| Five Strategies for a Rising Rate Environment June 8, 2010 AdvisorPerspectives Authors: Jonathan Scheid, CFA & Kane Cotton, CFA |
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| Markowitz: MPT Holds Up March 2010 Financial Advisor |
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| Be a Better Investor Featuring Investment Committee Member Meir Statman June 12, 2009 MarketWatch Video |
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| Al Steele Joins ACG Silicon Valley Board December 8, 2008 mercurynews.com |
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| Surviving the Heat November 3, 2008 Financial Planning Author: Jonathan Scheid |
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Acquisitions Fuel Rapid Growth at Bellatore Financial Advisory Silicon Valley Business Journal October 10, 2008 Author: William-Arthur Haynes |
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Explore Your Alternatives In Uncertain Times
Senior Market Advisor May 19, 2008 Author: Jonathan Scheid |
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Cutting Edge Academics:The Smart Money Pensions & Investments May 12, 2008 Featuring Investment Committee Member Sanjiv Das |
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Credit Default Contagion Is Real Pensions & Investments May 12, 2008 Featuring Investment Committee Member Sanjiv Das |
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Connect with Clients through Financial Life Planning Senior Market Advisor April 11, 2008 Author: Al Steele |
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Don't Panic: Protecting Your Nest Egg in a Volatile Market AARP Bulletin Today April 8, 2008 Author: Carol Fleck |
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Conscience Stocks Can Pay in Sinner's World Bloomberg.com February 13, 2008 Authors: Jane Bryant Quinn commentary featuring Meir Statman |
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Investing Young, but Wisely
Segment on NPR'sMarketplace December 21, 2007 featuring Meir Statman |
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Measuring the Benefits of Diversification and the Performance of Money Managers
Journal of Investment Consulting Winter 2005-2006 Authors: Meir Statman and Jonathan Scheid |
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Global Diversification Journal of Investment Management Second Quarter 2005 Authors: Meir Statman and Jonathan Scheid |
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Buffet in Foresight and Hindsight Financial Analysts Journal July/August 2002 Authors: Meir Statman and Jonathan Scheid |
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| PricewaterhouseCoopers Start Up Show Interview with Al Steele, President & CEO of Bellatore March 29, 2007 |
| Bellatore Delivers Enhanced Portfolio Management Center
September 1, 2009 |
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| Bellatore Financial, Inc. Announces Acquisition of Capital Allocation & Management, Inc.
October 10, 2008 |
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Correlation, Return Gaps, and the Benefits of Diversification The Journal of Portfolio Management Spring 2008 Authors: Meir Statman and Jonathan Scheid |
Measuring the Benefits of Diversification and
the Performance of Money Managers Journal of Investment Consulting Winter 2005-2006 Authors: Meir Statman and Jonathan Scheid |
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Global Diversification Journal of Investment Management Second Quarter 2005 Authors: Meir Statman and Jonathan Scheid |
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Buffet in Foresight and Hindsight Financial Analysts Journal July/August 2002 Authors: Meir Statman and Jonathan Scheid |

