future will have their heads handed to them.
Date: June 2, 2015
Link: TheStreet.com
Out With Mutual Funds: Should Your Entire Retirement Portfolio Consist of Only ETFs?
For an article in TheStreet.com comparing ETFs and mutual funds, Matt notes the significant advantage of ETFs, citing transparency, price advantages, and lack of penalties.
Date: May 28. 2015
Link: TheStreet
US Stocks Are Little Changed Ahead of The Release of Latest Federal Reserve Meeting Minutes
Matt contributes to an article for the Associated Press, noting the current trend in stock movements. He states that despite major indexes hitting highs, there hasn’t been a notable rally or reason to decline.
Date: May 20, 2015
Link: US News
Stateside: The Shadow of the Next Grizzly
In an article for Fundweb, Matt discusses how the bull market will age out and the value of tactical investment strategies at this time. The Tuttle Tactical Management US Core ETF (TUTT) is highlighted as an example of how investors seeking a one-stop solution can invest using a rules-based approach.
Date: May 13, 2015
Link: Fundweb
Fleet-footed RIAs storm into the active ETF market as fund giants pretzel dough
RIABiz highlights Tuttle Tactical’s recently launched active ETF, the Tuttle Tactical Management US Core ETF (TUTT) and the success it has had in preventing front-running. Matt notes investors would rather invest in the ETF than try to imitate it.
Date: May 11. 2015
Link: RIA Biz
Actively Managed ETFs top $20B in Assets
An ETF Trends article discussing inflow into actively managed ETFs identifies the Tuttle Tactical Management U.S. Core ETF (NasdaqGS: TUTT) as among the new equity-based actively managed ETFs that have found success.
Date: April 30, 2015
Link: ETF Trends
New ETFs On The Block: Tuttle Tactical Management U.S. Core ETF (TUTT)
The ETF Bully features the Tuttle Tactical Management U.S. Core ETF (TUTT) as a New ETF on the Block, noting, among other things, Matt’s prudence and unemotional decision making in times of market volatility.
Date: April 25, 2015
Link: The ETF Bully
What to Invest In After You Have Maxed Out Your 401(k) Contribution
For a planning-centric article on MainStreet.com, Matt notes the very important point that one should always save as much as he or she comfortably can; if a 401(k) is maxed out, then savings into a brokerage account
, even if it is not a tax advantage, is still better than not saving or buying into the wrong financial product.
Date: April 24, 2015
Link: Main Street
The Bull Market in Stocks Is Coming To An End, But Your Portfolio Doesn't Have to Follow
Matt contributes to a MainStreet.com article discussing market highs and the benefits of being prepared while taking into account that it is impossible to predict when a market pullback will happen.
Date: April, 24, 2015
Link: Main Street
How To Purchase Shares of an Exchange-Traded Fund in the Market
Matt lends commentary on how to gauge the value of an ETF and gives tips on buying and selling in terms of what to do, what to avoid, and when to get help from your brokerage firm.
Date: April 23, 2015
Link: Main Street
How To Invest In Bonds When Interest Rates Rise In the Future
For a Mainstreet.com article discussing whether bonds are still a safe haven in the face of rising interest rates, Matt notes the need for preparation and tactical rotation among different bond sectors and how investors can diversify to lower volatility.
Date: April 20, 2015
Link: Main Street
Why the Buy-and-Hold Strategy No Longer Works for Some Retirement Investors
For an article in MainStreet.com, a subsidiary of Jim Cramer’s TheStreet.com, Matt notes a fallacy in the primary buy-and-hold argument, giving readers comprehensive historical proof that it is not an ideal strategy.
Date: April 16, 2015
Link: Main Street
Shares of Tuttle Tactical Management U.S. Core ETF (NASDAQ:TUTT) Sees Large Inflow of Net Money Flow
Street Ledger, a provider of essential news, comments, data, and analysis for the global business community, notes today’s trading action in TUTT. As Matt closes in on more inflows, TUTT is set to be the largest tactical ETF on the market.
Date: April 14, 2015
Link: Street Ledger
High-Yield ETF Options for Income Investors
Matt comments on the slightly complicated current nature of junk bond attraction for an article in ETFTrends.com. He notes that on one hand, higher interest rates could dampen junk bond returns, but on the other hand, a stronger economy can help issuers repay debts.
Date: April 14, 2015
Link: ETF Trends
Time to Buy a Junk-Bond ETF?
Matt contributes to an article in The Wall Street Journal discussing junk bonds ETFs, such as HYG and the SPDR Barclays High Yield Bond. Within, he notes that while both have come down in price lately, investors should proceed with caution due to Federal Reserve expectations.
Date: April 12, 2015
Link: The Wall Street Journal
Exchange issue strikes Merrill Lynch, Vanguard ETF performance
InvestmentNews posts a story about the value of best practices when it comes to trading, in light of a very significant trading exchange glitch. Matt discusses how this affects ETF issuers and strategists, and what he thinks should be done.
Date: April 8, 2015
Link: InvestmentNews
Manage a Portfolio's Risk Exposure with Geared ETFs
For an ETFTrends.com article on managing a portfolio’s risk exposure, Matt notes how leveraged and inverse ETFs can be used as a tactical allocation tool.
Date: April 8, 2015
Link: ETF Trends
Why Dividend Stocks Are Off
Matt submits a bylined perspective article to Morningstar in which he discusses dividend stocks in the face of rising interest rates. He notes comparisons to yield on fixed income and how it affects performance, and where he thinks they are headed in light of economic indicators and upcoming Fed action.
Date: April 7, 2015
Link: Morningstar
Buy One ETF, get a few More With ETFs of ETFs
ETFTrends.com features the Tuttle Tactical Management U.S. Core Exchange-Traded-Fund (TUTT) in an article on the growing number of "ETFs of ETFs". Among other things, the article notes the assets, holdings, and focus on capital appreciation and preservation.
Date: April 7, 2015
Link: ETF.com
Hedge Against Market Turns with Inverse ETFs
Matt’s upcoming participation in a webcast about the use of tactical strategies to combat today’s market challenges is overlaid onto an etftrends.com article discussing the changing market environment and how one can hedge against a potential “shift in the winds.”
