Aired 07/26/08 Peter Bernstein graduated magna cum laude from Harvard College in 1941 with a bachelor's degree in economics. He was also elected to Phi Beta Kappa. After serving as a member of the research staff at the Federal Reserve Bank of New York and in a civilian capacity at the Office of Strategic Services in Washington, he joined the United States armed services and rose to the rank of captain in the Air Force in World War II, assigned to the Office of Strategic Services in the European theater. Peter Bernstein is the author of ten books in economics and finance and countless articles in professional journals such as The Harvard Business Review and the Financial Analysts Journal, and in the popular press, including The New York Times, The Wall Street Journal, Worth magazine, and Bloomberg publications. He has contributed to collections of articles published by Perseus and FT Mastering, among others.

Aired 07/19/08 Jason Zweig is a personal finance columnist for The Wall Street Journal. He was a senior writer for Money magazine and has been a guest columnist for Time magazine and cnn.com. He is also the editor of the revised edition of Benjamin Graham’s The Intelligent Investor, the classic text that Warren Buffett has described as “by far the best book about investing every written.” Before joining Money, Zweig was the mutual funds editor at Forbes. In 2001, he was named “best financial columnist for a national publication” by Northwestern University’s Medill School of Journalism. In 2006, he received a lifetime achievement award from the Mutual Fund Education Alliance. He has also been a Media Fellow at the Hoover Institution at Stanford University and the Knight Center for Specialized Journalism at the University of Maryland. Zweig is a trustee of the Museum of American Finance, an affiliate of the Smithsonian Institution. He also serves on the editorial boards of Financial History magazine and The Journal of Behavioral Finance. A graduate of Columbia University, he lives in New York City. Jason's new book is "YOUR MONEY AND YOUR BRAIN: How The New Science Of Neuroeconomics Can Help Make You Rich"

Aired 07/12/08 Matt Rice joined DiMeo Schneider & Associates in January of 2001 and is a Principal and DiMeo Schneider & Associates Chief Research Officer. As Chief Research Officer, Matt spearheads DiMeo Schneider & Associates efforts in the areas of capital market analysis & forecasts, investment strategy, asset allocation & portfolio rebalancing modeling and alternative investments. He is also a member of the DiMeo Schneider & Associates, L.L.C.’s investment committee which sets investment policy, establishes the framework for asset allocation and approves investment managers. In 2004, he co-authored The Practical Guide to Managing Nonprofit Assets (John Wiley & Sons). In his role as Senior Consultant, Matt advises a number of corporate and non-profit clients. Matt received a BA in Economics from Northwestern University, is a CFA Charterholder (Chartered Financial Analyst), a CIMA (Certified Investment Management Analyst), a CIMC (Certified Investment Management Consultant), and earned an Alternative Investment Certificate from the Wharton School of Business & IMCA. He currently serves on the Board of Directors and is the Treasurer of the N-Club, Northwestern University letter-winners’ alumni organization. DiMeo Schneider & Associates, L.L.C. provides impartial investment consulting services to retirement plan sponsors, institutions, nonprofit organizations and wealthy families. Founded May 1, 1995 and based in downtown Chicago, DiMeo Schneider & Associates, L.L.C. takes great pride in providing conflict-free advice grounded in solid research and leading-edge analytical capability. As of 3/31/08, assets under advisement are approximately $25 billion.

Aired 07/05/08 AltaVista provides fundamental research on Exchange Traded Funds by applying the traditional tools of security analysis to the new world of ETFs. The growing popularity of ETFs gives investors new flexibility for gaining long or short exposure to entire sectors, regions, or market segments.

Aired 06/28/08 "The Drunkard's Walk: How Randomness Rules Our Lives" by Leonard Mlodinow provides a guide to how the mathematical laws of randomness affect our lives. With insight he shows how the hallmarks of chance are apparent in the course of events all around us. The understanding of randomness has brought about profound changes in the way we view our surroundings, and our universe.

Aired 06/21/08 Mr. Zuckoff is a former special projects reporter at The Boston Globe who was a Pulitzer Prize finalist for investigative reporting. He received the Distinguished Writing Award from the American Society of Newspaper Editors, the Livingston Award for International Reporting, the Heywood Broun Award, and the Associated Press Managing Editors' Public Service Award, among others. He is the author of Ponzi’s Scheme: The True Story of a Financial Legend, a New York Times Editors’ Choice book; and Choosing Naia: A Family's Journey, which received the Christopher Award and was named a Massachusetts Honor Book; and co-author of Judgment Ridge: The True Story Behind the Dartmouth Murders, which was a finalist for the Edgar Award. He is at work on a biography of P.T. Barnum.

