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Upcoming Guest Speakers

Joseph F. Hurley, CPA

Saving for College


Joe Hurley is vice president of Bankrate, Inc. and founder of, an independent source of information and education on 529 plans and other college savings topics. He is author of a book, The Best Way to Save for College – A Complete Guide to 529 Plan; he has appeared at hearings in Washington D.C. to present comments on proposed regulations under IRC section 529; and he is frequently quoted by the popular press on the topic of 529 plans. currently attracts between 150,000 and 200,000 college savers and financial professionals to its website each month. In addition to providing online content, interactive tools, and reporting of developments in the 529 industry, the company offers conferences and other educational services to financial professionals.

Joe began his career with KPMG in its New York City offices. He then spent 20 years as tax partner at a larger regional CPA firm. in Rochester, New York, where he provided tax advice and planning to individuals, businesses, and tax-exempt organizations.

Joe graduated from Williams College in 1978 with a Bachelor of Arts degree, having majored in economics and psychology. He is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, the Personal Financial Planning Committee of NYSSCPA, and the Financial Planning Association of Upstate New York. He lives with his wife and two children in Penfield, New York. Together they have 529 accounts in thirty-two states.


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Featured Guest Speakers

Weston J. Wellington
Vice President

Dimensional Fund Advisors


To listen to the full interview with Weston Wellington, please click here. (right-click to save)

Weston J. Wellington is another of Dimensional's in-house research experts. He helps craft how we talk about investing, functioning primarily as a resource to the financial advisor community. Weston finds data and arguments that help advisors reinforce their business and strategize. One of the firm's most engaging speakers, Weston is an accomplished writer as well, with a regular column on Dimensional's password-protected website, Down to the Wire. It is from this pulpit that he launches his debunking of erroneous media predictions about various markets. This media watchdog role gives Weston another forum to emphasize the importance of "discipline and diversification."

Prior to joining Dimensional in 1995, Weston was director of research at LPL Financial Services, Inc. in Boston, and he has accumulated over three decades of experience in the investment industry. He holds a B.A. in history from Yale University.



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Larry Swedroe
Author & Director of Research

Buckingham Asset Management


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Larry Swedroe is principal and director of research for Buckingham Asset Management, LLC, a Registered Investment Advisor firm in St. Louis, Mo. He is also principal of BAM Advisor Services, LLC, a service provider to investment advisors across the country, most of whom are affiliated with CPA firms. Previously, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from NYU, and a bachelor’s degree in finance from Baruch College.

To help inform investors about the passive investment approach, he was among the first authors to publish a book that explained passive investing in layman’s terms — The Only Guide to a Winning Investment Strategy You'll Ever Need. This popular classic was updated and re-released by the publisher in January 2005, with new data and reflections on more recent market events. The same insights Larry described when the book was originally published in 1998 have remained as applicable today, demonstrating the strength of the approach. He has authored four more books: What Wall Street Doesn't Want You to Know (2001), Rational Investing in Irrational Times (2002), The Successful Investor Today (2003), and Wise Investing Made Simple (2007). He also co-authored a sixth book The Only Guide to a Winning Bond Strategy You’ll Ever Need (2006).

Larry is a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNNfn and Bloomberg Personal Finance. He has been quoted in BusinessWeek Online, The Washington Post, CBS MarketWatch, USA Today and a host of other television, radio and printed news media. Larry’s elegant and entertaining presentation style brings to life the research of the world’s leading financial economists, whose work resulted in the development of Modern Portfolio Theory and the subsequent 1992 American Law Institute restatement of the Prudent Investor Rule. He outlines how such academic research applies to real-world investing via “the winning investment strategy” known as passive management. He also explains why this investment strategy is perhaps best suited for the successful, long-term investment focus of the trusted advisor.

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Robert Shiller
Author & Professor

Yale University


To listen to the Introductory Discussion for the interview with Professor Robert Shiller, please click here.(right-click to save)

To listen to the full interview with Professor Robert Shiller, please click here. (right-click to save)

Robert J. Shiller is the Arthur M. Okun Professor of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, statistical methods, and on public attitudes, opinions, and moral judgments regarding markets.

His 1989 book Market Volatility (MIT Press) is a mathematical and behavioral analysis of price fluctuations in speculative markets. His 1993 book Macro Markets: Creating Institutions for Managing Society's Largest Economic Risks (Oxford University Press) (available via subscribing libraries on Oxford Online) proposes a variety of new risk-management contracts, such as futures contracts in national incomes or securities based on real estate that would permit the management of risks to standards of living. His book Irrational Exuberance (Princeton 2000, Broadway Books 2001, 2nd edition Princeton 2005, and in 15 foreign language editions) is an analysis and explication of speculative bubbles, with special reference to the stock market and real estate. His book The New Financial Order: Risk in the 21st Century (Princeton University Press, 2003, 2004, and in 8 foreign language editions) is an analysis of an expanding role of finance, insurance, and public finance in our future. His book Subprime Solution: How the Global Financial Crisis Happened and What to Do about It, published in September 1, 2008, by Princeton University Press, and available on Amazon’s Kindle, offers an analysis of the housing and economic crisis and a plan of action against it.