Date: April 7, 2015
Link: ETF.com
12 Tech Stocks Investors Should Watch
Date: March 25, 2015
Link: Yahoo Finance
Tuttle Tactical Debuts ETF Industry with U.S. Core ETF (TUTT)
The Tuttle Tactical Management Core U.S. ETF (TUTT) is featured in Zacks.com as a viable option in today’s market. As we are currently in an “old bull” environment, investor sentiment is getting more and more uncertain and, with that, tactical investing is coming to the forefront, with an unemotional, rules-based approach that goes beyond buy-and-hold.
Date: March 15, 2015
Link: Zacks
Why Rolling Over Your Old 401(k) is a Good Move For Your Retirement
Date: March 10, 2015
Link: Main Street
Tuttle Tactical U.S. Core ETF Leads The Burgeoning 'ETF Of ETFs' Space
The Tuttle Tactical U.S. core ETF (TUTT) is noted on SeekingAlpha by blogger Dave Dierking (Stocktwits profile) as a leader in the burgeoning “ETF of ETFs” space. TUTT is recognized as one of the few actively managed ETF of ETFs currently available, providing broad exposure across several asset classes without sacrificing portfolio protection.
Date: March 4, 2015
Link: SeekingAlpha
Beating SPY With Pure Style S&P 500 ETFs
ETF.com posts a feature interview with Matt on the value of tactical investing and smart beta, and the launch of the Tuttle Tactical Management U.S. Core ETF (TUTT). Matt notes his personal investing style and which ETFs harbor his confidence for the current environment.
Date: March 2, 2015
Link: ETF.com
Top Portfolio Products: Vanguard to Launch Alt Fund
In an article from ThinkAdvisor featuring new products and changes, Matt and the new tactical management ETF were a point of interest. The Tuttle Tactical Management U.S. Core ETF (TUTT) was presented in the article as an ETF that aims to provide the opportunity for capital appreciation over the long term, while offering safeguards that strive to protect portfolios from downturns.
Date: March 1, 2015
Link: ThinkAdvisor
New ETF Follows Trends to Diversification
ETF Trends and ETF Database, two primary trades in the ETF space, each note the launch of the Tuttle Tactical Management U.S. Core Exchange-Traded-Fund (Nasdaq: TUTT), mentioning its core investment philosophy and tactical focus.
Date: February 26, 2015
Link: ETF Trends | ETF Database
Advisers Prepare for Changes to Money-Market Funds
Matt lent commentary for an article in The Wall Street Journal Wealth Adviser section on adviser preparation for the coming changes to money market funds. Specifically, the Fidelity Investment plans to convert three of its prime funds--which now invest in corporate debt--to government funds that invest in cash, government securities or repurchase agreements collateralized by government securities. Matt delves into why this is somewhat of a concern, even though he would rather have a government money market fund than something that floats.
Date: February 18, 2015
Link: The Wall Street Journal
Why Auto Enrollment for Your 401(k) Is Not Affected by Market Timing
Date: February 11, 2015
Link: Main Street
Daily ETF Watch: ETFis Plans Income Blitz
Date: February 10, 2015
Link: ETF
When You Need to Sell Your Losing Stocks and Keep the Winners
Date: February 10, 2015
Link: Main Street
ETFs and Other Ways Investors Can Bet on the Drop in Oil Prices
Date: February 1, 2015
Link: The Wall Street Journal
Stop Expecting the Fed to Raise Interest Rates in 2015
Date: January 20, 2015
Link: Banking My Way
The million-dollar bet on a speedy market rally
Date: January 7, 2015
Link: CNBC
2014 Interviews & Articles
Voices: Matthew Tuttle, on Global Investment Performance Standards
Date: December 29, 2014
Link: The Wall Street Journal
Santa Claus Rally Occurring: Investing 100% of Your Retirement Portfolio in S&P 500 Is Right Move
Date: December 24, 2014
Link: Main Street
Investors Must Refrain From Market Timing to Avoid Pitfalls
Date: December 18, 2014
Link: Main Street
Are the markets in a bubble?
Date: November 24, 2014
Link: Fox Business
Taking Stock: Tuttle Says Look for ‘Significant’ Market Moves
Date: November 19, 2014
Link: Bloomberg
With Stocks No Longer Cheap, Investors Reassess
Date: November 16, 2014
Link: CNBC
Should You Beware of Alternative Mutual Funds?
Date: November 12, 2014
Link: U.S. News
The Risks of Two Closed-End Bond Funds
Date: November 9, 2014
Link: The Wall Street Journal
Stocks to Watch: PEP, AAP
Date: October 23, 2014
Link: Fox Business
6 Reasons to Shut Up and Invest
Date: September 30, 2014
Link: Yahoo! Finance
SEC Cracks Down on Wrap Accounts
Date: August 26, 2014
Link: InvestmentNews *Available to subscribers
Is Smart Beta Smarter?
Date: August 8, 2014
Link: Advice IQ
Murray Ruggiero: Mastering Technology
Date: August 4, 2014
Link: PDF
Real Estate's Epic Rebound Starts to Cool
Date: August 2. 2014
Link: The Wall Street Journal
Gold Price Goes 'Haven' Again Friday
Date: August 1, 2014
Link: Barron's
Making Sense of Smart Beta
Date: July 15, 2014
Link: Financial Advisor
ETFs for Investing in Social Media and Gold
Date: June 16, 2014
Link: The Wall Street Journal
Is It Time to Dive Back Into Emerging-Market Bonds?
Date: April 13, 2014
Link: The Wall Street Journal
Seven Bond Strategies for Unusual Times
Date: April 3, 2014
Link: Private Opportunities Club *Available to subscribers
When Cash Is A Better Investment
Date: April 3, 2014
Link: mainstreet.com
How To Profit From The Energy Boom
Date: March 3, 2014
Link: The Wall Street Journal
The Eventual Millionaire: How Anyone Can Be an Entrepreneur and Successfully Grow Their Startup
Date: February 2014
Link: Amazon.com
A Yield Play That Could Bite Back
Date: February 21, 2014
Link: The Wall Street Journal
Advisers Find Values After Market’s Decline
Date: January 30, 2014
Link: The Wall Street Journal *Available to subscribers
Most Irrational Investing Missteps
Date: January 30, 2014
Link: PDF | Main Street
Advisers Grow More Wary of Pimco Funds
Date: January 24, 2014
Link: The Wall Street Journal *Available to subscribers
Retirement Accounts to Get Taper Boost
Date: January 16, 2014
Links: PDF | Main Street
Dow Could Top 19,000 in 2014
Date: January 15, 2014
Links: PDF | Main Street
2013 Interviews & Articles
U.S., Japanese Stocks Soar in 2013
Date: December 31, 2013
Links: PDF | View on Voice of America
Now May Be a Good Time to Buy Preferred Stocks
Date: November 10, 2013
Links: PDF |View On Wall Street Journal
How to Make Money Investing Like Harvard and Yale’s Endowments
Date: August 20, 2013
Links: PDF | Money Q&A
When to Start Playing it Safe with Your Retirement Savings
Date: August 5, 2013
Links: PDF | DepositAccounts
Target Date Funds – On or Off Target?
