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2010

Financial Advisor (Wall Street Journal) December 2, 2010
Marshall Eckblad describes how Ruggie Wealth has developed a novel new way to handle clients with less complicated financial situations, by opening RW Direct.

PR WEB, November 17, 2010
RW Direct established by visionary founders of Ruggie Wealth Management and 401k Generation to deliver "Triple Crown" service to retirement plan participants.

PR WEB, September 29, 2010
Thomas H. Ruggie Recognized as One of America's Top 100 Independent Financial Advisors by Registered Rep. Magazine.

2009

Bankrate.com, July 8, 2009
Bankrate.com reporter Laura Bruce features Ruggie Wealth Management founder and president Tom Ruggie in an article about automatic retirement plans. Ruggie explains that default accounts usually represent a one-size-fits-all approach, which isn't always good for the participant. "Different employees have different risk tolerances and retirement goals. It's ridiculous to assume we need to give them the exact same accounts just because of their age," explains Ruggie.

TheStreet.com, June 6, 2009
Laurie Kulikowski of TheStreet.com quotes Tom Hepner, investment adviser representative with Ruggie Wealth Management, in an article discussing JPMorgan's success. Hepner asserts that while Citi and BofA have been "chasing" the problem of ever-increasing loan losses, "JPMorgan has been in front of it."

CNBC.com, April 20, 2009
CNBC.com web producer Carlo Dellaverson features Tom Ruggie, president of Ruggie Wealth Management, in an article about investment risk tolerance. "The "cash is king" mentality won't get you far on a long-term basis," says Ruggie.

Yahoo Finance, Mar. 11, 2009
Yahoo Finance publishes an article by Karen Blumenthal of The Wall Street Journal featuring Tom Ruggie, president of Ruggie Wealth Mangement. The article discusses how to achieve favorable returns on investments. Tom explains that in order to garner solid returns Ruggie Wealth builds investment portfolios of fixed-income mutual funds for money that clients will need within the next decade.

2008

Mainstreet.com, Dec. 9, 2008
Mainstreet.com picks up an article by David Pitt of The Associated Press that quotes Tom Ruggie, president of Ruggie Wealth Management, on rebalancing your asset allocations. Ruggie comments that people are afraid to get into a down market. "Investments are the only thing in the world where people don't want to buy things on sale," says Ruggie.

Charlotteobserver.com, Dec. 8, 2008
The CharlotteObserver.com picks up an article by David Pitt of The Associated Press that quotes Tom Ruggie, president of Ruggie Wealth Management, on rebalancing your asset allocations. Ruggie comments that people are afraid to get into a down market. "Investments are the only thing in the world where people don't want to buy things on sale," says Ruggie.

CNBC.com, Dec. 5, 2008
CNBC.com picks up an article by David Pitt of The Associated Press that quotes Tom Ruggie, president of Ruggie Wealth Management, on rebalancing your asset allocations. Ruggie comments that people are afraid to get into a down market. "Investments are the only thing in the world where people don't want to buy things on sale," says Ruggie.

Yahoo! Finance, Dec. 5, 2008
Yahoo! Finance picks up an article by David Pitt of The Associated Press that quotes Tom Ruggie, president of Ruggie Wealth Management, on rebalancing your asset allocations. Ruggie comments that people are afraid to get into a down market. "Investments are the only thing in the world where people don't want to buy things on sale," says Ruggie.

TheStreet.com, Sept. 26, 2008
Laurie Kulikowski of TheStreet.com quotes Tom Hepner, financial adviser at Ruggie Wealth Management, on the possibility of more banks disappearing.
Hepner who is concerned about Wachovia says, "Smaller banks will not have anywhere near the impact [of WaMu] ... but a Wachovia would."

Yahoo! Finance, Aug. 13, 2008
Sheyna Steiner of Bankrate.com quotes Tom Ruggie, founder and president of Ruggie Wealth Management, on how asset allocation can help a portfolio. "Realistically, they can put their money into an asset allocation plan and, given a long enough time frame, there is some predictability as to what will happen," Ruggie says.

Bankrate.com, Aug. 11, 2008
Sheyna Steiner of Bankrate.com quotes Tom Ruggie, founder and president of Ruggie Wealth Management, on how asset allocation can help a portfolio. "Realistically, they can put their money into an asset allocation plan and, given a long enough time frame, there is some predictability as to what will happen," Ruggie says.

TheStreet.com, April 25, 2008
Laurie Kulikowski of TheStreet.com quotes Tom Ruggie, founder and president of Ruggie Wealth Management, on his views on the current state of the banking industry and what bank stocks his firm is investing in. Ruggie says his firm is investing in BB&T and Colonial Bancgroup. "You have to put your blinders on for two years, you don't know if you're at a low or the low ... You're buying these at a significant discount and regardless of what does pop up, I believe a lot of the concern is already built in," he says. "I don't think we're through it, but a lot of it is already priced in."

 

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