Charlie’s Research and Citations

Charlie’s research on personal and business finance has been widely published and cited in the press. Here is a sample of some of Charlie’s research and citations:

  • The Wall Street Journal, December 19, 2009, “Can These Retirements Be Saved?”
  • Fortune Magazine, January, 2009, “2010 Investor Guide”
  • The Wall Street Journal, May 9, 2009, “The Best In … Buying a Second Home”
  • Chicago Tribune, July 19, 2009, “Age Is More Than Just a Number for Retirement Plans”
  • Chicago Tribune, March 15, 2009, “Recent Rally Offers Relief to Investors Who Need to Sell”
  • Chicago Tribune, July 10, 2008, “How Retirees Can Survive A Bear Market”
  • The Wall Street Journal, March 16, 2008, “Stretching Out Long Term Care Insurance”
  • The Wall Street Journal, March 12, 2008, “Playing the Housing Slump”
  • The Wall Street Journal, January 2, 2008, “Age Appropriate Nest Eggs”
  • The Wall Street Journal, November 21, 2007, “A Guide to Overcoming Market Jitters”
  • The Wall Street Journal, November 7, 2007, “Unloading Your Property in a Slow Market”
  • The Wall Street Journal, October 7, 2007, “Small Loss? Okay. Large One? No Way”
  • The Wall Street Journal, September 19, 2007, “Retiring with a Mortgage? Here’s What You Should Do”
  • Smart Money, September 2007, Live Debt-Free
  • The Wall Street Journal Complete Retirement Guidebook, Glenn Ruffenach and Kelly Greene, 2007
  • The Wall Street Journal, June 17, 2007, “Are Your Finances Ready for Retirement?”
  • The Wall Street Journal, May 15, 2007, “Getting that $1 Million Retirement Fund”
  • Money Magazine, March 2007, Are You on the Bus for Retirement?
  • Money Magazine, April 2007, Retire Early
  • Journal of Financial Planning: Personal Financial Ratios: An Elegant Road Map to Financial Health and Retirement, January 2006, Charles J. Farrell, J.D., LL.M.
  • Investment News Recent Columns by Charlie:
    • Should Clients Annuitize Their Retirement Assets, July 16, 2009
    • Protect Retirement Assets from Rising Taxes, June 15, 2009
    • Diversity Is Still King For Portfolio Protection, May 21, 2009
    • Now May Be The Time To Buy That Vacation Home, April 17, 2009
    • Markets Offer Young Investors a Great Opportunity, March 20, 2009
    • Should You Dump Your Mutual Funds In Favor Of ETFs, February 20, 2009
    • A Big Bear Market Strategy For Retirees, January 23, 2009
  • American Association of Individual Investors Journal, August 2006, Analyzing Your Financial Health Using Personal Financial Ratios, Charles J. Farrell, J.D., LL.M.
  • The Wall Street Journal, December 11, 2006, “The Retirement Lies We Tell Ourselves”
  • The Wall Street Journal, February 22, 2006, Op-Ed, “Health Care or a House”, Charles J. Farrell, J.D., LL.M.
  • The Wall Street Journal, August 23, 2006, “Buying Big Doesn’t Guarantee a Rich Retirement”
  • Chicago Tribune, October 29, 2006, “In Retirement Planning, Tidy Assumptions May Not Apply”
  • Chicago Tribune, August 6, 2006, “Formula Foretells Security Level”
  • Chicago Tribune, October 15, 2006, “Being Smart About Saving: The Little Things Add Up”
  • Chicago Tribune, October 15, 2006, “Cutting Debt Is Hard But Always Worth the Price”
  • The Wall Street Journal, July 11, 2006, “Are you Saving Enough For Retirement?”
  • The Wall Street Journal, July 1, 2006, “Will You Be Able to Retire?”
  • The Wall Street Journal, June 7, 2006, “Inherit the Windfall”
  • Consumer Reports Money Advisor, June 2006, “Check Your Retirement Readiness”
  • Yahoo!Finance, July 11, 2006, “Taking the Mystery Out of Saving for Retirement”
  • The Wall Street Journal, January 22, 2006, “New Look at Retiree Math”
  • The Wall Street Journal, February 5, 2006, “Ratios Help Gauge Saving”
  • The Wall Street Journal, January 14, 2004, “Double Your Money in Just 70 Years”
  • The Wall Street Journal, May 16, 2004, “Gains of 10% You Gotta Be Kidding”
  • The Wall Street Journal, October 13, 2004, “The Flawed, Expensive Insurance Policy That You Really Ought to Consider”;
  • The Wall Street Journal, March 23, 2005, “Ugly Math: Soaring Housing Costs Are Jeopardizing Retirement Savings”
  • The Wall Street Journal, May 9, 2005, “Real Estate: Can You Handle the Truth”
  • Orange County Register, April 24, 2005, Orange County California, “Can You Afford to Retire”
  • Medical Economics, September 23, 2002, The Great Stock Market Myth, Charles J. Farrell, J.D., LL.M.
  • North Central Business Journal, Financial Columnist for monthly publication 2001 through 2004
  • Crain’s Cleveland Business, Ask the Expert Column, May 24, 2004, Charles J. Farrell, J.D., LL.M.
  • Crain’s Cleveland Business, Diversified Portfolio Important for Financial Survival, January 23, 2005, Charles J. Farrell, J.D., LL.M.
  • Crain’s Cleveland Business, Jacobs, Dolan Offer Value vs. Growth Lessons, May 30, 2005, Charles J. Farrell, J.D., LL.M.
  • Journal of Financial Planning, June 2005, Health Savings Account: Financial Elixir?
  • Cleveland Plain Dealer, December 1, 2005, “Organize Your Paper Trail”