Date: July 14, 2013
Links: PDF | DepositAccounts
No Strategy is Always Right
Date: June 7, 2013
Links: PDF | *Web posting no longer available
The Anatomy of a Gold Bust
Date: May 28, 2013
Links: PDF | *Web posting no longer available
Is the Economy Really Recovering?
Date: April 30, 2013
Links: Video | Fox Business News
Why High-yielding Muni Bonds are Failing
Date: April 12, 2013
Links: PDF | MarketWatch
Blended Funds Keep Investors Put, but Performance Varies
Date: April 1, 2013
Links: The Wall Street Journal *Available to subscribers
New Bond Funds Guard Against a Crash
Date: April 1, 2013
Links: PDF | Bottom Line
Why the Jobs Data May Feed Stocks’ Record Run
Date: March 31, 2013
Links: PDF | MarketWatch
Top ETFs for Your Retirement Savings
Date: March 29, 2013
Links: PDF | Main Street
Stocks Risk Harder Drop if Fed Hints at Tapering
Date: March 17, 2013
Links: PDF | MarketWatch
Treasuries Gain on Tepid Data, Worries of Less Fed Support
Date: February 21, 2013
Links: PDF | The Wall Street Journal *Available to subscribers
Will Investors Ride the Bull Market?
Date: January 21, 2013
Links: PDF | *Web posting no longer available
2012 Interviews & Articles
Fiscal Showdown Leads Money to Sidelines
Date: December 21, 2012
Links: PDF
How to Use Leveraged and Inverse ETFs
Date: December 19, 2012
Links: PDF | EFT Trends
U.S. Stocks End Higher as Financials Lead Advance
Date: December 17, 2012
Links: PDF | MarketWatch
How to Gain Leverage
Date: December 16, 2012
Links: PDF | The Wall Street Journal
ETF Manager Bets We Avoid the Cliff, Sees Upside in Pacific Rim
Date: November 13, 2012
Links: PDF | Barron's
Advisers In Post-Election Hunt for Opportunity
Date: November 7, 2012
Links: The Wall Street Journal *Available to Subscribers
A Real Estate Primer
Date: October 29, 2012
Links: PDF | The Wall Street Journal
How the Pros Value Stocks
Date: October 12, 2012
Links: PDF | Advice IQ
U.S. Stocks Get ISM Lift, Though Bernanke ‘Taketh Away’
Date: October 1, 2012
Links: PDF | MarketWatch
Why Gold, Silver Prices Could Dive in a Flash
Date: September 28, 2012
Links: PDF | Investor's Business Daily
Study Gives Advisers Bad Wrap
Date: September 9, 2012
Links: Investment News *Available to subscribers
What a QE3 Could Do to Bonds
Date: September 8, 2012
Links: PDF | Barron's
Gold Rally’s for Real, But Will Gains Last?
Date: September 7, 2012
Links: PDF | MarketWatch
Planners Who Deal with Business Owners Can Find it Rewarding
Date: September 1, 2012
Links: Financial Planning
Worries Rise over Hot Bond Play
Date: August 5, 2012
Links: PDF | MarketWatch
Knight Glitch Roils Investors
Date: August 4, 2012
MarketWatch *Content no longer available
International Stock Funds in a World of Hurt
Date: July 2, 2012
Links: PDF | MarketWatch
What You Need to Know About Target Date Funds
Date: June 24, 2012
Links: PDF | DepositAccounts
U.S. Treasury Yields Set New Record Lows
Date: May 30, 2012
The Wall Street Journal *Content no longer available
Eying a New Low in 10-Year Treasury Yield
Date: May 18, 2012
Links: The Wall Street Journal *Available to subscribers
Drilling for Dollars
Date: May 12, 2012
Links: PDF | The Wall Street Journal
U.S. Blue Chips Break Loss Streak; NASDAQ Drops
Date: May 10, 2012
MarketWatch *Content no longer available
Investors Eye Fed Next Week as Job Growth Slows
Date: May 5, 2012
Links: PDF | MarketWatch
ETFs vs. Mutual Funds: The Fee War
Date: April 3, 2012
Links: Bank Investment Consultant *Available to subscribers
A Swan Song for the Bond Market’s Bull Run
Date: March 31, 2012
Links: PDF | The Wall Street Journal
U.S. Treasuries Fight Back with Biggest Gain in Two Weeks
Date: March 21, 2012
Links: PDF | 4-Traders
DOW Logs Sixth Session Win; S&P 500 Ends Lower
Date: March 14, 2012
Links: PDF | MarketWatch
Your Money: Why Investors Still Fear Stocks
Date: March 13, 2012
Links: PDF | Reuters
Drilling for Dollars
Date: March 12, 2012
Links: PDF| The Wall Street Journal
Will Emerging-Market Slowdown Lift Stocks?
Date: March 9, 2012
Links: PDF | MarketWatch
Does an Annuity Belong in Your Retirement Portfolio?