His repeat-sales home price indices, developed originally with Karl E. Case, are now published as the Standard & Poor’s/Case Shiller Home Price Indices. The Chicago Mercantile Exchange now maintains futures markets based on these indices.

He has been research associate, National Bureau of Economic Research since 1980, and has been co-organizer of NBER workshops: on behavioral finance with Richard Thaler since 1991, and on macroeconomics and individual decision making (behavioral macroeconomics) with George Akerlof since 1994.

He served as Vice President of the American Economic Association, 2005 and President of the Eastern Economic Association, 2006-07. He writes a regular column "Finance in the 21st Century" for Project Syndicate, which publishes around the world, and "Economic View" for The New York Times. He is co-founder and chief economist of MacroMarkets LLC.


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Bill Bachrach, CSP
Author & Speaker

Bachrach & Associates, Inc.


To listen to the full interview with Bill Bachrach, please click here. (right-click to save)

Bill Bachrach, CSP, is the author of the best-selling book Values-Based Selling™; The Art of Building High-Trust Client Relationships for Financial Professionals. He is the creator of the Values-Based Selling™ Mastery System, The Values-Based Selling Academy™, and the The Trusted Advisor Coach® Program program for top-producers. His latest book Values- Based Financial Planning teaches consumers how to align their financial choices with their personal core values and how to make the best decision about doing it themselves or hiring a Trusted Advisor.

Bill is considered to be the industry's leading resource for helping financial professionals make the transition from being salespeople to being Trusted Advisors. In January of 2001 the readers of Financial Planning Magazine named Bill Bachrach as one of the four most influential people in our business.

Bill has given over 1000 presentations world-wide at some of the industry's most prestigious conferences including 4 appearances at The Million Dollar Round Table, 7 appearances at The Financial Planning Association Success Form, and MDRT Top of the Table.

Bill conducts the Values-Based Selling™ Academy twice per year and he has a daily accountability and weekly mentoring program called the Being Done™ Study Group.

His book for leaders and managers, High-Trust Leadership, co-authored with the legendary Norman Levine, outlines a step-by-step method for leaders and managers to build high-trust, high-performance teams of financial professionals.

The bottom line is that it is proven that producers who implement Values-Based Selling make more money, take more time off, get more referrals, gather more assets, and generate more fee income.


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Eugene F. Fama
Director & Consultant

Dimensional Fund Advisors


September 14, 2008 - Fund Performance/Educational Savings
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Eugene F. Fama is widely recognized as the "father of modern finance." Fama's financial research is well known in both the economics and investment community. He is strongly identified with research on markets, particularly with regard to the efficient market hypothesis. Through his research he has brought an empirical and scientific rigor to the field of investment management, transforming the way finance is viewed and conducted.

He is a prolific author and researcher, having written two books and published more than 100 articles in academic journals. Fama is among the most cited of America's researchers. He focuses much of his study on the relation between risk and return and implications for portfolio management.

Fama has received numerous awards and honors. He was the 2007 recipient of the Fred Arditti Innovation Award given by the CME Center for Innovation. In announcing this year's award, Myron S. Scholes, Nobel Prize-winning economist and chairman of CME's Competitive Markets Advisory Council said, "Eugene Fama has had pathbreaking insights into the functioning of markets, asset pricing theory, and corporate finance that have benefited market participants worldwide. He has written extensively on the efficiency of markets, setting the backdrop for the transfer of risks through futures contracts such as those traded on the CME. His innovative research has resulted in his participation in the development of many new finance products and in the development of new futures contracts for hedging risks."

Other awards he has received include the 1982 Chaire Francqui (Belgian National Science Prize), the first Deutsche Bank Prize in Financial Economics in 2005, and the 2006 Nicholas Molodovsky Award from the CFA Institute recognizing his work in portfolio theory and asset pricing.

Fama's paper "The Cross-Section of Expected Stock Returns" with Kenneth R. French was the winner of the 1992 Smith Breeden Prize for the best paper in the Journal of Finance. His paper "Market Efficiency Long-Term Returns and Behavioral Finance" won the 1998 Fama-DFA Prize for the best paper published in the Journal of Financial Economics in the areas of capital markets and asset pricing.

He was the first elected fellow of the American Finance Association in 2001 and is also a fellow of the Econometric Society and the American Academy of Arts and Sciences. Fama is an advisory editor of the Journal of Financial Economics.

