For more than 20 years, TMG has been published, featured, or quoted in most major financial and business trade publications.  TMG has also been listed in several “Top Advisor” lists, including Bloomberg Wealth Manager (2001-2006), Worth Magazine (Top 60 in 1994, Top 250 in 2001, Top 250 in 2002), Financial Advisor Magazine (2006), Medical Economics (2004, 2006), Washingtonian Magazine (Top 156 in 2002), and Ticker Magazine (Top 5 in 1999). TMG has also been selected by Charles Schwab & Company, Inc. as a "Best Managed Firm" from 2003 to 2006.  TMG is one of only a handful of firms nationwide to make the "Best Managed" list all four years. 

Below you will find a partial list of our media mentions by type, and a link to a quote where available.

Television
CNBC’s Power Lunch 
PBS’s Morning Business Report
TheStreet.com
Forbes Video Network
CNBC's The Closing Bell
Retirement Living Network

Magazines
Newsweek
US News and World Report
Worth Magazine
Kiplinger’s Personal Finance
Bloomberg Wealth Manager
Mutual Funds Magazine
Smart Money
Ticker
Entrepreneur Magazine

Newspapers
The Wall Street Journal
New York Times
The Washington Post
USA Today
Investors Business Daily
Los Angeles Times
Barron's-Online
The Boston Globe-Online
Washington Business Journal
Washington Times

Industry Journals
Financial Planning
Journal of Financial Planning
Dow Jones Fee Advisor
The Journal of Investing
National Association of Personal Financial Planners
Wealth Manager
Financial Product News
International Association for Financial Planning Newsletter
The Business Review
Investment News
Medical Economics
Sales and Marketing Management
Journal of the American Association of Individual Investors
Financial Advisor Magazine

Books
The Invincibility Shield for Investors
Stochastic Modeling: The New Way to Predict Your Financial Future
Secrets of the Wealth Makers

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Entrepreneur Magazine

• "Lost in Transition", November 2006, by Carol Tice. "A study of more than 1,400 business owners conducted last April by investment consulting firm The Monitor Group in McLean, Virginia, revealed that more than 82 percent had no written plan describing what they'd like to see happen when they leave the business..."People know they have to prepare themselves, their family and their business to have a well-planned and well-valued sale transaction," says The Monitor Group president Glenn Kautt.  "But most aren't doing it""
   

Washington Business Journal

• "The feeling's mutual", October 27- November 2, 2006, by Arjun Kashyap. "Although the stock market looks pretty good right now, investors know that "it isn't a question of if, but more a question of when the next market shock like Enron will occur," as Glenn Kautt, president of The Monitor Group, a McLean-based wealth management firm, says. The desire to protect their assets from the next shock has made many investors fond of a low-cost, diversified portfolio invested mostly in mutual funds. The Monitor Group, whose average client is a retired person over 60, invests exclusively in zero-load institutional mutual funds. Kautt shuns direct equities and positions on the future performance of specific sectors."
   

Wall Street Journal

• "Cash Becomes A Hot Investment" June 6, 2006, by Jane Kim. "Cal Brown, a financial planner in McLean, VA., has been investing clients' cash in short- and intermediate-term bond funds that invest in one- to five-year bonds. The advantage: Fund managers are continually buying new bonds paying higher yields as the portfolio matures, allowing investors to pick up extra yield. Yet investors also get a boost to total returns in case short-term interest rates fall."
   

US News and World Report

• "It literally pays to work, and MONEY can be peace of mind", June 12, 2006, by Paul J. Lim. "Of course, the financial perks are also considerable. A big reason it pays to remain on the job is that work literally pays. No matter how small the income your job generates, it will help stretch your resources to fund a longer--and probably better--retirement... Glenn Kautt, president of the Monitor Group, a wealth management firm in McLean, Va., says that "it's like a 2-to-1 factor." For every additional year or so of work, he says, you can extend your nest egg by two years."