Date: February 11, 2012
Links: PDF| DepositAccounts
The Big Chill
Date: January, 2012
Links: PDF | Palm Spring Life
Those with Jobs Feeling More Secure
Date: January 26, 2012
Links: PDF | MarketWatch
Frugality Advice from Millionaires
Date: January 10, 2012
Links: PDF | Get Rich Slowly
Radio Broadcast Interviews:
Alternative Investments
Date: December 10, 2012
Links: Wealth DNA - 05:00 start
The New Retirement
Date: August 19, 2012
Links: WebTalkRadio - 04:00 start
2011 Interviews & Articles
U.S. Stocks End higher, with Dow Up 1.4% on Week
Date: December 9, 2011
Links: PDF | MarketWatch
Hillenbrand Rises, Google Falls in After Hours
Date: November 28, 2011
Links: PDF | MarketWatch
U.S. Stocks End Lower; DOW Loses 4.8% on Week
Date: November 25, 2011
Links: PDF | MarketWatch
Doubts Reign as Stocks Head into the Holidays
Date: November 6, 2011
Links: PDF | The Wall Street Journal
Independent RIAs More Reticent to Give Up Majority Stakes
Date: October 31, 2011
Links: PDF - SNL Financial
What the Nation Said
Date: October 31, 2011
Links: PDF | Bankrate *Accompanying photo incorrectly labeled as Matthew Tuttle
Registered Investment Advisers Could See Headwinds as Brokers Grow In-house Capabilities
Date: October 25, 2011
Links: PDF - SNL Financial
U.S. Stock Rally Lifts Indexes into Weekly Gains
Date: October 21, 2011
Links: PDF | MarketWatch
U.S. Stocks End Near Session Lows; Dow Loses Nearly 250 Points
Date: October 17, 2011
Links: PDF | MarketWatch
Dow Nears Break-even; What About You?
Date: October 14, 2011
Links: PDF | SmartMoney
U.S. Jobs Data, E.U. Meetings Tease Weary Investors
Date: October 1, 2011
Links: PDF | MarketWatch
Betting Against China
Date: September 19, 2011
Links: PDF | The Wall Street Journal
U.S Stock Rally’s Longevity Depends on Euro, Fed
Date: September 16, 2011
Links: PDF | MarketWatch
Gold, Platinum Ratio Shifts, Hints at Wider Change
Date: September 16, 2011
Links: PDF | MarketWatch
Gold’s Not the Only Safe Haven Commodity
Date: August 19, 2011
Links: PDF | MarketWatch
How Some Investors Dodged the Storm
Date: August 8, 2011
Links: PDF | MarketWatch
How to Survive the Stock Market’s Wild Ride
Date: August 5, 2011
Links: PDF | DailyFinance
Tuttle Shifts to Safety after Rally Fizzles
Date: August 4, 2011
Links: PDF - MorningStar
Foreign Affairs
Date: August 1, 2011
Links: PDF | Financial Planning
Advisers Deluge Investors with Advice Over Debt Crisis
Date: July 28, 2011
Links: PDF | Reuters
Americans Fret About How to Survive a Debt Default
Date: July 27, 2011
Links: PDF | Reuters
U.S. Stocks End lower as Debt-deal Deadline Looms
Date: July 25, 2011
Links: PDF | MarketWatch
Swimming Naked
Date: July 6, 2011
Links: PDF | Official Blog of Dorsey Wright & Associates
Their Own Worst Enemy
Date: July 6, 2011
Links: PDF | The Wall Street Journal
Stock Picking Gets Trickier
Date: July 2, 2011
Links: PDF | The Wall Street Journal
DJ Market Talk: US Stocks Flat; Subdued Expectations For Fed
Date: June 22, 2011
Links: PDF - MorningStar
Unstable Condition
Date: June 20, 2011
Links: PDF | The Wall Street Journal
Speed Bumps Clutter Copper’s Trading Landscape
Date: May 27, 2011
Links: PDF | MarketWatch
Bill Would Require Showing Saver’s 401(k) Balance as a Fixed Monthly Annuity Payment
Date: May 17, 2011
Links: PDF | Pittsburgh Post-Gazette
For Second Home Purchases, Cash is Now King
Date: May 9, 2011
SmartMoney *Content no longer available
Long-Term Care Comes of Age
Date: May 4, 2011
Links: PDF | CNBC
End of the World in 2012? Here’s How to Make a Profit
Date: April 6, 2011
Links: PDF | CNBC
6 Ways to Avoid Common Retirement Planning Pitfalls
Date: April 6, 2011
*Content no longer available
Tips for Navigating Municipal Bond Funds
Date: April 6, 2011
Links: PDF | BankRate
As Fed Debates Inflation Risk, Markets Just Want to Party
Date: April 1, 2011
Links: PDF | CNBC
Advisers’, Investors’ Views Diverge – Surve
Date: March 23, 2011
Links: PDF | The Wall Street Journal
How Harvard and Yale Beat the Market - CDTV.Net
Date: March 18, 2011
*Content no longer available
The Black Swan Hedge: VXX and VHZ in These Volatile Markets
Date: March 15, 2011
Links: PDF | Seeking Alpha
Bonds Funds Gone Wild
Date: March 14, 2011
Links: PDF | MarketWatch
Staying on Top of ETFs
Date: March 9, 2011
Links: PDF | Pittsburgh Post-Gazette
Will your Portfolio Survive the Next Surprise?
Date: March 6, 2011
Links: PDF | The Wall Street Journal
Why Libya is a Buying Opportunity
Date: February 26, 2011
Links: PDF | The Wall Street Journal
As Long as Jobs are Weak, Stocks Can Depend on the Fed
Date: February 4, 2011
Links: PDF | CNBC
How to Move On After the Financial Mistakes of 2010
Date: January 27, 2011
Links: PDF | Business Insider
Still Renting After All These Years
Date: January 8, 2011
Links: PDF | The Wall Street Journal
One Wild Ride
Date: January 2011
Links: PDF | Palm Spring Life
Radio Broadcast Interviews:
The Market Crisis
Date: August 8, 2011
Links: WFIN 330 OHIO - 01:37 start
Unlock Your Wealth Radio with Heather Wagenhals
Date: May 14, 2011
Links: BlogTalkRadio - 12:00 start
Is it Time to Buy or Sell?
Date: February 23, 2011
CDTV.Net *Content no longer available
2010 Interviews & Articles
‘Buy and Hold’ Can Result in ‘Hold on to Your Hat!’
