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Media Contact: Nikki Knotts (972) 661-0221

Bear Sterns rattled the markets recently and Jim Whiddon was interviewed by former Investing Revolution guest and CNNMoney senior writer, Jeanne Sahadi. repeating his advice, in times of chaos, a plan is crucial.
Jim Whiddon was featured as the Dallas CEO to meet in the March 2008 issue of D CEO magazine. Teaching people the “last investment strategy they will ever need” is the best part of being the CEO of JWA Financial Group, according to Jim.
Editors at Kiplinger’s set out in December 2007 to solve investors money woes. Lance Alston was on hand to help answer retirement questions in the cover article, Your Toughest Money Problems Solved!
Lance Alston’s op-ed for Forbes commemorated the 20th anniversary of Black Monday in 1987. He listened to the closing bell on Wall Street that day, and in hindsight, he remembers the most important investing principles he learned: time and opportunity are key.
Appearing for a third time, Natalie Michalek talked to Pamela Yip about preparing for a changing economy and budgeting during tougher times in the article, It pays to prepare for a recession.
Personal Finance columnist Pamela Yip interviewed Natalie Michalek in her article, Financial planners help readers make cash last in retirement.
The Financial Planners Association of Dallas sponsored an online seminar for investors recently. Pro Bono Chairperson, Natalie Michalek was on hand to field questions from Dallas Morning News readers.
Radio host, journalist and author, Chuck Jaffe featured Jim Whiddon as his Wednesday, October 2 Big Interview on his Your Money radio show. Comparing our philosophy with John Bogle, Chuck asked Jim how the roller coaster mentality works for asset class investors.
Barry Armstrong host of Money Matters on WBNW 1120 AM in Boston, MA. wanted to talk about MPT and diversification on his show, so he called Jim Whiddon to speak on the topic.
The Christian Science Monitor sought a financial viewpoint on the advantages of staggered retirement and interviewed Natalie Michalek, CFP for her perspective in their article, Dual-career couples, Who retires when?
Wall Street Journal’s online investing page, Smart Money, interviewed Lance Alston this week to gain his perspective on Low Fees, Strong Returns.
Lance Alston was interviewed by by Eileen Ambrose, personal finance columnist for the Baltimore Sun. In an article aimed at helping young investors, How a 24-year old should save to retire, Lance talks about the power of compounding over time and breaks down the math for investors who are starting to save for retirement.
Jim Whiddon and Natalie Michalek joined Sue Herrera, host of CNBC’s Power Lunch task force on August 22 and 23, 2007. On a segment called Investing Across America, Jim and Natalie shared their thoughts on market correction, long term strategy and cash flow during retirement.
Natalie Michalek, CFP was quoted in a USA Today Money article, You and me and baby makes $197,700. The article offered a great comparison of the emotional rewards and financial tolls of becoming a parent.
Jim Whiddon was recently interviewed by former Investing Revolution guest and CNNMoney senior writer, Jeanne Sahadi, on how best to deal with market milestones, Coping with Dow 14,000: Wondering whether it’s time to pile in or pile out? Wrong question.
JWA named to exclusive list of registered independent advisory firms recognized for nationwide growth, only 10 firms in Dallas made the list. The ranking was done by Financial Advisor magazine and to be included, firms had to be a) registered with the SEC, b) offer financial planning services, c) have predominately individual clients, and d) be independent.
Lance Alston is quoted in The Wall Street Journal on “Why Investors Should Consider Real Estate,” where he mentions that international REIT mutual funds provide another level of diversification for investors.
Bloomberg JWA made Bloomberg’s Wealth Manager’s list of Super Stars, the magazine’s annual ranking of top wealth management firms.
D Magazine’s November issue features a two-page spread on Jim Whiddon and Lance Alston as Best Financial Planners in Dallas.The article begins by proclaiming, “Jim Whiddon and Lance Alston are quite confident Wall Street hates what they’re doing.”
JWA placed 6th in growth nationwide among registered independent advisory firms with assets of at least $100 million. The ranking was done by Financial Advisor magazine and to be included, firms had to be a) registered with the SEC, b) offer financial planning services, c) have predominately individual clients, and d) be independent.
“As their book title, Wealth Without Worry, suggests, James N. Whiddon and Lance Alston are doing just fine, thanks. So are their clients.” -Scott Burns in The Dallas Morning News on JWA Financial Group
Financial columnist Lynn O’Shaughnessy reviewed Wealth Without Worry in her column, writing, “I’ve put this book on the shelf devoted to my favorite investing titles. As I read the book, I found myself agreeing with everything.”
The Winter 2006 edition of Kiplinger’s Success With Your Money quotes Lance Alston on young investors. At a young age, he says, “you have a long time horizon and you can use that to your advantage.” Their conclusion? “Alston is right. The power of compounding can’t be understated.”
Good Morning Texas on WFAA Channel 8 in Dallas featured Jim Whiddon and Wealth Without Worry. News 8 anchor Debbie Denmon conducted the interview, which focused on the book’s three action items.
Los Angeles Times The Los Angeles Times ran an article on “Summer reading to enhance your bottom line.” The columnist includes Wealth Without Worry, saying “investors are likely to do better over the long haul with a truly diversified “Market Return Portfolio” that includes asset classes often missing from investors’ portfolios.”Also seen in the Los Angeles Daily News.
JWA Financial Group is the firm selected by one retiree interviewed in “Finding the Right Pro,” in Kiplinger’s Retirement Planning on finding the right financial planner.
Jim Whiddon and Lance Alston are again named to the Winner’s Circle in the 2006 edition of D Magazine’s Best of Big D issue. “The winners were named tops in their fields because their peers or clients voted for them.” -D Magazine
Bloomberg JWA Financial Group, Inc. ranks 28th* on a list of 2004’s Wealth Masters in Bloomberg Wealth Manager. “This year’s wealth masters are bigger and stronger than ever,” the magazine writes.*In the category based on percentage increase of assets under management.