 

Smart Money

• "How to invest for a long and happy retirement", April 2006, by Karen Hube. "To maximize your return, stocks should be held in a taxable account, while fixed income and REITs should be in a tax-sheltered account...This kind of portfolio has become popular in the wake of President Bush's 2003 tax bill, which slashed rates on long-term capital gains from 20% to 15% and made dividends taxable at capital gains rates rather than income-tax rates. "This allowed planners to think differently about how retirement portfolios can be structured," says Cal Brown, vice president of planning at The Monitor Group, an advisory firm in McLean, Va."
   

Kiplinger's Personal Finance

• "Paying for COLLEGE? Your questions answered", September 2005, by Kim Lankford. "Cal Brown has some reassuring advice for parents who are stressed about how to pay their kids' college bills: Chill. "Don't get too freaked out," says Brown, a financial planner in McLean, VA. "Whether you're rich or poor, there's money available." Brown isn't just talking through his financial planner's hat. His son, Ryan, is about to begin his third year on a full-tuition scholarship at Georgia Southern University, in Statesboro, Ga. Ryan qualifies for the free ride because he's a Georgia resident (he lives with his mother) and maintained a 3.0 grade-point average in high school and now in college.  In some states, it's surprisingly easy to get a full-tuition scholarship, regardless of your income."
   

Worth Magazine

• "The Measure of Success", July 2005, by Glenn G. Kautt. "As an investor, gathering certain data is going to tell you about relative investment efficiency, but what you really want to benchmark is total risk-adjusted performance. Is it possible to use an appropriate benchmark to measure relative investment efficiency, and then to somehow consolidate individual measurements to gauge total risk-adjusted performance?"
   

Washington Post

• "An Early, Untaxed Bequest", December 10, 2004, by Albert B. Crenshaw. "Casual giving within families typically doesn't come to the attention of the Internal Revenue Service, but when gifts get larger, and especially when they leave paper trails (transfers of real estate, stock or business interests), it's a good idea to know the rules and stay within them. "It's our experience that many people are unaware there is any limit" on giving, said Glenn G. Kautt of The Monitor Group, money managers and advisers in McLean.  "I don't think you have to remind people (To make gifts)--you may have to warn them that they may be running afoul of the gift-tax law.""
   

USA Today

• “Check Home’s Title to Make Sure All Owners are Protected”, September 16, 2003, by Sandra Block.  “ … But without proper planning, the trust may not serve its intended purpose, says Cal Brown, a financial planner for The Monitor Group in Fairfax, VA.  If the home is held through tenancy by the entirety, for example, the home will automatically transfer to the surviving spouse instead of to the trust, he says…”
   

Newsweek Magazine

• "Rolling the Market Dice", March 3, 2003, by Jane Bryant Quinn. "Friends and investors, it’s time to decide. How much of your money should be in stocks and how much in bonds or cash? Economists are sharply divided on the economy’s real health.… So what to do? … Settle on what percentage of your money to keep in stocks (ideally, mutual funds), bonds and cash, says planner Cal Brown of the Monitor Group in Fairfax, Va. But don’t buy and hold like a dummy. Periodically, sell a portion of the asset that rose the most and invest more in those that lagged. Imagine your joy if you’d sold some stocks in 1998 and switched that money into bonds. Ah, hindsight."
   

CNBC's Power Lunch

• “Finding a Financial Planner”, December 18, 2003, with Bill Griffeth: “Finding a good financial planner is not easy, especially if you want the one who can meet your specific needs.  Glenn Kautt is president of The Monitor Group, Inc. and they have put together a list of questions to ask yourself and the advisor … The website is www.findaplanner.org, … it lists a series of questions that you can ask a potential planner … They should be able to provide all that information shouldn’t they?” Glenn Kautt: “Every planner that is qualified will have information about who they are, what their background is, how they work, how they’re compensated, and the services they can offer … if they can’t find that information instantly, it’s time (for you) to moonwalk outta there … if you deal with someone who says they’re a financial planner, that doesn’t mean they’re competent … if they are either unwilling or unable to get that basic certification (Certified Financial Planner, CFP®), it probably means they’re not going to do a very good job.” 