Aired 06/14/08 Louis Lowenstein, author of "The Investor's Dilemma: How Mutual Funds are Betraying Your Trust and What to Do About It," says that funds have misled consumers through mismanagement, poor marketing, and investment theories that don't work, as well as through simply failing to be a good steward of money. Lowenstein, a long-time corporate critic, said that fund managers have a responsibility to tell shareholders when their fund may be going out of favor with the market, and said investors need to own fewer funds and make their picks based on who can be the best steward for their money. Mr. Lowenstein is a lawyer, a former business executive and a professor emeritus of finance and law at Columbia Law School. Like Warren E. Buffett, he is a proud disciple of the “value investing” principles outlined by Columbia professors Benjamin Graham and David L. Dodd in 1934. Mr. Lowenstein is also an investigative reporter, as well as an financial adviser.

Aired 06/07/08 Invest n Retire‚ LLC (INR)‚ was founded in 2000 by Darwin Abrahamson in response to the overwhelming demand for leading edge technology that can deliver financial tools and services to retirement plans. Mr. Abrahamson understands that employees’ ultimate goal is to accumulate enough savings in their retirement account to maintain their desired standard of living throughout their lifetime. http://www.investnretire.com

Aired 05/31/08 Thomas Anderson is the Head of Strategy and Research Group for State Street Global Advisors. State Street Global Advisors (SSgA), the investment management arm of State Street Corporation (NYSE: STT) and the largest institutional fund manager in the world.

Aired 05/24/08 George Milling Stanley of World Gold Council discussing gold's recent run to $1,000 an ounce and the future. Has gold run out of gas? What's the driving force behind gold prices? Where does gold fit into your investment plan? All these questions and more answered in this interview.

Aired 05/17/08 Bill Fleckenstein believes that the central bank behaved recklessly under both Bernanke and Greenspan by substantially lowering interest rates. By creating excess liquidity, they ultimately swapped one bubble (tech stocks) for another (homes), he says. Bill is the co - author of "Greenspan's Bubbles: The Age of Ignorance at the Federal Reserve"

Aired 05/10/08 Melissa L. Nassar is a principal in Vanguard Financial Advisor Services heading up the Bank and RIA sales teams. Ms. Nassar joined Vanguard in 1992. Before assuming her current role, she was responsible for relationship management efforts in Vanguard Institutional Asset Management Services. Previously, she served in the Legal Department managing NASD compliance functions. She also held compliance and cash management positions in Vanguard's Financial Division and served direct investor clients in Retail. Ms. Nassar maintains her Series 7 and 24 NASD registrations. She earned a bachelor's degree from LaSalle University and is currently pursuing an M.B.A. at St. Joseph's University.

Aired 05/03/08 ETFguide is the information leader on exchange-traded funds because of its vendor neutral approach and its progressive reporting style. Unique features include an ETF bookstore, a monthly e-mail newsletter, and subscription based ETF portfolios. ETFguide is independently owned and began publishing in 2003. The site reaches an affluent audience of individual investors, financial advisors, and financial institutions that invest and work with ETFs. http://www.etfguide.com

Ted Benna, one of Malvern founders, created the first 401(k) savings plan and is commonly known as the "Father" of 401(k). http://www.malvern401k.net http://www.amazon.com/gp/reader/0764554689/ref=sib_dp_pt#reader-link

Aired 04/19/08 Dan Dolan, Director of Wealth Management Strategies at the Select Sector SPDRs Select Sector SPDRs, a family of exchange traded funds (ETFs) that divide the S&P 500 into nine individual sector funds, saw its collective assets under management climb by 51.95% or $8.87 billion in 2007. This brings Select Sector SPDRs’ total assets to $25.9 billion, expanding its position as the leading sector ETF family. Launched in 1998, Select Sector SPDRs is the oldest brand name in sector exchange-traded funds.

Aired 04/12/08 Larry Swedroe, Author of "Wise Investing Made Simple." He's also Director of Research at Buckingham Financial Services in St. Louis, MO. Plus ETF leaders, laggards, phone calls and your emails.

