Web Updates and Press Releases
This is where we'll announce the most recent additions to our web site. If you've visited us before and want to know what's changed, take a look here first.
Recent Media Coverage of MWBoone and Associates
Follow the above link to see articles in which we have been quoted, or sources we have been interviewed by. The list grows constantly so check back from time to time.
A sampling of media sources we have been quoted in...
These additional sources have interviewed us but they may not maintain articles available without subscription on the web. All links are the responsibility of the media source and are not necessarily indicative of the views of MWBoone and Associates :
The Wall Street Journal, Forbes, Worth, the Associated Press, Reuters, The
Chicago Tribune, Money, CNN, The Motley Fool, USA Today, The Street.Com, The
Hindustan Times, Investment Advisor, Investment News, Smart Money Magazine,
Merrill Lynch and Charles Schwab client publications, The Seattle Times, The San
Diego Union, The Puget Sound Business Journal, The Los Angeles Times, The
Chicago Tribune, Financial Planning Magazine, KPLH Radio Phoenix, The New York
Post, AARP Newsletter, The Pittsburgh Gazette, Augusta Chronicle, Kiplinger
Retirement Report, Bloomberg Personal Finance, Consumer Reports, etc.
(Note that web page locations are updated periodically and links may not function.)
Puget Sound Business Journal: Boone helps take people to where dreams
are - September 16, 2002
... Michael Boone took his leadership skills deep into the African ... Boone's
own firm continues to fair well in ... graduating from the University of Puget
Sound for the ...
Boone Helps Take People to Where Dreams Are
USATODAY.com: Bush's team differs on divesting - March 7, 2001
... Mindful of that view and Bush administration vows to ... and O'Neill at the
request of USA TODAY say the ... within the same industry," says Michael Boone,
a chartered ...
Bush's Team Differs on Divesting
The Seattle Times: High praise for aggressively saving - May 4,
2009
... Aimée Huff, a certified-financial planner and chartered financial analyst with
MWBoone and Associates, of Bellevue, is working with...college, retire in 10 years and meet the purchase of a new house ...
High praise for aggressively saving
The Seattle Times: Bellevue couple seek financial advice as retirement looms
- May 4, 2009
... radiated the values of a career Boeing employee: cheerful, self-possessed, competent, careful. Her financial-makeover story seemed ...
found a good fit with Aimée Huff, a certified financial planner and chartered financial analyst with Bellevue's MWBoone and Associates ...
Bellevue couple seek financial advice as retirement looms
KOMO News: Got an ARM, Now Might Be the Time to Refinance - March 19, 2009
... Federal Reserve just threw more than a trillion dollars at the housing market..."The credit is out there," said Aimee Huff of MWBoone and Associates in Bellevue. "If you've been reasonably ...
Got an ARM, Now Might Be the Time to Refinance
KOMO News: Time to start investing in stocks again? - March 24, 2009
... heard a million times that no one has a crystal ball, but many financial advisors say since stocks are so volatile right now, make sure you have ...
Time to start investing in stocks again?
Wall Street Journal: Chasing Muni Yield Carries Risk - May 12,
2008
... most investors, however, the risks outweigh the returns. "Right now the yields look fantastic and juicy, but they're juicy for a reason,"
says Michael Boone, a fee-only certified financial planner in Bellevue ...
Chasing Muni Yield Carries Risk
Puget Sound Business Journal: Charities still awaiting tax provision's impact on giving
- December 1, 2006
... And both universities are making potential donors aware of the IRA option. Aimée Huff, a certified financial adviser with wealth manager MWBoone and Associates in Bellevue, said
...
Charities still awaiting tax provision's impact on giving
CNN.COM: Those Worthless
Options
- November 13, 2000
...hit for people and it's
unprecedented for people with stock options," said certified financial planner
(CFP) Michael Boone, in Bellevue, Wash.
Those Worthless Options
Stanford.edu: Settlement Gives $80 Million To Make Investors Smarter
- April 28, 2003
... whether it's on the upside or the downside," said Michael Boone, a certified
financial
planner and president of MWBoone & Associates in Bellevue, Washington. ...
Settlement Gives $80 Million To Make Investors Smarter
CNN.com: If you hold a winning
Powerball ticket
- August 27, 2001
Absolutely the first thing is to get
it out of their checking account. ... If you hold a winning Powerball ticket.
Michael Boone, certified financial planner to winners ... and Associates in
Bellevue, just outside Seattle, Washington, Boone has seen a lot ...
