Stewart H. Welch, III National Media: Appearances, Articles and “as quoted in”—

TELEVISION/RADIO

Weekly guest financial expert, Fox 6 “Good Day Alabama” (Tuesday’s 7:20 a.m.)

Former Executive Producer and Host of “Welch Financial In$ights” radio show, WERC 960 AM

Guest appearances on various television and radio shows including CNN, the Fox News Network (New

York) CNBC (New Jersey), and Alabama Public Television (Birmingham)

Former regular guest for NBC affiliate financial segment: “Top of the Morning Show”

Former Executive Producer and Host of cable television program “Welch Profiles: Personal Success

Stories.” This series won first place in the Alabama Cable Television Awards – Public Broadcast

Division. Notable guests included Steve Forbes (Editor-in-Chief, Forbes Magazine), Alabama

Governor Fob James, and international investor Jim Rogers and legendary football star, Bart

Starr.

INTERNET- AUTHORED, QUOTED, FEATURED-National Media

Wealth Management.com “Giving Advice to Newlyweds” August 8, 2013

AOL Daily Finance “Marriage & Money: What’s the Best Way to Join Your Finances with your Fiancé?” March 2,

2012

SmartMoney.com “6 Mistakes Young Families Make” June 17, 2010

MoneyWatch.com “Retirement Income: A New Way to Collect a Check” Feb 17 2010

Grandparents.com “6 Biggest Money Mistakes Grandparents Make” February 2010

Grandparents.com “5 Money Issues Families Never Talk About” December 2009

CNBC.com “If Retirement Is Near, Avoid Drastic Moves” Apr 25, 2008 Jennifer Woods

SmartMoney.com, “What Now for Real Estate?” September 6, 2006

TheNest.com, “14 Secrets from Financial Planners” Alonna Freidman- April, 21, 2006

SmartMoney.com, “The Five Mistakes Married Women Make”, August 17, 2005

SmartMoney.com, Ask SmartMoney- “Am I Saving Too Much for Retirement?” July 14, 2005

SmartMoney.com, “A Shaky Foundation” March 7, 2005

Bankrate.com, “Have that Money Talk. For Better, Not Worse” December 8, 2004

SmartMoney.com, “When the College Savings Account Falls Short” September, 29, 2004

CNBC.com, “Is It Time to Dump Your 401k?” by Tim Middleton September 14, 2004

SmartMoney.com, “Slash Your Mortgage Interest” June 9, 2004

Bankrate.com, “Become a Millionaire in 7 Easy Steps” March 24, 2004

SmartMoney.com, “The Six Mistakes Young Families Make” March 17, 2004

SmartMoney.com “The Five Documents Every Family Needs” By Stacy Bradford

TheStreet.com, “Asset Allocation Done Right” December 17, 2003

Ignites.com, “Funds Losing Well-Healed Assets to Alternative Products” December 3, 2003

Bankrate.com, “The Case for High-Yield Stocks” January 10, 2003

Bankrate.com, “Where to Stash Money in a Down Market” January 8, 2003

CBS MarketWatch, “Fund Investors Tipping to TIPS” August 13, 2002

The Street.com, “Active Mismanagement: the Case for Index Funds” August 12, 2002

TheStreet.com, “Corporate Cold Calling: Companies Try to Lure Investors With Bonds” August 5, 2002

BankRate.com, “Calculating Your Retirement” April 29, 2002

Quicken.com, “Start Me Up: Financing Your Small Business” July 11, 2001

MorningstarAdvisor.com, “Advisors Take Wait and See Approach to Bond ETF’s” June 8, 2001

Myprimetime.com, “A Financial Planner to Help My Marriage?” June 2001

BankRate.com, “Where to Stash Cash in a Down Rate Market” May 21, 2001

The Street.com, “Retirement Plans Derailed by the Market?” May 1, 2001

Netfolio.com, “What To Know Before Agreeing To Be A Trustee” December 2000

CBS.MarketWatch.com, Q&A: “Selling your funds to avoid cap gains” June 9, 2000

CBS.MarketWatch.com, Q&A: “Building a Bond Wheel for Income” February 18, 2000

CBS.MarketWatch.com, Q&A: “Ask Mutual Understanding” January 7, 2000

TheStreet.com, “Mobius on Both Sides of Rights Disputes” December 17, 1999

CBS.MarketWatch.com, Q&A: “Ask Mutual Understanding” December 17, 1999

TheStreet.com, “Social Security Mailing Could Be a Wake-Up Call for Many Workers,” October 4, 1999