Date: November 24, 2010
Links: PDF | The Wall Street Journal
6 Energy Funds for Inflation Protection
Date: November 15, 2010
SmartMoney *Content no longer available
Investors Seeking Safety Flock to Bonds, but Experts Warn of Hidden Risks
Date: October 29, 2010
Links: PDF | Pittsburgh Post-Gazette
Absolute-Return Funds: Low Risk, Low Return
Date: October 29, 2010
Links: PDF | The Wall Street Journal
In Search for Safety – a New Risk
Date: October 1, 2010
SmartMoney *Content no longer available
Where to Invest Money Now
Date: September 22, 2010
SmartMoney *Content no longer available
Expecting Deflation? Consider Inverse ETFs
Date: September 20, 2010
Links: PDF | The Wall Street Journal
The Economic Outlook Hits a Fork
Date: September 13, 2010
SmartMoney *Content no longer available
Where to Find Shelter if Deflation Takes Hold
Date: August 29, 2010
Links: PDF | The Wall Street Journal
Euro Zones Problems: Risk or Opportunity?
Date: August 19, 2010
Links: PDF | Medill Reports
Recovery Slowdown Prompts Market Action
Date: August 17, 2010
SmartMoney *Content no longer available
Obama Pal Campaigns for Own Firm
Date: August 14, 2010
Links: PDF | The Wall Street Journal
Advisor Avoids Commissions in Serving Smaller Accounts
Date: August 5, 2010
Links: PDF | Financial Advisor
Invest Like Harvard, Yale Endowments
Date: August 2, 2010
Links: PDF | The Street
Absolute – Return Funds: Not Always What They Seem
Date: July 10, 2010
Links: PDF | The Wall Street Journal
My Life in Hedge Funds
Date: July 7, 2010
HFM Week *Content no longer available
Goldman Sachs’ Trigger Notes Tied to Gold Offer High Cap, Buffer, but Gold Sell-off is a Risk
Date: June 25, 2010
Links: PDF | *Web posting no longer available
Alternative Investing
Date: June 14, 2010
Links: PDF | The Wall Street Journal
Market Volatility
Date: June 12, 2010
Channel 12 News show, 12 on The Monday Show *Content no longer available
After the Plunge: Investors Use Selloff as Excuse to Buy
Date: May 21, 2010
Links: PDF | CNBC
Playing the Market Plunge
Date: May 8, 2010
Links: PDF | The Wall Street Journal
What’s Goldman’s Reputation Really Worth?
Date: May 4, 2010
Links: PDF | The Street
When Clients Want “Bad” Investments
Date: April 23, 2010
Links: PDF | Financial Advisor
Betting on Solar and Wind Energy, and Against Some Sovereign Debt
Date: April 12, 2010
Links: PDF | The Wall Street Journal
Do Free ETF Trades Have a Hidden Price Tag?
Date: March 17, 2010
Links: PDF | Daily Finance
Is the Stock Correction Over? Market May Seesaw for Months
Date: February 26, 2010
Links: PDF | CNBC
The Taxman Cometh – Limit the Amount He Takes
Date: February 11, 2010
Private Opportunities Club *Content no longer available
Stocks Have Dismal January – Is That a Bad Omen For Year?
2009 Interviews & Articles
Can These Retirements Be Saved?
Date: December 19, 2009
Links: PDF | The Wall Street Journal
Planning Your Retirement
Date: December 10, 2009
Lawn & Landscape Magazine *Content no longer available
TARP, the New Job Plan, Bank Lending and the Healthcare Bill
Date: December 9, 2009
Fox Business News *Content no longer available
A Project to Tie Advisers and CPAs
Date: December 1, 2009
The Wall Street Journal *Content no longer available
Diversity and Conquer
Date: November 6, 2009
American Dry Cleaner *Content no longer available
Asset Allocation Funds: 6 Picks
Date: November 3, 2009
Links: PDF | CBS MoneyWatch
Market Outlook: Stocks Likely to Continue Defying Forecasts
Date: November 2, 2009
Links: PDF | CNBC
Stress Testing Your Strategy
Date: October 30, 2009
Worth Magazine *Content no longer available
Executive Pay, Financial Regulation, GMAC Bailout, WellPoint Earnings, the Dollar and the Stock Market
Date: October 28, 2009
Fox Business News *Content no longer available
Emerging Stock Markets are Looking Better
Date: September 27, 2009
Links: PDF | The Wall Street Journal
The G-20, Health Care Reform, “Too Big to Fail”, RIM Earnings, and the Markets
Date: September 24, 2009
Fox Business News *Content no longer available
Stocks Near Year Ago Levels, So Why Isn’t My Portfolio?
Date: September 18, 2009
Links: PDF | CNBC
Managed Futures a Good Bet?
Date: September 10, 2009
Markets Media *Content no longer available
Market Tide Lifts Hedge Funds
Date: September 9, 2009
Markets Media *Content no longer available
Health Care Reform, Consumer Debt, Apple, Wall Street Regulation, and the Market
Date: September 9, 2009
Fox Business News *Content no longer available
Even If Stock Selloff is Coming, You Don’t Have to Join Crowd
Date: August 31, 2009
Links: PDF | CNBC
Alternative Answers
Date: August 24, 2009
Links: PDF | The Wall Street Journal
What You Should Know About Risk
Date: August 23, 2009
Links: PDF | The Wall Street Journal
The Jobs Report and Market Outlook
Date: August 7, 2009
Fox Business News *Content no longer available
Accountants Becoming Trusted Advisers
Date: August 4, 2009
The Wall Street Journal *Content no longer available
As Health Care Reform Speeds Ahead, Investors Get Nervous
Date: July 24, 2009
Links: PDF | CNBC
Dow 9000 and the Market Outlook
Date: July 24, 2009
Fox Business News *Content no longer available
Cash-Balance Plans Appeal to Small Firms
Date: July 8, 2009
Links: PDF | The Wall Street Journal
Second Half: Wait For Pullbacks, Then Buy the Best
Date: July 6, 2009
Links: PDF | CNBC