“The Dallas-based company recommends an ‘asset class’ approach to investing, urging clients to bet on capitalism rather than a particular company or trend.”

-JWA Financial Group in the Dallas Business Journal

article, Advisors play a key role in guiding investors
Lance Alston participated in the “Educating Rico” feature on Marketplace Money with Kai Ryssdal.
Jim Whiddon was interviewed by ABC News Radio on how to determine the right retirement strategy. The interview aired in numerous markets across the country.
Jim Whiddon and Lance Alston are named to the Winner’s Circle in D Magazine’s 2005 Best of Big D issue.
Lance Alston is quoted in the April 2006 issue of Consumer Reports Money Advisor on the subject of immediate annuities. In the article, he “calculates that the built-in return on your money from an annuity, assuming you live to your life expectancy, is about 4 to 5 percent. ‘That rate of return is probably about half of what a diversified portfolio would give you over the long term’.”

Jim Whiddon and Lance Alston appeared on FamilyNet’s At Home Live! with Chuck and Jenni to discuss Wealth Without Worry.
“ … explains financial strategies well …” -Dallas Morning News review of Wealth Without Worry
Jim Whiddon and Lance Alston discussed Wealth Without Worry on Corporate Strategies with Tim Connolly, heard on KSEV AM 700 in Houston and more than 400 affiliate stations nationwide.
“There is a constant regular repeating opportunity to be invested in the market.” -Lance Alston on diversification in the Dallas Business Journal.Also seen in Washington.

“Whiddon and Alston are passionate about demystifying investing and helping safeguard the wealth of families. They have ingeniously applied Nobel Prize winning research to help average investors succeed in the stock market.” -Elegant Texan

Wealth Without Worry was included in the Orange County Register’s list of books “worth a look this summer.” The article says Whiddon and Alston “argue for using no-load institutional asset class funds.”Also seen in the Arizona Daily Star and Milwaukee Journal-Sentinel
Personal finance columnist Humberto Cruz in the South Florida Sun-Sentinel says Wealth Without Worry makes “a persuasive case for low-cost, broadly diversified ‘passive investing’ that tracks market returns rather than picking actively managed mutual funds.”Also seen in the Orlando Sentinel.
Jim Whiddon was a guest on the Michael Norman Show to discuss Wealth Without Worry and asset class investing. The interview was aired live on the Biz Radio Network.
Jim Whiddon is featured in the Cooper Chronicle, a publication of the Cooper Fitness Center.
D Magazine names Lance Alston as one of 2004’s Best Financial Planners in Dallas.

Jim Whiddon and Lance Alston were selected as financial advisors for the Dallas Morning News Money Makeover feature to advise Angelique Foster as she considered the purchase of a home. Also seen in Seattle; Spokane, Washington; Oregon and Idaho.
Jim Whiddon was listed as one of D Magazine’s Best Financial Planners in Dallas in August 2004.

