| Newsletters & Articles |
- Conference Call Opening Comments - July 15, 2010
Opening comments from July 15, 2010 conference call hosted by Paul. This is a partial transcript. Call the Newark office at 302-737-4546 to request an audio CD (which includes the full call, including Q&A that follows the opening comments).
- Market Review/Outlook - July 2010
Review/outlook by Mallard's Wealth Management Division. Data is updated through 6/30/2010.
- Mallard Flyer - July 2010
Quarterly newsletter, with an article by Bill on market timing, and an article by Paul on financial tips and techniques.
- Market Review/Outlook - June 2010
Review/outlook by Mallard's Wealth Management Division. Data is updated through 5/31/2010.
- Conference Call Opening Comments - April 15, 2010
Opening comments from April 15, 2010 conference call by Paul. This is a partial transcript. Call the Newark office at 302-737-4546 to request an audio CD (which includes the full call, including Q&A that follows the opening comments).
- Market Review/Outlook - April 2010
Review/outlook by Mallard's Wealth Management Division. Data is updated through 3/31/2010.
- Mallard Flyer - April 2010
Quarterly newsletter, with an article by Paul on Warren Buffett's annual letter to Berkshire Hathaway shareholders, and an article by Bill on how spending like a millionaire can prevent you from becoming one.
- Market Review/Outlook - March 2010
Review/outlook by Mallard's Wealth Management Division. Data is updated through 2/28/2010.
- Conference Call Opening Comments - January 15, 2010
Opening comments from January 15, 2010 conference call by Wealth Management Division (Paul Baumbach). This is a transcript. Call the Newark office at 302-737-4546 to request an audio CD (including the questions and answers which followed).
- Market Insert - January 2010
Review/outlook by Mallard's Wealth Management Division. Review of 2009 outlook, and presentation of 2010 outlook.
- Mallard Flyer - January 2010
Quarterly newsletter, with an article on Roth Conversions by Bill and an article on lessons from 2009 and resolutions for 2010 by Paul.
- Wilmington News Journal - December 28, 2009
The business section of the December 28, 2009 issue of the Wilmington (Delaware) News Journal includes an article "Betwixt and Between" which reviews the expectations for three area financial professionals, including Mallard's Paul Baumbach.
- Market Review/Outlook - December 2009
Review/outlook by Mallard's Wealth Management Division.
- Conference Call Opening Comments - October 15, 2009
Opening comments from the October 15th conference call. This is a transcript. An audio recording can be mailed to you if you call the Newark office at 302-737-4546.
- Mallard Review/Outlook - October 2009
Review/outlook by Mallard's Wealth Management Division
- Mallard Flyer - October 2009
Article by Paul on 'the year in review', and an article by Bill on preparing for college costs, and sharing the burden.
- Market Review/Outlook - September 2009
Review/outlook by Mallard's Wealth Management Division
- Conference Call Opening Comments - July 15, 2009
Opening comments from the July 15th conference call. This transcript and an audio recording can be mailed to you if you call the Newark office at 302-737-4546.
- Market Review Insert - July 2009
Quarterly review/outlook by Mallard's Wealth Management Division.
- Mallard Flyer - July 2009
Articles by Bill on the 'Shelf-Life of Your Portfolio', and articles by Paul on optimizing Social Security benefits and on Qualified Charitable Distributions from IRAs.
- Market Review/Insert - June 2009
Review/outlook by Mallard's Wealth Management Division
- Conference Call Opening Statement - April 15, 2009
Paul prepared a four page opening statement for his quarterly conference call.
- Market Review Insert - April 2009
Quarterly review/outlook by Mallard's Wealth Management Division
- Mallard Flyer - April 2009
Articles by Bill on Fee-Only Mortgage Brokers, and on taking non-required IRA withdrawals, and articles by Paul on Warren Buffett's recent annual letter, and on "Firewall Investing."