 

 Financial Press

Wealth Manager

• "These clients have reached the top. And they expect their advisors to be there, too.", December 2006, by Grace W. Weinstein. "The "too many eggs in one basket" argument may resonate, especially since the Enron debacle, but executives may in fact be locked in by a combination of company rules and SEC regulations. According to CFP® Glenn Kautt of The Monitor Group in McLean, Va., those at the Board level or in senior management can be restricted by insider trading rules, and advisors "need to be sensitized" to these restrictions. In fact, he continues, advisors may have to track down the information when executives don't know company policy. Within these limits, there are strategies that can be helpful. But Kautt cautions that "strategies that look good on paper often don't look good in reality. "An example is holding on to incentive stock options (ISOs) for more than a year in order to avoid ordinary income tax on the sale. This popular strategy, Kautt notes, can "go by the board, if the executive is unwilling to take a huge risk in terms of the stock price." In fact, a downturn in the share price "may outweigh any potential tax savings.""
   
• "Taming the Wild West", March 2006 by Cal Brown CFP®

 

Medical Economics

• “Financial Problem Solved: Should I convert to a Roth IRA?", problem solver Glenn Kautt. “Problem: I'm 45 and have about $360,000 in a tax-deferred IRA. How do I decide whether to keep it in the regular IRA or convert to a Roth? … I suggest using a more realistic, albeit more complex, calculation: a computer processing method known popularly as a ‘Monte Carlo simulation’ which a financial adviser can run for you … When I ran the simulation for you, I found that converting to a Roth IRA isn’t necessarily wise.  There’s only a 54% percent chance that you’ll do better with a Roth …”

 

Financial Advisor

• "Retiring Can Mean Business", February 2006, by David J. Drucker. "Glenn Kautt of The Monitor Group in McLean, Va., takes an approach similar to Gibson’s. He also discusses with his client what he calls “the five critical elements of any business,” and how the client intends to handle them. “Sales and marketing, production/operations, distribution, accounting/taxes and personnel/human resources... if they don’t have a good feel for these elements, we stop and explain what they must do in order to be successful. Basically, I’m trying to talk the client out of going into business unless they are willing to address all the critical elements. If they don’t get all the parts right, eventually one of the wheels will fall off and the business will fail.”
      If Kautt’s client passes that test, only then does he take a close look at their product or service and how it might fare in the competitive marketplace. “I encourage the client to do significant market research before opening their doors, to assess pricing, market size, growth opportunities and the regulatory environment, so there are as few surprises as possible.”"

Financial Planning Magazine

• "Factors 1,2,3" (Selling your firm and determining it's value) January 2006 by Glenn Kautt, CFP®, EA
• "Flying Blind" (Benefits of formal estate planning analysis) March 2006 by Glenn Kautt, CFP®, EA
• "In Memoriam" (A dedication to financial planning pioneer, Lynn Hopewell) May 2006 by Glenn Kautt, CFP®, EA
• "Culture Wars" (Sociability vs. Solidarity, concerning corporate culture) May 2006 by Glenn Kautt, CFP®, EA
• "What Really Counts" (A discussion on numbers in the financial planning industry) September 2006 by Glenn Kautt, CFP®, EA
• "Legacy Planning" (Passing on more than money to heirs) October 2006 by Cal Brown, CFP®
• "A Tale of Two Hires" (An article on hiring exceptional employees) November 2006 by Glenn Kautt, CFP®, EA

Journal of Financial Planning

• “Decision Making Under Conditions of Uncertainty: A Wakeup Call for the Financial Planning Profession”, April 2004 by Lynn Hopewell, CFP®, EA
• “Real Option Analysis: The Profession's Next Cutting-Edge Tool”, February 2003, by Glenn Kautt, CFP®
• “Should Planners Recommend Trusts as IRA Beneficiaries?” October 2003, by Cal Brown, CFP®, and Thomas Campbell, J.D.
• “The Financial Planner as Decision Maker”, October 2002 by Glenn Kautt, CFP®, EA