EXPERT GUIDANCE
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| Allocate your assets With Professor Roger Ibbotson of Yale University |
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| Bonds and beyond With Alexandra Lebenthal, President and CEO, Alexandra & James, Inc. |
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| Choosing mutual funds With Marc Lackritz |
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| Create a diversified portfolio With Don Kittell, Chief Financial Officer, Securities Industry and Financial Markets Association |
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Creating a personal financial plan With Louise Yamada, Managing Director,
Louise Yamada Associates |
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| Demystifying stock research With Sam Stovall of Standard & Poor’s |
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| Evaluating risk and return With Thomas Dorsey of Dorsey, Wright & Associates |
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| The Fed and the MarketsWith Anthony Santomero of Federal Reserve Bank of Philadelphia |
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| The global portfolio With Jeffrey Rosensweig, Goizueta Business School, Emory University |
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| Managing expectations With Professor Jeremy Siegel of The Wharton School |
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| Understanding capital markets With Professor Samuel L. Hayes, Harvard Business School |
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| Understanding home ownership With Dwight P. Robinson of Freddie Mac |
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| Understanding investment strategies With Gail Dudack, Managing Director, Dudack Research Group |
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| ABOUT THE EXPERTS |