If You Hold a Winning Powerball Ticket
Puget Sound Business
Journal: Former dot-com workers struggle as bills mount -
August 20, 2001
Michael Boone, a Bellevue-based
certified financial planner, said many of his clients are dot-com and high-tech
professionals.
Former Dot.com Workers Struggle as Bills Mount
Financial-Planning.com: At
Current Yields, Bonds Look Attractive to Some - September
3, 2003
... to 5.4%. "That's a huge,
huge increase," said Michael Boone, CFP, CFA,
at MWBoone & Associates in Bellevue, Wash. Boone, who prefers ...
At Current Yields, Bonds Look Attractive to Some
Financial-Planning.com: Junk
Bonds Slowly Turn into Junk - June 3, 2003
... because the high-quality
bond markets continue to rally," said Michael Boone, CFP
at MWBoone ... that you used to get," said Erika Safran, a financial planner
with ...
Junk Bonds Slowly Turn Into Junk
Smartmoney.com: Read the Fine
Print - August 7, 2002
QUESTION: I'm looking at a
universal life insurance policy from a company named AmerUs. It's tied to the
Standard & Poor's 500 and guarantees a minimum return of 3%, capping out at 11%.
Interest is… Michael W. Boone, CFP, CFA of Bellevue WA advises..
Read the Fine Print
CNN.com: Michael W. Boone:
Financial planning for lottery winners - August 27, 2001
Michael Boone has over 15 years experience in investments
and securities. He is a Certified Financial Planner and a Chartered Financial
Analyst. He does public speaking on financial matters, and has written for or
been featured in many...
Michael Boone: Financial Planning for Lottery Winners
Financial-Planning.com:
Refinancing Roulette
- April 1, 2001
... on your client's life and needs:
What is the overall financial plan? ... fees, origination
fees -- "a whole litany of costs," according to Michael Boone, a planner ...
Refinancing Roulette
HoustonChronicle.com: Many Affluent Americans Plan to Stick with Bonds
- August 18, 2003
... The
rise in rates has been extraordinarily rapid," said Michael Boone, a certified
financial planner and president of MW Boone & Associates in Bellevue, Wash. ...
Many Affluent Americans Plan To Stick With Bonds
RegisteredRep.com: When
Affluenza Strikes
- November 1, 2002
... Michael Boone, a CFP
and CFA with MWBoone Associates in Bellevue, Wash., recommends
clearing money out of a client's swollen checking account (minus some ...
When Affluenza Strikes
Financial Advisor Magazine:
What Do You Say Now? - May, 2003
... returns four years in a
row (during the Great Depression the market was down 1929-1932),”
says Bellevue, Wash.-based advisor Michael W. Boone, president of ...
What Do You Say Now?
Financial Advisor Magazine:
Good Times for Tenants
- April, 2003
... of offices. That's our perspective
on it,” says Michael Boone, a
certified financial planner in Bellevue, Wash. Relocating also ...
Good Times for Tenants
Financial-Planning.com:
Microsoft Employees Clients of Financial Advisor - July 15,
2003
... Planner Michael Boone can
see the Microsoft headquarters
from his office in Bellevue, Wash. Naturally, he’s got ...
Confused Microsoft Employees Prime Targets for Financial Advice
Financial-Planning.com:
Investment Advisers Still Upbeat On Junk Bonds
- April 22, 2003
... a pullback," said Erika Safran, a financial planner
with Financial Asset Management ... Michael Boone, a CFP at MWBoone & Associates
in Bellevue, Wash., said he's ...
Investment Advisers Still Upbeat On Junk Bonds
TheStreet.com: A Few More
Years Working -
May 22, 2002
... Michael Boone, a certified
financial planner based in Bellevue, Wash., says he's
well aware of retirements that have been delayed because investors saw massive
...
A Few More Years Working
Financial Advisor Magazine: Credibility Gap for the
Big Few - May, 2002
...
questionable accounting is a pervasive practice at publicly held companies, says
Bellevue, Wash., planner Michael Boone.
...
(Interestingly, the CFP Board of
...
Credibility Gap For The Big Few
The Seattle Times: Q&A: Profits passed on to
Investors - January 17, 2003
... is a great way to accumulate more shares of stock without taking any money
out of
your pocket, said Michael Boone, owner of a Bellevue financial-planning and ...
