Garnet Group in the News

• Wealth Manager Magazine (July 2008)
Wealth Manager magazine revealed its 2008 list of top advisors across the country. Garnet Group Wealth Advisors was pleased to be listed in the top 100. To read more click here.

• Financial Advisor Magazine (July 2008)
Financial Advisor Magazine also published its survey of Top RIAs. To read more click here.

• The Washington Post (June 2008)
Veena Kutler comments on investing in vacation properties in this edition of The Washington Post. To read more click here.

• The Washington Post (March 2008)
Annette Simon answers “what is the best investment strategy during a period of inflation?” in this edition of The Washington Post. To read more click here.

• The Washington Post (April 2008)
Veena Kutler weighs the pros and cons of real estate investing in this Washington Post article. To read more click here.

• Washington’s WUSA-TV Channel 9 (February 2008)
Annette Simon and Veena Kutler appear in this 3-part series that aired on WUSA-TV
Channel 9.
Money 101 - Pt 1: Checking, Savings and Money Market Accounts Click here to read or view.
Money 101 - Pt 2: Mutual Funds To read click here.
Money 101 - Pt 3: Financial Planning Tips To read click here.

• Financial Times (January 2008)
Annette Simon was quoted in the Financial Times about market conditions (free registration required). To read more click here.

• Washington’s WUSA-TV Channel 9 (January 2008)
Veena Kutler is quoted in this WUSA - 9 NEWS NOW article. To read more click here.

• Fox 5 TV (January 2008)
Annette Simon appeared on Fox 5 TV to discuss smart moves in troubled times. To read more click here.

• NAPFA Conference in Santa Barbara, CA (September 2007)
Veena was an invited speaker for the session entitled “NAPFA University: School of Investments.”

• The Washington Post (September 2007)
Garnet Group financial advisor Annette Simon is quoted on the risk involved with investiing in currency funds. To read more click here.

• Financial Advisor Magazine (July 2007)
In a survey of Registered Investment Advisors conducted earlier this year, Garnet Group was one of the three fastest growing firms in its size category and Annette was featured in the accompanying story. To read more click here.

• Wealth Manager Magazine (July 2007)
Garnet Group jumped into the top 100 of this journal’s annual ranking of Top Advisory Firms.
To read more click here.

• Washington’s WUSA-TV Channel 9
Garnet Group advisor Annette Simon was featured in a news segment on Washington’s
WUSA-TV Channel 9 this week. The story covers how many people have underestimated how much they need to save for retirement. To watch click here.

• Financial Advisor Magazine (April 2007)
This article discusses our recent merger and the unique aspects of Garnet Group, including the retainer fee model that we use. In the article, Garnet Group advisor Lisette Smith is quoted as saying “we wanted to take the firm to the next level.” Garnet Group advisor Annette Simon says “Now we can approach financial planning with double the intellectual capital”, while advisor Veena Kutler comments on the planned second stage of the merger. To read more click here.

• Financial Planning Magazine (March 2007)
All Garnet Group principals were featured in this cover story written by industry expert Bob Veres. In the article Bob discusses the on-going consolidation within the financial advisory industry. He presents the Garnet Group as employing a distinctive strategy to achieve growth and efficiencies of scale while maintaining independence. Bob quotes advisor Lisette Smith saying “When you discover that your philosophies, services and client bases are similar, the discussion takes on a life of its own.” To read more click here.

• The Washington Post (December 2007)
Garnet Group advisor Annette Simon discusses common mistakes people make in the financial planning arena and steps they can take to get their financial lives back on track.  To read more click here.

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Articles by Members of Garnet Group

• MorningstarAdvisor
Annette Simon and Veena Kutler write a regular column for Morningstar Advisor on practice management.  See the articles here.

• The Washington Post (June 2008)
Annette Simon answers another question in the Washington Posts “Ask the Experts” finance column.  To read more click here.

• MorningstarAdvisor (January 2007)
This monthly series of articles is written for the Morningstar advisor website by Garnet Group advisors Veena and Annette. In this column we discuss the reasons behind the merger of Mosaic Wealth Management and Smith Rapacz to create Garnet Group LLC.  To read more click here.

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Newsletters

• Illuminations — Q3 2007
Our third quarter 2007 newsletter takes a look at new tax laws, including the new Kiddie Tax. We also provide a market analysis, and discuss how Garnet Group has been listed in two recent surveys of top financial advisory firms. To read more click here.

• Illuminations — Q2 2007
Our second quarter 2007 newsletter discusses tax planning, provides a market outlook, and reviews how the Garnet Group merger has been the topic of two major stories in widely read industry journals. To read more click here.

• Illuminations — Q1 2007
In our first quarter 2007 newsletter, we introduce the Garnet Group team members, provide a market commentary, and discuss on-line fraud and suggest preventative measures that clients can take to safeguard their confidential data. To read more click here.

• Market Commentary
Garnet Group Market Commentary from March 5, 2007. To read more click here.

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Other News

• Garnet Press Release
Garnet Group LLC Announces Merger — Creates Cutting Edge Wealth Management Firm.  
To read more click here.


 

Garnet Group is a Registered Investment Advisor with the Securities and Exchange Commission.