Fama is also chairman of the Center for Research in Security Prices at the GSB, which was founded 40 years ago to create the finest tools for tracking, measuring, and analyzing securities data. He is director of research at Dimensional Fund Advisors, an investment advising firm with more than $150 billion under management.

He earned a bachelor's degree from Tufts University in 1960, followed by an MBA and PhD from the University of Chicago Graduate School of Business in 1964. He also has been awarded a doctor of law degree from the University of Rochester, a doctor of law degree from DePaul University, a doctor honoris causa from the Catholic University of Leuven, Belgium, and a doctor of science honoris causa from Tufts University. He joined the GSB faculty in 1963.

Fama is a father of four and a grandfather of ten. He is an avid windsurfer and golfer, an opera buff, and a fading tennis player. He is a member of Malden Catholic High School's athletic hall of fame.


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Dr. Harry Markowitz
Nobel Prize Winner & Economist

Nobel Prize - Harry Markowitz


August 10, 2008 - Modern Portfolio Theory
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Dr. Markowitz has applied computer and mathematical techniques to various practical decision making areas. In finance: in an article in 1952 and a book in 1959 he presented what is now referred to as MPT, “modern portfolio theory.” This has become a standard topic in college courses and texts on investments, and is widely used by institutional investors for asset allocation, risk control and attribution analysis. In other areas: Dr. Markowitz developed “sparse matrix” techniques for solving very large mathematical optimization problems. These techniques are now standard in production software for optimization programs. Dr. Markowitz also designed and supervised the development of the SIMSCRIPT programming language. SIMSCRIPT has been widely used for programming computer simulations of systems like factories, transportation systems and communication networks.

In 1989 Dr. Markowitz received The John von Neumann Award from the Operations Research Society of America for his work in portfolio theory, sparse matrix techniques and SIMSCRIPT. In 1990 he shared The Nobel Prize in Economics for his work on portfolio theory.


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John R. Nofsinger, PhD
Author & Associate Professor

Mind on My Money


July 27, 2008 - Overcoming Psychological Setbacks When Investing
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John is an Associate Professor of Finance at Washington State University. He is one of the world’s leading experts in behavioral finance and is a frequent speaker on this topic at investment management conferences, universities, and academic conferences. He has often been quoted or appeared in the financial media, including The Wall Street Journal, Financial times, Fortune, Business Week, Smart Money, Money Magazine, Washington Post, Bloomberg, and CNBC, and other media from The Dolans to He has authored (or coauthored) seven trade books and textbooks that have been translated into six different languages. John is also a highly successful scholar, having published more than 30 articles in scholarly and practitioner journals. He has also conducted research for groups such as private investment firms, the New York Stock Exchange, the CFA Institute, and policy think-tanks. His academic research activities have won many awards. Recently, he has started a blog called “Mind on My Money” at the Psychology Today blog site.

See my Blog at Psychology Today; it is called Mind on My Money!
I post short discussions on behavioral finance topics.  Learn about psychological biases and emotions that impact investment and financial decisions.  These posts are useful to investors, teachers, students, the media, researchers, investment advisors, and other investment professionals.

Go directly to Mind on My Money.


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Dr. Leonard Mlodinow
Author, Screenwriter & Professor



June 29, 2008 - Randomness, Chance, and Probability
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Leonard Mlodinow recieved his doctorate in physics from the University of California, Berkeley, was an Alexander von Humboldt fellow at the Max Planck Institute, and now teaches about randomness to future scientists at Caltech. Along the way he also wrote for the television series MacGyver and Star Trek: The Next Generation. His previous books include Euclid's Window: The Story of Geometry from Parallel Lines to Hyperspace, Feynman's Rainbow: A Search for Beauty in Physics and in Life, and, with Stephen Hawking, A Briefer History of Time. He lives in South Pasadena, Calilfornia.


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Steve Weisman
Attorney & Counsellor at Law

Steve Weisman


March 15, 2008 - Identity Theft
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With a law degree from Boston College Law School, Attorney Steven J. J. Weisman has a general law practice specializing in estate planning. In addition to practicing the law, from 1982 through 1999 Attorney Weisman was a talk show host on Boston radio station WRKO and now he provides weekly legal commentaries on the nationally syndicated Doug Stephan Good Day Show. Steve is also host of the syndicated radio show "A Touch of Grey" heard throughout the country. Along with co-host Ginger Applegarth, he hosted on the radio show "Live Money" on Business 1060 radio in Boston which received the AIR award as best afternoon radio show in Boston for 2001. Attorney Weisman has also taught at the University of Massachusetts, Curry College, and Boston University. Presently he is an adjunct faculty member at Bentley College. Steve is the author of 'A Guide to Elder Planning' and '50 Ways to Protect Your Identity and Credit'.


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