Q&A: Profits Passed on to Investors
Washington Post: Treasury Offers Options For Less-Than-Adventurous
Investors
- April 30, 2003
... and that's the scary thing about just locking in normal bonds right now with
rates
so low," said Michael W. Boone, a certified financial planner from Bellevue, ...
Treasury Offers Options For Less-Than-Adventurous Investors
Puget Sound Business Journal Names 40 Individuals
as Our Region's up-and-Coming
Executives and Entrepreneurs - September
13, 2002
The judging process began with 125 nominees, who answered questions about their
business strategy,
work ethic and community participation. Each honoree needed to be younger than
40 as of Sept. 13, 2002.
The 40 individuals were selected by a panel of judges and the judging criteria
was based on business acumen,
community involvement and leadership.
Puget Sound Business Journal Names 40 Individuals as Our Region's up-and-Coming
Executives and
Entrepreneurs
CNN.com:
CNN Live Interview with Michael Boone - December 30, 2003
... CAROL
COSTELLO, CNN ANCHOR: It could turn out to be a filthy rich New Year for one
or more ... MICHAEL BOONE, FINANCIAL PLANNER: Hi, Carol. ... BOONE: You know, we
have
...
CNN Live Today
CNN.com:
CNN Live Interview with Michael Boone - January 7, 2004
... DARYN
KAGAN, CNN ANCHOR: Well, whomever ends up with the multimillion dollar
...
Financial
planner Michael Boone is experienced in advising Lottery players who
...
CNN Live Today
Financial-Planning.com: Planners Should Do Pension
Homework - October 18, 2004
...Michael Boone, CFP and financial adviser with MWBoone & Associates in
Bellevue, WA., says he has fortunately not encountered many clients dealing with
pension...
Planners Should Do Pension Homework
WashingtonPost.com: Yield Curve
Anomaly Doesn't Repeal a Basic Rule: Diversification
- January 22, 2006
... to buy no
matter what," said Michael W. Boone, a money manager in Bellevue, Wash...
Yield Curve Anomaly Doesn't Repeal a Basic Rule:
Diversification
Chicago Tribune: An Unwatched
401(k) is One Lacking in Vision - March 12,
2006
... thing in retirement accounts this year is the Roth 401(k)," said
Michael Boone, ... planner and president of MWBoone and Associates in Bellevue,
Wash...
An Unwatched 401(k) is One Lacking in Vision
Washington Post: Don't Lose Faith
in Short Term Bonds - January 24, 2006
... portfolios and pensions with long-term obligations, and they have to buy no
matter what," said Michael Boone, a money manager in Bellevue, Wash...
Yield Curve Anomaly Doesn't Repeal a Basic Rule:
Diversification
Financial Advisor Magazine
- May, 2003
...do they know where and how you’re adding value to their
financial and investment ... based advisor Michael W. Boone, president of M. W.
Boone & Associates...
What Do You Say Now?
ConsumerReports.org: Where To Get
Money When You Need It - January, 2006
Michael Boone, a certified financial planner in Bellevue, Wash.,
thinks that three months of your gross salary is a smart place to start...
Where To Get Money When You Really Need It
Bankrate.com: When to Begin
Drawing Social Security Benefits - June 22,
2007
Financial planners estimate that Social Security
benefits today provide, ... out late," says Michael Boone, CEO and charter
financial analyst at M.W. Boone...
When to begin drawing Social Security benefits
CNNMoney.com: Own Your Dream
Home: Four Ways to Get There
... or
equity funds if not for a few years, says Michael Boone, a financial adviser in
Bellevue, Wash. You'll quickly know whether you can afford the house...
Own Your Dream Home: Four Ways to Get There
Journal of Financial Planning:
Are Compliance Issues Changing the Nature of the Financial Planning Business?
The practice of Michael Boone, CFP®, CFA, of MW Boone and Associates in
Bellevue, Washington, has been a combination of fee-only financial planning
and...
Are Compliance Issues Changing the Nature of the Financial
Planning Business?
FoxBusiness.com: Read The Fine
Print - September 2, 2005
...
illustration of the product that will calculate your annual returns for you,
says Michael Boone, a certified financial planner based in Bellevue, Wash...
Read The Fine Print
Desert News (Salt Lake City):
Road Hazards can Derail Even the Best Retirement Plans
- June 3, 2007
... are not the financial panacea they seem," said Michael
Boone, a certified financial planner and owner of M.W. Boone and Associates of
Bellevue, Wash...