This week's guest is Joe Hurley Founder of http://www.savingforcollege.com/ The topic is funding strategies for paying the high cost of college education; 529 Plans. Ron talks college savings with Joe. Also on this broadcast; Exposing the man that single handedly destroyed $8 billion, ETF leaders, listener calls and emails too!

Discussion of how mutual fund ratings alone don't tell you everything. ETF market leaders and laggards, emails and phone calls. mmorey@pace.edu

Aired 03/22/08 Sean D. Carr, Author of "The Panic of 1907" - Lessons learned from the market's perfect storm. Discussion of how 1907 panic relates to panic of 2007-08. Ron also points out how Jim Cramer said, "Do not take your money out of Bear Stearns"

Aired 03/15/08 Hersh Shefrin, Author of "Beyond Greed and Fear" Discussion of why smart people make dumb investment decisions.

Aired 03/08/08 Jeremy Held, ALPS Distributors talking S&P Industry Sectors and Commodities ALPS Fund Services, Inc. (TM) is a Denver-based outsourcing solution for administration, compliance, fund accounting, legal, marketing, tax administration, transfer agency and shareholder services for open-end, closed-end, hedge and exchange-traded funds. ALPS has approximately $18 billion in client mutual fund assets under administration. ALPS Distributors, Inc. provides distribution services to over $230+ billion in client assets. For more information, visit www.alpsinc.com.

Dow Jones Indexes is a leading full-service index provider that develops, maintains and licenses indexes for use as benchmarks and as the basis of investment products. Best known for the Dow Jones Industrial Average, Dow Jones Indexes offers more than 130,000 equity indexes as well as fixed-income and alternative indexes, including measures of the hedge fund and commodity markets.

Aired 2/23/08 Ron takes phone calls and emails.

Aired 02/16/08 Adam Phillips is Director of ETF Sales at New York-based Van Eck Global, which manages a lineup of 11 exchange-traded funds (ETFs). Among the funds in their ETF lineup are the Gold Miners ETF (GDX), Market Vectors Agribusiness ETF (MOO) and Market Vectors Steel ETF (SLX).

Aired 02/09/08 Rick is responsible for all research and marketing at Portfolio Solutions. He has over 20 years experience in the investment industry including over ten years as a financial consultant at two major Wall Street firms. Rick is a author of many books and his latest is "The ETF Book" The ETF Book provides readers with everything they need to know to successfully navigate the growing number of ETFs available in the marketplace and select the right ones for their needs.

Aired 02/02/08 JONATHAN CLEMENTS is the award-winning personal-finance columnist for The Wall Street Journal. His “Getting Going” column, launched in October 1994, now appears Wednesdays in the Journal and every other Sunday in 70 U.S. newspapers.

Aired 01/26/08 Professor Bullard, recognized as one of the nation's leading advocates for mutual fund shareholders, has been an Assistant Professor of Law since 2002. He teaches in the areas of securities and banking regulation, corporate finance and contracts. Bullard has a J.D. from the University of Virginia School of Law, where he was an Articles Editor of the Virginia Law Review. He is also a member of the Order of the Coif. Bullard has an M.A. from Georgetown University and a B.A. from Yale University . Bullard was named by Investment News as one of the 25 most powerful voices in the financial services industry, and was recently cited by BusinessWeek for leading the fight for shareholders' rights. He has appeared on NBC Nightly News with Tom Brokaw, CNBC, CNN, Wall Street Week, the NewsHour with Jim Lehrer, and testified before House and Senate committees on mutual fund issues.

Aired 01/19/08 Select Sector SPDRs' Assets Surge 52% in 2007 Select Sector SPDRs, a family of exchange traded funds (ETFs) that divide the S&P 500 into nine individual sector funds, saw its collective assets under management climb by 51.95% or $8.87 billion in 2007. This brings Select Sector SPDRs’ total assets to $25.9 billion, expanding its position as the leading sector ETF family. Launched in 1998, Select Sector SPDRs is the oldest brand name in sector exchange-traded funds.

Aired 01/12/08 AltaVista provides fundamental research on Exchange Traded Funds by applying the traditional tools of security analysis to the new world of ETFs. The growing popularity of ETFs gives investors new flexibility for gaining long or short exposure to entire sectors, regions, or market segments.

AIRED 01/05/08 Ron's 2008 "Wish List" for the Finance Industry and Investors. Plus phone calls and your emails.

