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News
  • Kevin O'Reilly was a contributing author to the recently released book Investing in an Uncertain Economy For Dummies, by Wiley Publishing.  View Kevin's chapter on portfolio diversification, or purchase the book from Amazon.
  • The May issue of Good Housekeeping features a quote from Phoenix-based investment advisor Kevin O'Reilly. The article discusses how to stick to a budget, and Kevin provides some thoughts on tracking ongoing expenses.
  • Kevin O'Reilly teamed up with Kiplinger Personal Finance and NAPFA - The National Association of Personal Financial Advisors - to provide free advice to consumers as part of Jump-Start Your Retirement Planning Days. Please see the press release about the Ahwatukee planner here.
  • CityTownInfo.com - 12/15/09 "Experts Provide Financial Advice for College Grads" - Kevin shares some thoughts regarding what types of accounts recent grads should use for investing.
  • Ahwatukee Foothills News - 11/06/09 "Q&A With Foothills Financial Planning, Inc." - Foothills Financial Planning was featured in our local newspaper.
  • Motley Fool - 02/22/10 "Not Just Another "F" Word: Why the Fiduciary Standard Matters" - Sheryl Garrett's first article on the Fool website, as part of the new Motley Fool and Garrett partnership.
  • Marketplace on NPR - 02/18/10 "Help from a financial planner" - The exceptional nature of the Garrett Planning Network is highlighted as a source of advisors willing to work with individuals who fall outside the definition of "upper income".
  • Jane Bryant Quinn - 01/24/10 "Why you get bad investment advice" - Jane Bryant Quinn illustrates the pitfalls with sales-drive "advice" and suggests using the Garrett Planning Network to avoid that conflict of interest.
  • Wall Street Journal - 12/31/09 "VOICES: Sheryl Garrett, On the Evolution of a Planning Firm" - Sheryl Garrett discusses the evolution of the Garrett Planning Network
  • Money Magazine - 10/09/09 "What to do With $1,000 Now" - Money Magazine suggests spending 5 hours with an hourly financial planner from the Garrett Planning Network.
  • Smart Money - 9/15/09 "5 Reasons to Convert to a Roth IRA" - Sheryl Garrett provides advice on considering a Roth IRA conversion in 2010.
  • IndexUniverse.com - 8/12/09 "Limiting Conflicts of Interest" - Well known (and respected) ETF guru Rick Ferri joined us at the 2009 Garrett Planning Network retreat, and recounts some of his experiences in a recent post on this widely read blog.
  • Phoenix Business Journal - 6/12/09 "What is your company doing to beat the recession?" - Kevin O'Reilly shares what he is doing to manage Foothills Financial Planning through the recession.
  • East Valley Living - 5/8/09 "Financial Advisor Helps East Valley Residents Juggle Finances" - Foothills Financial Planning is showcased by EVLiving.com.
  • Valley Stream Community.com - 3/25/09 "Key to Financial Survival:  Rein in Spending" - Article about spending runs in Valley Stream, NY.
  • Courier Post Online - 2/23/09 "The key to financial survival:  Don't spend" - South Jersey's Courier Post runs article originally published in AZ Republic in which Kevin O'Reilly discusses the importance of common sense spending habits.
  • Phoenix Business Journal - 2/20/09 "Investors Using 401ks to Fund Business Startups" - Kevin O'Reilly offers some views regarding the use of retirement funds to finance business startups.
  • Arizona Republic - 2/6/09 "Key to Financial Survival:  Rein in Spending" - Kevin O'Reilly's input for a previous article is included in a story targeted at a broader audience.
  • Arizona Republic - 1/23/09 "Time to tighten spending" - Kevin O'Reilly talks about spending challenges in the Ahwatukee Foothills.
  • MSN Money - The Basics - "Don't panic; get a financial adviser" - Liz Pulliam Weston discussed the importance of using a true financial advisor, and points to the Garrett Planning Network as a resource for professional advice for the not-so-rich.
  • Smart Money Magazine - 2/26/09 "Retirement Guide for 60-Somethings" - Sheryl Garrett discusses options for individuals who are close to retirement, given the current investment environment.
  • Smart Money Magazine - 1/30/09 "4 Ways to Help Shrink Your Debt" - Sheryl Garrett offers some topical advice about digging out of debt.
  • Wall Street Journal - 1/10/09 "To Do in '09:  Overcome Your Money Issues" - Sheryl Garrett counsels consumers to turn off the TV if financial news is adding to their anxiety.
  • Chicago Tribune - 1/9/09 "How to save for college during a recession" - Sheryl Garrett discusses the relative importance of retirement planning vs. planning for college funding.
 

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