- Conference Call Opening Statement - March 16, 2009
Paul prepared five pages of comments as his opening words for the conference calls he hosted on March 16th and 17th.
- Conference Call Opening Statement - January 15, 2009
Paul prepared several pages of comments as his opening words for the January 15, 2009 conference call.
- Market Review Insert - January 2009
Quarterly and annual review of 2008 and outlook for 2009 by Mallard's Wealth Management Division.
- Mallard Flyer - January 2009
Article by Bill on lessons from 2008, one by Ed Mink on income tax changes, and one on lessons from the Madoff scandal by Paul.
- Market Review/Insert - December 2008
Review/outlook by Mallard's Wealth Management Division.
- Random Thoughts--November 16, 2008
Paul writes on a variety of topics, market timing, risk tolerance, protecting cash flow, and the current economic situation.
- Market Alert - October 23, 2008
Alert sent on 10/24/2008 by Wealth Management Division, discussing the stock market, and providing a framework for reactions.
- Market Review Insert - October 2008
Quarterly review/outlook by Mallard's Wealth Management Division
- Mallard Flyer - October 2008
An article on Herd Mentality by guest-writer David Marotta, and a Roth IRA article by Bill.
- Market Alert - September 19, 2008
Alert sent on 9/19/2008 by Wealth Management Division, discussing the stock market's turmoil, and its implications for investors.
- Market Review Insert - July 2008
Quarterly review/outlook by Mallard's Wealth Management Division.
- Mallard Flyer - July 2008
An article on "Philosophy 101" by Paul, and ""Controlling Your Financial Future" by Bill.
- Market Review Insert - April 2008
Quarterly review/outlook by Mallard's Wealth Management Division.
- Mallard Flyer - April 2008
An article on "Where are the Gurus" and "Buying a Pension" by Paul, and "Margin of Safety" by Bill.
- Market Alert - March 2008
Alert sent to clients on 3/17/2008 by Wealth Management Division, on recent market developments, including the collapse of Bear Stearns.
- Market Review/Outlook - January 2008
Quarterly and annual review of 2007 and outlook for 2008 by Mallard's Wealth Management Division
- Mallard Flyer - January 2008
An article on real estate investing by Bill and an article by Paul on finding 'your number' for retirement.
- InvestmentNews - December 2007
Paul was quoted in InvestmentNews about his concerns with foreign stock investing.
- Market Review Insert - October 2007
Quarterly review/outlook by Mallard's Wealth Management Division.
- Mallard Flyer - October 2007
Articles on Caveman Investing, and on which types of accounts are best for your savings.
- Mallard Flyer - July 2007
Retirement Spending - How Much is Too Much
- Market Review - April 2007
Quarterly review/outlook by Mallard's Wealth Management Division.
- Asset Allocation Presentation - April 2007
Paul presents asset allocation, and how to determine the right allocation for you.
- Mallard Flyer - April 2007
Articles on Warren Buffett and children's allowances.
- Wilmington News Journal - March 2007
Paul was interviewed and quoted in this article about the February 27th sharp decline in the stock markets. He points out the opportunities that such declines offer to investors.
- Mallard Review/Outlook - January 2007
Quarterly review/outlook by Mallard's Wealth Management Division
- Mallard Flyer - January 2007
Articles on Retirement Savings and Investment Fundamentals
- Financial Advisor Magazine - October 2006
Paul shares Mallard's approach to providing services to 'the Small Client'.
- Market Review/Outlook - October 2006
Quarterly review/outlook by Mallard's Wealth Management Division
- Mallard Flyer - October 2006
Articles on IRA Rollovers, 'Tax Diversification', and some recent income tax changes.
- Mallard Flyer - July 2006
Quarterly newsletter with articles on the importance of asset allocation, rolling over retirement plans, and a new useful financial calculator website.
- Mallard Flyer - April 2006
Quarterly newsletter with articles on Warren Buffett and income tax planning.