CNBC Featured Guest, June 19, 1997

CompuServe Money Magazine featured guest, April 11, 1996

PERIODICALS – AUTHORED, QUOTED, FEATURED-National Media

The Birmingham News, Weekly Columnist

Physician’s Money Digest, Past Member of Editorial Board and Contributing Columnist

Dentist’s Money Digest, Past Member of Editorial Board and Contributing Columnist

The Birmingham Post-Herald, Weekly Columnist 1998-2005

————————————————————

Birmingham Weddings, “Finances First”, Premier Issue 2012

Chicago Tribune “Money Issues Elder Need to Discuss with their Families” June 3, 2010

Wall Street Journal, “On Second Thought”, September 2, 2009

Black Enterprise Magazine, “College Finance 101: A Crash Course for Parents” August 2009

Black Enterprise Magazine, “College Finance 101: A Money-Saving Crash Course for Parents” June 2009

Best Life Magazine, “Best Way to Cut $10,000 From Your Annual Expenses”, March 2009

Money magazine, “Millionaires-in-Chief” January 2008

Money Management Executive, “Average Investors Uneducated About ETFs” Dec. 3, 2007

Wall Street Journal, “Getting Ready for a Difficult Role” Aug. 26, 2007

Wall Street Journal, “How Best to Avoid a Personal Cash Crunch” Aug. 18, 2007

Smart Money, “When Tax-Free Isn’t” November 2006

Money & More, “For What Your Are Worth: Calculating Your Assets”, June/July 2006

Consumer Reports-Money Advisor, “Couple-nomics 101” July 2006

Kiplinger’s Personal Finance, “Legal Safeguards for Your Wealth, June 2006

Doctor’s Digest, “Building a Balanced Investment Portfolio” March/April 2006

Doctor’s Digest, “Doctors Have Many Options for Retirement Savings” March/April 2006

Kiplinger’s Personal Finance, “Legal Safeguards for Your Wealth” May 2006

Solutions “The Keys to Employee Retention: Salary, Incentive, Equity & Work/Balance” March/April 2006

Smart Money “Retire Happy”, April 2006

Wall Street Journal, “REIT Funds’ Winning Streak Appears to Peter Out as Long-Term Rates Rise”, Nov. 4, 2005

Smart Money, “15 Ways to Build Your Nest Egg”, October 2005

Practical Accountant, “The Impact of Mutual Fund Scandals” June 2005

New York Times, “After the Storm, Rebuilding the Nest Egg” April 12, 2005

Money, “From Two Incomes to One” January 2005

Retirement Weekly, “Money Makeover” September 17, 2004

Martha Stewart Weddings, “Finding a Financial Planner” Summer 2004

Smart Money, “Where Do We Go From Here?” June 2004

Kiplinger’s Personal Finance, “Watch Your Step-as Retirement Nears” June 2004

Forbes, “Eight Financial Tips for Newlyweds” June 2, 2004

Registered Rep Magazine, “Going Mainstream” March 2004

Smart Money, “When Should You Sell a Fund?” December 2003

Financial Planning, “Taking Care of Business” April 1, 2003

Kiplinger’s Personal Finance, “Kick the Debt Habit” February 2003

Medical Economics, “Protect Your Assets Before You’re Sued” February 21,2003

Kiplinger’s Personal Finance, “Kick the Debt Habit” February 2003

Financial Planning, “Look Closer” December 1, 2002

Money, “Real Estate Questions and Answers” December 2002

Better Homes & Gardens, Discuss Finances with Aging Parents, November 2002

Journal of Financial Planning, Estate Planning Emerges From Its Dark Cave, June 2002