The Market, GM Bankruptcy, Corporate Earnings, and the Government’s Health Care Proposal
Date: July 1, 2009
Fox Business News *Content no longer available
Harvard University Loses Another Top Investor
Date: June 23, 2009
Links: The Boston Globe *Available to subscribers
Prospect of Jobless Recovery is Making Investors Nervous
Date: June 11, 2009
Links: PDF | CNBC
What Clients Want Now
Date: May 29, 2009
Links: Financial Planning Magazine
Bye-Bye To Buy And Hold
Date: May 18, 2009
Links: PDF | CNBC
The Chrysler/Fiat Deal, Bank of America, the Bank Stress Tests, TARP, The Boston Globe and Overall Market Environment
Date: May 6, 2009
Fox Business News *Content no longer available
TWM’s Managed Futures Funds
Date: April 29, 2009
Hedge Fund Alert *Content no longer available
Advisers Ditch ‘Buy and Hold’ For New Tactics
Date: April 29, 2009
Links: PDF | The Wall Street Journal
Skeptical Investors Still ‘Don’t Quite Trust’ the New President
Date: April 27, 2009
Links: PDF | CNBC
Ivy League Lessons
Date: April 22, 2009
Links: PDF | The Wall Street Journal
TWM’s Portfolios Mostly in Cash; Waiting for the Current Rally to Retrace
Date: April 17, 2009
Institutional Investor Magazine *Content no longer available
More Investors Say Bye-Bye to Buy-and-Hold
Date: April 8, 2009
Links: PDF | The Wall Street Journal
Alternative Answers
Date: April 7, 2009
Links: PDF | The Wall Street Journal
Stocks Close Out Wild Week on a Positive Note
Date: April 3, 2009
Links: PDF | CNBC
The Passage of President Obama’s Budget, the Unemployment Numbers and the G20 Meeting
Date: April 3, 2009
Fox Business News *Content no longer available
If Rally Is Real, Here’s Where Investors Will Turn
Date: March 24, 2009
Links: PDF | CNBC
March’s Stock Market Rally Becoming a Global Affair
Date: March 16, 2009
Links: PDF | CNBC
Can’t Beat the Bear Market? Here’s How You Can Join In
Date: March 11, 2009
Links: PDF | CNBC
Even Amid Gloom, Stocks May End Year With Gains
Date: March 2, 2009
Links: PDF | CNBC
Following Commodity Trading Advisers
Date: March 1, 2009
Links: InvestmentNews *Available to subscribers
Matthew Tuttle was interviewed on Fox Business News about Five Tax Savings Tips for Retirees
Date: February 28, 2009
Links: Video | Fox Business News
The Next Economic Bubble To Burst? Take Your Pick
Date: February 24, 2009
Links: PDF | CNBC
Investors Scramble for Safety as Markets Test Bottom
Date: February 18, 2009
Links: PDF | CNBC
Money Minute
Date: February 3, 2009
Channel 12 News *Content no longer available
Buy & Hold R.I.P.
Date: January 29, 2009
Futures Magazine *Content no longer available
Stock Market’s Next Bounce May Be Lower, Not Higher
Date: January 23, 2009
Links: PDF | CNBC
Merrill After Thain: What Customers Should Know
Date: January 22, 2009
SmartMoney *Content no longer available
Radio Broadcast Interviews
Dow 10,000
Date: October 16, 2009
WFIN AM 1330 OHIO *Content no longer available
Tactical Asset Allocation
Date: July 16, 2009
Money Smart Radio Show *Content no longer available
2008 Interviews & Articles
The Worst Performing ETFs of 2008
Date: December 30, 2008
Links: The Wall Street Journal
Coming Week, So Long Awful 2008
Date: December 27, 2008
Links: The Street
Rate Cuts and You
Date: December 26, 2008
Fidelity *Content no longer available
On The Money: The New Rules of Personal Finance (guest expert)
Date: December 8, 2008
DVD produced by CNBC *Content no longer available
Investors Take Heed: We May Not Have Hit Bottom Yet
Date: December 7, 2008
Links: PDF | The Washington Post
Alternative Answers
Date: December 2, 2008
Links: PDF | The Wall Street Journal
Retirement: Being a Budget Conscious Grandparent
Date: December 1, 2008
Links: PDF | Newsweek
Keep Your Money Safe
Date: November 25, 2008
Links: PDF | Working Mother Magazine
Fragile State
Date: November 24, 2008
Fund Strategy *Web posting no longer available
Endowment Losses Force Cost-Cutting Measures
Date: November 24, 2008
Links: PDF | Hartford Business Journal
Stocks Could Retest Lows Well Into Next Year: Pros
Date: November 17, 2008
Links: PDF | CNBC
After Huge Two-Day Sellout Stocks Near Recent Lows
Date: November 6, 2008
Links: PDF | CNBC
Take It Off
Date: November 1, 2008
Links: Financial Planning Magazine
Fed Rate Cut Fails to Deliver Much Impact on Stocks
Date: October 29, 2008
Links: PDF | CNBC
Current Investment Philosophies
Date: October 25, 2008
CDTV *Content no longer available
Amid Credit Crisis, Do Earnings Matter for Investors?
Date: October 20, 2008
Links: PDF | CNBC
The Financial Crisis
Date: October 7, 2008
Channel 12 News *Content no longer available
Trust Owned Life Insurance: A Lawsuit Waiting to Happen
Date: October 2, 2008
CPA Journal *Content no longer available
Trimming Fees: Hedge Funds Make Changes
Date: October 2, 2008
Stamford Advocate *Content no longer available
Morale Support
Date: October 1, 2008
Links: Financial Planning Magazine
Surviving the Crash
Date: September 25, 2008
The Jewish Week *Content no longer available
Losing So Much Money You Can’t Sleep? Take Less Risk Says Wealth Manager
Date: September 23, 2008
Yahoo Finance *Content no longer available
The Current Financial Crisis
Date: September 20, 2008
The Doug Kellet Show on KDKA 10:20AM *Content no longer available
Planning for Retirement Not Easy
Date: September 20, 2008
Links: The Daily Ardmoreite
Market Outlook: Is It Safe To Get Back Into Stocks?