- Mallard Flyer - January 2006
Quarterly newsletter with articles on investment guru's and the media's influence on investors.
- Mallard Flyer - October 2005
Quarterly newsletter with articles on behavioral finance and real estate.
- Mallard Alert - September 21, 2005
Reflection and recommendation on the impact of Hurricane Katrina on portfolios, by Wealth Management Division.
- Bloomberg--Top Wealth Managers - July/August 2005
Bloomberg Wealth Manager's July/August 2005 issue lists Mallard as #199 of their Top Wealth Managers in the country.
- Mallard Flyer -- July 2005
Quarterly Newsletter with articles on gifting, investing secrets, and controlling your exposure to credit card fraud.
- Mallard Flyer - April 2005
Quarterly newsletter with articles on Warren Buffett, living wills, and new car decisions.
- Wilmington News Journal - 03/21/2005
Paul was interviewed and quoted in this article on SRI, Socially Responsible Investing. He offers pointers before selecting an SRI mutual fund.
- Mallard Flyer - January 2005
Quarterly Newsletter with articles on annual goal setting, changes to checking accounts, and New Year predictions.
- Wilmington News Journal - 12/08/2004
Paul was interviewed and quoted in this article appearing in The News Journal on growing regulatory requirements given the recent scandals.
- Wilmington News Journal - 11/09/2004
Bill was interviewed and quoted in this article (When it comes to health, financial planning gets tricky) appearing in The News Journal.
- Mallard Flyer - October 2004
Quarterly Newsletter with articles regarding the upcomming election and impact upon the stock market, and another on the future of Social Secuirty.
- Forbes.com - 07/19/2004
Bill was quoted in the article "Nine Financial Tips For New Parents" appearing in Forbes.com's personal finance section.
- Mallard Flyer - July 2004
Quarterly Newsletter with articles on investment risk, EE bonds, market efficiency, and a debate between Jeremy Siegel and Zvi Bodie.
- Bill's Article in the Delaware Money School Brochure
Bill was asked by the Delaware Money School to write a series of articles on finding a financial advisor. This the the first in the series, in the July to September 2004 issue.
- Bill Starnes (& Family) in Kiplinger's May 2004 Issue
Pictures of Bill and his family fill two pages of the latest issue of "Kiplinger's Personal Finance" in an article in which Bill was interviewed. The article, "Smart Choices For Future Scholars" discusses the different views financial professionals have about the alternatives to 529 savings plans.
- Financial Advice is Out There--05/10/2004
Paul is quoted (at the end) of this article in the 5/10/04 issue of the Wilmington News Journal's Business Monday section's article on Financial Advice.
- Tax Free College Savings--05/03/2004
Paul is a referenced source for this article in the 5/3/04 issue of the Wilmington News Journal's Business Monday section's article on 529 college savings plans.
- Mallard Flyer - April 2004
Quarterly Newsletter with articles on Warren Buffett, conflicts of interest in the real estate busines, and tracking your charitable deductions.
- Mallard Flyer - January 2004
Quarterly newsletter with articles on portfolio maintenance, and things you can do in 2004 to improve your financial security.
- Mallard Flyer--October 2003
Quarterly newsletter with articles on TIPS inflation bonds, planning for longer life, and on the recent mutual fund scandal.
- ''The Experience Factor'' - 12/07/2002
Bill was quoted and referred to by veteran planner and author Dave Drucker in Morningstar Advisor.com.
- ''Damage Control'' - 11/2002
Bill was quoted in Bloomberg Wealth Manager about Variable Universal Life Insurance and methods of maximizing this over sold product.
- Risk & Asset Allocation Presentation--9/29/2002
PowerPoint presentation on investment risk and asset allocation given by Paul Baumbach in September 2002.
- ''Are You Maxed Out?'' - 8/27/2001
Bill Starnes was quoted by Jane Bryant Quinn in the August 27, 2001 Newsweek cover story.
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