Financial Planning, “The Value Advantage” June 2002

Physician’s Money Digest, “Is Hurricane Enron Still the Forecast?” May 2002

Dentist’s Digest, “Thinking Divorce? Think in Business Terms” March/April 2002

Physician’s Money Digest, “Establish a Multigenerational Strategy”. April 30, 2002

Physician’s Money Digest, “Make a Big Promise to Save for College” April 15, 2002

The Wall Street Journal, “Mutual Funds Load Up On Fees” April 10, 2002

Financial Advisor, “Variable Annuities Slump With Market” March 2002

Financial Planning, “Coverage Under Fire,” January 1, 2002

Chicago Tribune, “Be Resolute About Your Financial Life,” January 1, 2002

Bridal Guide, “Investing 101,” November/December 2001

Money, “Are You Covered?” November 2001

Medical Economics, “Energize Short-Term Investments”, November 5, 2001

Atlanta Journal and Constitution,“Your Financial First Aid Kit”, October 2001

Kiplinger’s Retirement Report, “Ready for an Annuity?” October 2001

Reader’s Digest, “Retirement Cash: Will You Have Enough?” October 2001

Consumer Reports, “Where to Park Your Cash” September 2001

Fortune, “Gimme Shelter: Playing the New Tax Laws” August 13, 2001

Mutual Funds, “Speaking Out on Estate Planning” August 2001

Practical Accountant, “Estate Planning Now” August 2001

Kansas City Star, “Baby Boomer Widows and Widowers Face New Challenges” June 17, 2001

Mutual Funds, “Does A Planner Pay Off?” June 2001

Medical Economics, Keep Your Portfolio Pumping in a Slowed-Down Market” May 7, 2001

The Wall Street Journal, “Planning Now for 2001 Taxes May Bring Savings in the End”, April 13, 2001

The Wall Street Journal, “Painful Fund Statement? Think Positive,” April 6, 2001

The Wall Street Journal, “Janus Insider Sales Give Investors Pause,” February 23, 2001

Ticker, “Unexpected Ethics Violations”, February 2001

The Wall Street Journal, “Fund Managers Disagree on Value of Currency Hedging,” February 2001

The Wall Street Journal, “Tide May Be Turning Outward For Janus,” September 28, 2000

TIAA CREF Thesis “Financial Strategies for a Lifetime” September 2000

CBS MarketWatch, “Looking for Fuel Cell Heat,” August 11, 2000

Investment Advisor, “Fertile Ground,” July 2000

Financial Planning, “Greater Expectations,” July 2000

Physician’s Money Digest-Millennium Issue, “New Era, New Retiree Strategy,” July 2000

Dow Jones Investment Advisor, “Apocalypse Not,” December 1999

Southwest Airlines Spirit, “Mutual Fund Mavericks,” October 1999

Bloomberg Wealth Manager, “Are You Right for the Role?” September/October 1999

Fortune, “The Money Manager; What If You Don’t Have Kids?” August 1999

The New York Times, “For Those Who Dare, Some Pearls in the Junk-Bond Seas,” July 1999

Financial Planning Magazine, “The Planner as Party Pooper,” May 1999

Personal Finance Newsletter, “Asset Protection: Payoffs and Pitfalls,” May 1999

Town & Country, “He Says, She Says,” April 1999

USAA Financial Spectrum Newsletter, “How Do You Decide?” Spring 1999

Overdrive, “From Here to Eternity,” March 1999

Financial Planning Magazine, “Cautiously Optimizing,” January 1999

The Bond Buyer, “Web-Based Systems May Change the Way Retail Buys Its Bonds,” December 1998

Dollar $ense Magazine, “Love, Marriage, & Money,” Fall 1998

Financial Planning Magazine, “Learning the ABCs,” November 1998

The Wall Street Journal, “Roth IRAs Prompt the Wealthy to ‘Earn’ Less,” October 1998

Worth Magazine, Featured in “Best Financial Advisers,” September 1998

Times-Union, Albany, NY, “Estate Taxes Vex More Than the Rich These Days,” July 1998