Date: September 19, 2008
Links: PDF | CNBC
Sponsors Of Money-Market Funds Rush To Reassure Investors
Date: September 18, 2008
Dow Jones Newswires *Content no longer available
Money Market Funds Enter a World of Risk
Date: September 17, 2008
Links: PDF | The New York Times
Fox Business Morning Show
Date: September 15, 2008
Fox Business News *Content no longer available
For the Markets, Bailout Is Hardly a Game-Changer
Date: September 8, 2008
Links: PDF | CNBC
Lehman Brothers Deal? – Money For Breakfast
Date: September 3, 2008
Links: Video | Fox Business News
Fox Business Morning and Money For Breakfast
Date: August 29, 2008
Fox Business News *Content no longer available
Why Fannie & Freddie May Be Hiding in Your Portfolio
Date: August 28, 2008
Links: PDF | CNBC
Fox Business Morning and Money For Breakfast
Date: August 1, 2008
Fox Business News *Content no longer available
Saving for Retirement
Date: July 27, 2008
Business Week *Content no longer available
Pharmaceutical Sector
Date: July 21, 2008
Links: Video | Fox Business News
Week’s Rally Still Leaves Some on the Sidelines
Date: July 18, 2008
Links: PDF | CNBC
Alternative Answers
Date: July 14, 2008
Links: PDF | The Wall Street Journal
Money For Breakfast
Date: July 10, 2008
Fox Business News *Content no longer available
Fox Business Morning and Money For Breakfast
Date: July 7, 2008
Fox Business News *Content no longer available
See What People are Saying About…Second Half Recovery
Date: June 30, 2008
Links: PDF | CNBC
Job Losses Likely to Grow, Fueling Economic Gloom
Date: June 23, 2008
CNBC *Content no longer available
Fox Business Morning
Date: June, 2008
Fox Business News *Content no longer available
Assessing Arms Race in Annuity Riders
Date: June 20, 2008
Bank Investment Consultant *Content no longer available
Protecting your Portfolio from Inflation
Date: June, 2008
Channel 12 News/12 on the Money Show *Content no longer available
Jobless Rate Takes Biggest Jump in 22 Years
Date: June 6, 2008
Links: PDF | CNBC
War Stories
Date: June, 2008
Financial Advisor Magazine *Content no longer available
Market Pros Think It’s Time To Buy U.S. Stocks Again
Date: May 27, 2008
Links: PDF | CNBC
Here’s Your Chance to Bet Against Treasurys
Date: May 11, 2008
Links: The Wall Street Journal *Available to subscribers
Oil Rally May Stall Rebound
Date: May 7, 2008
Links: PDF | CNBC
Investment Options for Beating Inflation
Date: April 23, 2008
The Wall Street Journal *Content no longer available
Every Investment in it’s Place
Date: April 21, 2008
Links: PDF | The New York Times
Alternative Answers
Date: April, 2008
The Wall Street Journal *Content no longer available
Neil Cavuto Show
Date: April 18, 2008
Fox News *Content no longer available
U.S. Stocks Got You Down? Try the Emerging Markets
Date: April 14, 2008
Links: PDF | CNBC
Fidelity Hopes to Cash In by Selling ‘Simple’ Annuities on the Web
Date: April, 2008
AM Best *Content no longer available
Stocks Have Their Best Day in Five Years
Date: March 11, 2008
Links: PDF | CNBC
Sellers of Annuities Make Buying Easier
Date: March 11, 2008
The Wall Street Journal *Content no longer available
Fickle Stock Market Keeps Investors Guessing
Date: March 7, 2008
Links: PDF | CNBC
Be Wary and Diversity: Advice for the Bond Fund Investor
Date: March 3, 2008
The Wall Street Journal *Content no longer available
Avoiding the Danger Zone
Date: March 3, 2008
Links: PDF | The Wall Street Journal
Matthew Tuttle on Retirement Planning
Date: February, 2008
Links: PDF | First 30 Days
No Super Tuesday for Stocks
Date: February, 2008
CNBC *Content no longer available
Good Deals for Income Investors
Date: February 17, 2008
The Wall Street Journal *Content no longer available
Worries About ‘Sluggish’ Growth Sink Stocks
Date: February 14, 2008
Links: PDF | CNBC
Selling Yourself With a Book?
Date: February 1, 2008
Links: PDF | WealthManagement.com
Stocks Snap Losing Stread With Huge Rally
Date: January 23, 2008
Links: PDF | CNBC
Owning a Piece of Luxury
Date: January 18, 2008
Links: PDF | Bankrate
Radio Broadcast Interviews
Current Financial Crisis
Date: September 30, 2008
1330 WFIN Radio *Content no longer available
Opinion on AIG and Lehman Brothers
Date: September 17, 2008
Four radio interviews: The Keeler Show on 92.9 FM, KGMI 790AM, KDHL 920AM, and WFIN 1330AM *Content no longer available
Guetzloe Report
Date: April, 2008
AM 1190 *Content no longer available
The Fairfield County Business Showcase
Date: March, 2008
1400 WSTC/1350 WNLK *Content no longer available
2007 Interviews & Articles
Much Tarred Bank Loans Gain Appeal
Date: December, 2007
The Wall Street Journal *Content no longer available
Investing Like a College Endowment
Date: December, 2007
Channel 12 News/12 on The Money Show *Content no longer available
Accountants as Wealth Managers
Date: December, 2007
New Jersey Association of Public Accountants/December Newsletter *Content no longer available
Accountants as Wealth Managers
Date: December, 2007
The Northern NJ Association of Public Accountants/Annual Meeting *Content no longer available
Tips for TIPS
Date: December, 2007
The Wall Street Journal *Content no longer available
Stocks Close Higher On Bargain-Hunting
Date: December 18, 2007
Links: PDF | CNBC
Benefit Firms Recognize The Too Can Seize Neighboring Business Territory
Date: December 1, 2007
Employee Benefit Adviser *Content no longer available
Better Options for Your Retirement
Date: November, 2007
Chiropractic Economics *Content no longer available
Cash Balance Plans
Date: November, 2007
Agency Sales Magazine *Content no longer available
Attorneys Starting to Enter Wealth Management
Date: November, 2007
Fairfield County Business Journal *Content no longer available
Stable Value Plays a Role in Nest Eggs
Date: October, 2007
The Wall Street Journal *Content no longer available
Financial Gifts:The Gifts That Keep Giving
Date: October, 2007
Toy Tips Magazine *Content no longer available
Stocks End Broadly Higher Following Late Rally
Date: October, 2007
CNBC *Content no longer available
Stocks Surge Early on Blue-Chip Power
Date: October, 2007
CNBC *Content no longer available
Hedging Health Insurance Needs
Date: October, 2007
Stratos Magazine *Content no longer available
New Tools Arrive to Rate Mutual Funds, ETFs
Date: October 27, 2007
Links: PDF | The Wall Street Journal
Everything You Didn’t Know About Retirement Plans, Estate Planning and Life Insurance
Date: September, 2007
CPA Club of New Jersey *Content no longer available
Supercharge Your 401k Plan
Date: September, 2007
Pennsylvania CPA Journal *Content no longer available
Premium Financing: A Tool to Pay Life Insurance Premiums
Date: September, 2007
CPA Journal *Content no longer available
3 Common Money Problems
Date: September, 2007
Lowes for Pros *Content no longer available
Executives Carve Out Long Term Care Insurance
Date: September, 2007
Channel 12 News/12 on The Money Show *Content no longer available
Income Investors Rediscover Bonds
Date: September 5, 2007
Links: PDF | The Wall Street Journal
Working, Even After Retirement Age
Date: August 31, 2007
Links: PDF | USA Today
Mutual-Fund Tips From the Rout
Date: August, 2007
The Wall Street Journal *Content no longer available
Piecing Together the Right Financial Support System
Date: August, 2007
Physicians Money Digest *Content no longer available
Where’s the Port in This Rough Market?
