News & Events

Orlando Business Journal banking and finance reporter Christopher Boyd features Tom Ruggie, president of Ruggie Wealth Management, in an article offering readers advice on where to invest money during the recession. Ruggie cautions against buying stocks now “unless you’re willing to put it away for at least a 10-year period.”

MSN Money publishes an article written by Associated Press reporters featuring Tom Hepner, investment adviser representative with Ruggie Wealth Management. The article takes a look at strategies investors can employ when reinvesting sidelined cash. "In uncertain times, dollar cost averaging is a good idea because it spreads risks and helps smooth out the bumps a market might take as it expands," explains Hepner.

Associated Press reporter David Pitt quotes Tom Hepner, investment adviser representative with Ruggie Wealth Management, in an article featured on Yahoo Finance about the stock market’s reaction to quarterly profit reports. Hepner explains that a realistic S&P 500 level is between 900 and 915 and there is likely to be some correction. "I think that the market has overextended itself," says Hepner.

Forbes.com publishes an article written by Associated Press reporters featuring Tom Hepner, investment adviser representative with Ruggie Wealth Management. The article takes a look at strategies investors can employ when reinvesting sidelined cash. "In uncertain times, dollar cost averaging is a good idea because it spreads risks and helps smooth out the bumps a market might take as it expands," explains Hepner.

Associated Press reporter David Pitt quotes Tom Hepner, investment adviser representative with Ruggie Wealth Management, in an article featured on Forbes.com about the stock market’s reaction to quarterly profit reports. Hepner explains that a realistic S&P 500 level is between 900 and 915 and there is likely to be some correction. "I think that the market has overextended itself," says Hepner.

The New York Times publishes an article written by Associated Press reporters featuring Tom Hepner, investment adviser representative with Ruggie Wealth Management. The article takes a look at strategies investors can employ when reinvesting sidelined cash. "In uncertain times, dollar cost averaging is a good idea because it spreads risks and helps smooth out the bumps a market might take as it expands," explains Hepner.

Mark Bruno, a reporter with InvestmentNews, interviews Tom Ruggie, founder and president of Ruggie Wealth management, in an article about the increase in lawsuits targeting small retirement plan providers over 401(k) fees. “It's incumbent upon these companies to at least ask for more disclosures at this point. The service providers can say no, of course, but it's a plan sponsors' duty to seek out more information given all that's going on around fees at the moment,” explains Ruggie.

CNBC “On the Money” host Carmen Wong Ulrich seeks financial planning advice from Tom Ruggie, president of Ruggie Wealth Management. Throughout the hour long show, Tom answers viewer questions and offers insight into issues such as investment risk tolerance and college financing.

WOFL-TV Fox 35, Mar. 17, 2009

WOFL-TV Fox 35 anchors discuss breaking news affecting Americans and their finances with Tom Hepner, investment advisor representative at Ruggie Wealth Management. Hepner shares his insight on the Federal Reserve meeting and the AIG bonus debacle.

CNBC hosts Sue Herera and Michelle Caruso-Cabrera interview Tom Hepner, investment adviser representative with Ruggie Wealth Management, on options to rebuild retirement income portfolios. Hepner comments that now is the time to make sure your portfolio is within your tolerance. Hepner offers insight on “The Ruggie Method,” a patent-pending retirement distribution strategy unique to Ruggie Wealth Management.

Tom Ruggie, David Weiss and Dianne Webb of Ruggie Wealth Management answer reader questions on Estate and Gift Tax Law, income taxes and stimulus check qualifications.

Kelli Zuber, retirement plan specialist with Ruggie Wealth Management, discusses retirement plan concerns during a Central Florida News 13 segment. Zuber comments that people shouldn’t panic when planning for the future. “The best piece of advice that we can give to employees is not to panic, keep your contributions as they are; if you have to lower them, go ahead, but you at least want to be doing something for yourself,” says Zuber.

WKMG-TV interviews Tom Ruggie for his insight on how to manage money and investments in 2009. Ruggie shares his thoughts on 401(k) investments, smart saving vehicles and discusses his patent-pending retirement distribution strategy.

Scott Powers of the Orlando Sentinel quotes Tom Hepner, investment adviser with Ruggie Wealth Management, on how you can keep yourself employed. Hepner comments on being discreet about job searches that could result in firing. "I am more concerned about having something get back to your employer that might accelerate that process," says Hepner.

Connie Hicks of Nightly Business Report speaks to David Weiss of Ruggie Wealth Management about preparing retirement finances after the death of a spouse. Weiss helped prepare a couple by putting some of their assets in a variable annuity. “We wanted something that would provide that steady income to her but also to provide her some protection on the downside,” says Weiss.

David Asman and Liz Claman of Fox Business News discuss the opportunities in a distressed market with Tom Ruggie, president of Ruggie Wealth Management. Ruggie says there are opportunities in high rated municipal bond markets, specifically hedge funds. “There is ample opportunity for very smart investors, but investors that are willing to have that iron stomach to invest in some of these distressed areas,” says Ruggie.

Michelle Caruso-Cabrera and Dennis Kneale of CNBC discuss the current economy with Howard Sherman, chief investment officer at Ruggie Wealth Management. Sherman says that earnings are going to be disappointing for the foreseeable future. He notes that we have a huge banking system that needs to be deleveraged. Sherman’s sector picks are health care and consumer staples.