Road Hazards can Derail Even the Best Retirement Plans
InvestmentNews.com: Advisers
Boast Big-Bang Theory - August 12, 2002
"It's what we are doing with our clients," says Michael Boone, a certified
financial planner who runs MWBoone & Associates, a Bellevue, Wash...
Advisers Boast Big-bang Theory
Smart Money Magazine: New Strains
for the Sandwich Generation
- May 22, 2007
"You should consider it when you're in your early 50s,"
says certified financial planner Michael Boone, founder of MWBoone and
Associates in Bellevue, Wash...
New Strains for the Sandwich Generation
Smart Money Magazine: Three
Interest-Bearing Products to Skip - June
28, 2007
EE bonds on average is tremendous, especially
for a parent with a young child," says certified financial planner Michael Boone
of Bellevue, Wash...
Three Interest-Bearing Products to Skip
The Miami Herald: Reverse in The
News - June 24, 2007
Financial Freedom Plan (FFP) offers reverse mortgages with no maximum limit ....
you need," predicted Michael Boone, a financial planner in Bellevue, Wash...
Reverse in The News
Puget Sound Business Journal:
Former Dot-com Workers Struggle as Bills Mount
- August 17, 2001
Michael Boone, a Bellevue-based
certified financial planner, said many of his clients are dot-com and high-tech
professionals. For most of them...
Former Dot-com Workers Struggle as Bills Mount
Morningstar: If You're Just Entering the
Profession--Read This First
- January 8, 2003
There are problems with this system of
financial planning, though. Says Michael Boone of MW Boone & Associates in
Bellevue, Wash., who had a brief stint...
If You're Just Entering the Profession--Read This First
Financial Advisor Magazine: The Road to Recovery
- February, 2004
... says certified financial planner Marilyn Dimitroff, president of Capelli ...
says advisor Michael Boone of MW Boone and Associates in Bellevue, Wash...
The Road to Recovery
My Wire: Look Out Above
- Mar 1, 2003
Personal Finance; Career; Financial
Markets; Economy; Business; Industry ... bonds were stupid investments," recalls
Michael Boone, a CFP in Bellevue, Wash...
Look Out Above
FOXNews.com: The Bond Fund Blues
- August 29, 2005
... a certified
financial planner (CFP) with Evensky Brown & Katz in Coral ... Michael Boone, a
CFP and president of MWBoone & Associates in Bellevue, Wash...
The
Bond Fund Blues
Puget Sound Business Journal: Even in bear market, MWBoone attracts
investors...
October 20, 2006
Financial adviser Michael Boone set up shop within a year
of graduating from college, ... Revenues at his Bellevue firm grew more than 80
percent from 2003 ...
Even in bear market, MWBoone attracts investors
Chicago Tribune.com: Approach to retirement can
become filled with turbulence - June 3,
2007
... but homes are not the financial panacea they seem," said Michael
Boone, a certified financial planner and owner of MWBoone and Associates of
Bellevue, ...
Approach to retirement can become filled with turbulence
Financial Planning.com: Planners Should Do
Pension Homework - October 18, 2004
Michael Boone, CFP and financial adviser with MWBoone & Associates in Bellevue,
Wa., says he has fortunately not encountered many clients dealing with ...
Planners Should Do Pension Homework
The Street.com: Don't Expect Special Attention
With 'Separate Accounts' - 02/15/2002
"You get a generic portfolio of whatever investment objective you fall into,"
says Michael Boone, a certified financial planner in Bellevue, Wash. ...
Don't Expect
Special Attention With 'Separate Accounts'
InvestmentNews.com: Stock options proposal stirs
debate
- April 5, 2004
Financial advisers
who have many clients with stock options are concerned ... asked Michael Boone,
president of MWBoone and Associates in Bellevue, Wash., ...
Stock options proposal stirs debate
CNN Money:Those worthless options
- November 13, 2000
"It's a huge hit for people and
it's unprecedented for people with stock options," said certified financial
planner (CFP) Michael Boone, in Bellevue, Wash. ...
Those worthless options
BankRate.com: Should you take your Social
Security now or later?
Financial planners estimate that Social Security
benefits today provide, on average, ... says Michael Boone, CEO and charter
financial analyst at MW Boone. ...
Should
you take your Social Security now or later
Trading Tactics: Taking a Bad Rap
- September 10, 2006
keeps most financial advisers from. employing the
strategy. “Short selling ... bonds, Michael Boone, CFA, of. MWBoone & Associates
in Bellevue, ...
Taking a Bad Rap