Jim Whiddon and Lance Alston received coverage in Houston when they evaluated the portfolio of a teacher weighing her financial options. She “has a financial future that many consumers can only dream of.” Also seen in Phoenix, St. Louis and New Orleans.

“If you can do that one thing, you’re well on your way to being financially successful.” -Jim Whiddon and Lance Alston on KVUE in Austin on spending less than you make. Also seen in Charlotte, North Carolina and Louisville, Kentucky.
Kiplinger’s Personal Finance mentions JWA Financial Group’s “thoroughness and emphasis on low-cost funds.”
Lance Alston was interviewed by Sound Money on NPR on indexed annuities.
Brent Clanton with KXYZ 1320 AM in Houston spoke to Jim Whiddon about concepts presented in Wealth Without Worry. The interview was simulcast on KMNY 1360 AM in Dallas.
Jim Whiddon spoke to Wayne Kandas on KFNN 1510 AM in Phoenix, AZ to discuss Wealth Without Worry.
“Simplifying is not a quick task and most people don’t have the patience or disposition it requires to get to the end result.” -Lance Alston in the Dallas Morning News on simplifying your financial life.
JWA Financial Group, Inc. was named a 2002 “Top Dog” by Bloomberg Wealth Manager. “The financial markets continued to deliver a series of knockout punches to investors in 2002. For the most part, however, the 370 independent advisors included … emerged from the melee unscathed. Some emerged postively triumphant.”
“The best option is to have a mix of stocks and bonds and to rebalance often. ‘Say we’re in a bull market and have a 50/50 allocation,’ says Whiddon. ‘Six months later, it’s 60/40 because the stocks have grown much faster than the bonds. We’re going to slice off 10 percent from the stocks, throw it back in the bonds. What we’ve done by rebalancing in that fashion is guarantee that we sold high.’” -Dental Practice Report
“Simplifying is not a quick task and most people don’t have the patience or disposition it requires to get to the end result.” -Lance Alston in the Dallas Morning News on simplifying your financial life.
Spend less than you earn. “If you can do this, your chances are very good that you will succeed.” -Lance Alston in the Dallas Morning News on “Keys to Financial Freedom.”
“If you have a grand assortment of assets that you’ve accumulated over the years, there’s no way to understand the risk you have in your portfolio and it’s very difficult to measure the returns you’ve had in the past.” -Lance Alston in Physician’s Financial News on “Restoring a Cluttered Portfolio.”
“Ever feel like the odds are stacked against you in the investing game? Then James N. Whiddon’s book, There for the Taking, is right for you. [It] introduces a new way of investing, which has investors’ money working for them, not just lining the wallets of Wall Street.” -Physician’s Money Digest
Millie Brown, president of Brown Books Publishing Group in Dallas, mentions There for the Taking in her recent article titled “The Power of the Book” in the latest issue of Professional Performance Magazine.
“It’s fun, it’s entertainment, it is speculating … but when we are talking about people’s retirement portfolios, they shouldn’t be speculating with a single issue.” -Lance Alston in Investment News on “IPO mania.”
“Rebalancing has two advantages. It allows us to sell high, buy low. And it guarantees that we don’t have to sell stocks to provide income.” -Jim Whiddon in Dental Practice Report on “Retirement Assets.”
“Examining a portfolio’s sector weightings is another good way to spot an index hugger.” -Lance Alston discusses “Spotting Closet Index Funds” in Better Investing.
“I try to get my clients into funds where the annual expense ration is no more than about 0.5%.” -Jim Whiddon in the Dallas Morning News on “Finding Funds.”
“There’s always a place in a portfolio for a certain percentage of fixed income instruments. Bonds to some degree stabilize a portfolio and reduce the volatility.” -Jim Whiddon in the Dallas Morning News on bonds.
Jim Whiddon discusses his choice to leave the wirehouse business in Registered Rep.
Our article on 6 Steps to ERISA Compliance was featured in On the Job, the NAPL’s guide to human resources.
“You can’t survive difficult financial markets the way you should, whether its Y2K, recessions or the next bear market, unless you have an asset allocation that fits your objectives and risk tolerance.” -Jim Whiddon in the Dallas Morning News on “Weathering the Millennium.”
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