Articles that Susan Weiner, CFA has written or edited have appeared in the following publications:

Financial planning/investment management publications

• Advising Boomers
  • "Retro-Chic Annuities: Insurance companies are wondering if Boomers will give new life to these time-honored products," Advising Boomers (May 2005)
• Advisor Perspectives
  • "Behavioral Finance – A Three-Part Model for Client Relationships " Advisor Perspectives, (July 19, 2009)
  • "Dan Fuss: The 50-Year Opportunity in Bonds" Advisor Perspectives, (Dec. 2, 2008)
  • "Carmen Reinhart on Lessons from Past Financial Crises" Advisor Perspectives, (Feb. 3, 2009)
  • "Investment Strategy Blogs Slow to Influence Financial Advisors" Advisor Perspectives, (Aug. 19, 2008)
  • "Stable Risk Portfolios: Timely Alternative to Static Asset Allocations?" Advisor Perspectives, (Nov. 4, 2008)
  • “Time to Invest in Frontier Market Stocks?,” Advisor Perspectives (Jul. 1, 2008)
  • “The Four Top Investment Strategy Challenges for Investment Advisors,” Advisor Perspectives (April 8, 2008)
  • “Hedge Funds in High Net Worth Portfolios,” Advisor Perspectives (Jan. 8, 2008)
  • “Will the U.S. Subprime Crisis Be as Bad as History Suggests?” Advisor Perspectives (Feb. 26, 2008)
• CFA Magazine
  • "Investing in Yourself Conference Offers Career-Savvy Advice," CFA Magazine (March-April 2004)
• Financial Planning
  • "Unmarried and Planning," Financial Planning (October 2009)
  • "Against the Grain," Financial Planning (March 2009)
  • "Foreign indebtedness," Financial Planning (July 2005)
  • "Proceed with caution," Financial Planning (September 2005)
  • "Small Choices," Financial Planning (December 2004)
• Registered Investment Advisor
• Wealth Manager
  • Have mutual fund fees gone up or down?” Wealth Manager (Dec 2006)
  • “Landed gentry: Municipalities love taxing homes almost as much as Americans love owning them,” Wealth Manager (Sept 2006)
  • "A Good Prognosis,” Wealth Manager (March 2006)
  • "The SEC keeps writing regulations,” Wealth Manager (May 2006)

Mutual fund and investment management executive publications

• “Getting the Biggest Bang for Your Buck at Conferences,” AIMSE Advisor (Spring 2007)
• “M&A Offers Opportunities to Marketing Directors,” AIMSE Advisor (Fall 2006)
• “SEC Hedge Fund Registration: Dead or Alive?” AIMSE Advisor (Fall 2006)
• Association of Investment Management Sales Executives (AIMSE) Advisor (Fall 2005)
  • Note: articles by Susan B. Weiner are bookmarked in the PDF
• Mutual Fund Market News

Retail financial publications

• “These stocks and funds are moneymakers,” Bottom Line / Personal (May 2007)
• Louis Rukeyser's Mutual Funds

Banking publications

• American Banker
  • "Mysteries of Marketing in the Land of Tomato Bank," American Banker (November 25, 1991)
• Various banks' proprietary newsletters

New England publications

• Boston Business Journal
• Boston Globe
• Boston Security Analysts Society News
• Women's Business
  • "On time, too late to invest internationally?"Women’s Business (May 3, 2005)