Date: August 5, 2007
Links: PDF | The Wall Street Journal
Be Wary of Retirees’ Risk, Says a Software Maker
Date: July 9, 2007
InvestmentNews *Content no longer available
Alternative Answers
Date: July, 2007
The Wall Street Journal *Content no longer available
Marriage and Retirement
Date: June, 2007
Links: PDF | Bloomberg Businessweek
Everything You Need To Know About Retirement Plans, Estate Planning and Insurance
Date: June, 2007
Essex Chapter of the New Jersey State Society of CPAs *Content no longer available
Offer Profit Sharing
Date: June, 2007
LowesForPro *Content no longer available
How to Choose a Small Business Accountant
Date: June, 2007
The Professional Network Small Business Resource Center *Content no longer available
Asked & Answered
Date: May, 2007
SmartMoney *Content no longer available
Asset Allocation Reduces Volatility
Date: May, 2007
Links: PDF | Bankrate
Buying Old Age Insurance
Date: April 24, 2007
Links: PDF
Business Sales Spawn Complex Planning Issues
Date: April 20, 2007
SmartMoney *Content no longer available
Market Carnage Yields Stress
Date: March 4, 2007
The Star-Ledger *Content no longer available
Line Up Estate Now, Ease Burdens Later
Date: February 28, 2007
Links: PDF | The Christian Science Monitor
Retiring on the House? Using Home Equity for Your Retirement
Date: February 24, 2007
Links: Bloomberg Businessweek
2006 Interviews & Articles
It’s Time to Sit Down With Your Adviser and Plan for 2007
Date: December 29, 2006
Smart Money *Content no longer available
In Search of New Kinds of Safety
Date: December, 2006
The Wall Street Journal *Content no longer available
Work Away From Work Gets Easier With Technology
Date: November 28, 2006
Links: PDF | USA Today
Your Life Insurance May Be Worth More Than You Think
Date: October, 2006
The Fairfield County Business Journal *Content no longer available
Incredibly Shrinking Funds
Date: October, 2006
The Wall Street Journal *Content no longer available
Goals Based Investing
Date: August, 2006
Channel 12 News/12 on The Money Show *Content no longer available
Do Diligence
Date: July 21, 2006
SmartMoney *Content no longer available
How Is Your Firm Handling Retirement Income Planning?
Date: July, 2006
Journal of Financial Planning *Content no longer available
When Wealth Managers Start Talking About Insurance, We Discover There’s A Lot More To Risk Management Than Whole Life Policy
Date: June 1, 2006
Wealth Manager Magazine *Content no longer available
Cash Balance Plans-The Next Great Retirement Plan for Small Business Owners
Date: May, 2006
National Association of Tax Professionals/TAXPRO Quarterly Journal *Content no longer available
Hedges For Everyone
Date: May, 2006
Kiplinger’s Personal Finance *Content no longer available
Cash Balance Pension Plans for Small Business Owners
Date: March, 2006
Channel 12 News *Content no longer available
When Clients’ Kids Are Grown But Not Gone
Date: March, 2006
Dow Jones Newswires *Content no longer available
Life Choices: Planners Don’t Have Easy Answers On Life Insurance
Date: March, 2006
Advising Boomers *Content no longer available
The Challenge
Date: February, 2006
Senior Market Advisor *Content no longer available
Diversifying From A Tax Perspective
Date: February 3, 2006
Dow Jones Newswires *Content no longer available
When Mom & Dad are the Bank
Date: January 21, 2006
Links: PDF | The Wall Street Journal
Hedge Funds Still the Way to Invest, Experts Say
Date: January, 2006
The Fairfield County Business Journal *Content no longer available
2005 Interviews & Articles
OK Boss, Now Tell Me More On Pensions
Date: December 4, 2005
Links: PDF
Beware of Plans Offering Large Tax Deductions
Date: November 14, 2005
Fairfield County Business Journal *Content no longer available
Mutual Funds Try to Play Hedge Game By Offering Investors ‘Absolute’ Gains
Date: October 7, 2005
Links: PDF | *Web posting no longer available
Mutual Funds That Follow Hedge Fund Strategies
Date: September, 2005
Channel 12 News/12 on The Money Show *Content no longer available
How to Earn The Minimum Annual Recurring Revenue
Date: September, 2005
Fairfield & Westchester Business Journals *Content no longer available
A Small Business Retirement Plan
Date: September 12, 2005
Links: PDF | Forbes
Distributing Money From IRAs
Date: April, 2005
Channel 12 News/12 on The Money Show *Content no longer available
IRA Contribution Deadline Loom
Date: March 14, 2005
Links: PDF | Forbes
The Too Good To Be True Tax Break
Date: March 3, 2005
Links: PDF | Forbes
Bush Addresses The State of Social Security
Date: February 3, 2005
Links: PDF | Forbes
Retirement Plans For Small Businesses
Date: January, 2005
Channel 12 News/12 on The Money Show *Content no longer available
2004 Interviews & Articles
Planners and Clients Try to Weather the Changing Tax Laws
Date: December, 2004
Journal of Financial Planning *Content no longer available
Seven Tips For Retiring Securely
Date: September 29, 2004
Links: PDF | Forbes
Saving For Retirement at Any Age
Date: September 28, 2004
Links: PDF | Forbes
Roth vs. Traditional IRAs
Date: September, 2004
News Channel 12 *Content no longer available