News/Media Appearances

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Michael Boone is a Certified Financial Planner and investment advisor in Bellevue, WA

Latest appearance! - Michael Boone recently appeared on KING 5 NEWS to share smart financial decisions for the New Year.

"Michael Boone, founder of MWBoone & Associates, LLC in Bellevue offers several year-end tips for you and your family to think about before 2014..."

 

2013

Michael Boone is an investment advisor and Certified Financial Planner in Seattle, WAKOMO News Seattle: Lottery tickets worth millions have yet to be turned in - May 28, 2013

..."The decision to delay coming forward [to claim lottery winnings] might be more calculating than careless," says Seattle financial advisor Michael Boone, especially if a client is dealing with tax issues or divorce...


2012

Michael Boone is an investment advisor and Certified Financial Planner in Seattle, WAABC Nightline: Some Powerball winners remain a mystery - November 30, 2012

..."After [the party], you need to start building a team," including a lawyer, an accountant, and an experienced financial advisor...says Seattle financial advisor Michael Boone, who specializes in helping the suddenly wealthy...

CNN - The Situation Room: Lottery winners' lives ruined - November 28, 2012
...Only about half of all lottery winners are happier three years later, says Michael Boone, whose Seattle firm advises big [lottery] winners. "People have an opportunity to do all the things they ever dreamed of; sometimes that's a good thing and sometimes it's not"...

WKYC Chicago:  Lottery winners not always as lucky in personal lives - November 28, 2012
..."I think Henry Ford said it really well.  He said that 'Money doesn't change a person; it simply unmasks them...' says Michael Boone, whose [Bellevue] firm advises big lottery winners...

NPR - Low interest rates: Who wins, who loses? - June 18, 2012
...For retirees, Bellevue financial advisor Michael Boone says low interest rates are "incredibly destructive," the final blow in a triple whammy of the last decade...

CNN - Advisor to Lottery Winners: Take the Money and Hush - April 18, 2012
...Michael Boone, a Bellevue, Washington-based wealth manager, said he often encourages clients with "found money" - that is, inheritance, lottery winnings, or high-dollar sports contracts - to keep a low profile...

Michael Boone is a Certified Financial Planner offering retirement and investment advice in Seattle, WA

CNN - You won the lottery! Now what? - March 30, 2012
...Begin to think of it as the goose, and not the golden eggs.  This isn't the money that you spend, but rather the money that produces the money that you spend...





Barron's 2012 Top Advisor Rankings: Washington - January 20, 2012
...Michael Boone, CFP®, CFA of MWBoone and Associates, LLC was ranked #21 of the top financial advisors in Washington state...

 

Shawn Nelson is an MWBoone financial advisor and Certified Financial Planner2011

Komo News - Experts: Results of debt ceiling debate can affect everyone – July 13, 2011

…."The number one effect is for federal employees. Are you going to receive a paycheck or an IOU?" said Shawn Nelson, financial advisor with MWBoone Associates….

 

Michael Boone is a financial advisor and investment professional to lottery winners in Bellevue, WA

 

Money/Business Radio KKOL – October 21, 2011  Part 1 - Part 2 - Part 3

…. citing the .01% rate on a 3-month Treasury bill, Michael notes, "the kinds of questions we're getting today are 'How do you get decent returns without taking a ridiculous amount of risk?'"




Five Star Professional: Michael Boone Awarded for 5th Consecutive Year - 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 ...

 

MWBoone offers retirement and investment advice in the Seattle/Bellevue area2010


KING5 NEWS - Budgeting the holidays: Tips from a financial planner - November 30, 2010
... we decided to turn to one of our area experts on financial planning, Michael Boone, and this is what he tells his own clients...



Financial Makeover: Setting His Sails for Retirement - May 26, 2010
... to find out if his plans are feasible, Sohlstrom met with Michael W. Boone, a certified financial planner with his own firm in Bellevue, MWBoone and Associates...

 

2009

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 ...

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 ...

Christian Counseling Service: If We Are To Be Set Apart - April 26, 2009
...Giving, saving, and spending.  Most families do well teaching one of the three...The Bible calls for us to be wise stewards of our resources and that wisdom must be used in all three areas...

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 ...

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 ...

 

2008

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 certified financial planner in Bellevue ...

 

2007

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...

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...

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 MWBoone...

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, ...

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 MWBoone and Associates of Bellevue, Wash...

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...

 

2006

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 ...

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 ...

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, ...

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...

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...

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...

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...

 

2005

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...

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...

 

2004

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 ...

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., ...

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...

 

 

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 ...

 

2003

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...

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. ...

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 ...

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 ...

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. ...

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 ...

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 ...

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 ...

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 ...

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 ...

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, ...


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 ...  





Financial Advisor Magazine:  What Do You Say Now? - 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...

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...

 

2002

The Street.com: Don't Expect Special Attention With 'Separate Accounts' - February 15, 2002
"You get a generic portfolio of whatever investment objective you fall into," says Michael Boone, a certified financial planner in Bellevue, Wash. ...

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 ...

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..

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 ...

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 ...

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 ...

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.

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...

 

2001

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 ...

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.

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...

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 ...

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 ...

 

2000

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. ...

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...

 

  

(Note that web page locations are updated periodically and links may not function.  All links are the responsibility of the media source and are not necessarily indicative of the views of MWBoone and Associates.)

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