Aired 12/29/07 Ron sums up 2007

Aired 12/22/07 Ron takes phone calls and emails. ETF 101 and ask some hard hitting questions and looking for feedback about 2007.

Aired 12/15/07 Peter Crane is the former managing editor of iMoneyNet, a leading provider of money-market mutual fund data. Now he runs his own information company, Crane Data LLC in Westboro, Mass., and publishes the monthly "Money Fund Intelligence" newsletter, which covers the $2 trillion-plus money fund industry.

In 1951, after teaching economics at Williams College and a five-year stint in commercial banking, Peter became Chief Executive of a nationally–known investment counsel firm, where he personally managed billions of dollars of individual and institutional portfolios. The assets under management at the firm had grown more than tenfold by the time he resigned in 1973 to launch Peter L. Bernstein, Inc. Peter was the first Editor of The Journal of Portfolio Management in 1974, a widely-read scholarly journal for investment managers and academics in the field of finance and investments. He is now Consulting Editor of the Journal. Bernstein is the author of ten books in economics and finance and countless articles in professional journals such as The Harvard Business Review and the Financial Analysts Journal, and in the popular press, including The New York Times, The Wall Street Journal, Worth magazine, and Bloomberg publications. He has contributed to collections of articles published by Perseus and FT Mastering, among others. Against The Gods: The Remarkable Story of Risk, was published by John Wiley & Sons in September 1996. This book won the Edwin G. Booz Prize for the most insightful, innovative management book published in 1996. In 1998, it was awarded the Clarence Arthur Kelp / Elizur Wright Memorial Award from The American Risk and Insurance Association (ARIA) as an outstanding original contribution to the literature of risk and insurance. The book has sold over 500,000 copies worldwide. In 1992 Capital Ideas: The Improbable Origins of Modern Wall Street was published by The Free Press and since become a worldwide guide to modern investment theories and practices. Capital Ideas Evolving (ISBN 978-0-471-73173-3), the follow-up to this seminal work, was published in May 2007 by John Wiley and Sons. Streetwise: The Best of The Journal of Portfolio Management, edited by Peter L. Bernstein and Frank J. Fabozzi, was published in 1997 by Princeton University Press: Earlier books include A Primer on Money, Banking and Gold (Random House 1968), as well as Economist on Wall Street (Macmillan 1973), and The Price of Prosperity (Doubleday, 1962), in addition to two books on government finance co-authored with Robert Heilbroner. Bernstein’s other books are The Power of Gold: The History of an Obsession, published in the fall of 2000 by John Wiley and Sons, Wedding of the Waters: The Erie Canal and the Making of a Great Nation, published in 2005 by W.W. Norton & Co.,

AIRED 12/01/07 John Bogle is famous for his insistence, in numerous media appearances and in writing, on the superiority of index funds over traditional actively-managed mutual funds. He believes that it is folly to attempt to pick actively managed mutual funds and expect their performance to beat a well run index fund over a long period of time.

Aired 11/24/07 Interview with Jack Van Derhei Ph.D., Research Director at Employee Benefit Research Institute and Professor @ Temple University's School of Business and Management.

Jason Zweig, Senior Writer for Money Magazine, Author of Your Money & Your Brain (2007 Simon & Schuster).

Kevin Quigg is director of sales for State Street Global Advisors. State Street Global Advisors (SSgA) is an acknowledged leader in institutional investing with $2.0 trillion in assets under management. The world's largest institutional asset manager and leader in several other investment rankings , SSgA is also the investment management arm of State Street Corporation, one of the world's largest custodians. Leveraging these combined strengths permits them to focus single-mindedly on delivering competitive investment strategies and integrated solutions to clients worldwide, across virtually every asset class, capitalization range, region, and style

AIRED 11/03/07 interview Bridgette Madrian who teaches public policy at Harvard.

Ron DeLegge talks on the topic of retirement plans, including IRAs, ROTH IRAs, and 401(k) plans

Aired 10//20/07 Guest:: Jerry Moskowitz, President @ FTSE Americas. Jerry is responsible for formulating and planning the FTSE Americas domestic sales and business development strategies, and also works closely with the firm's US-based strategic partners. He is also charged with managing FTSE’s global data distribution function to vendors worldwide. Jerry has spent over 30 years working within the financial sector, building extensive experience in financial sales and marketing. He began his career as a portfolio manager at Chase Manhattan Bank and then, moved into the financial services industry holding sales and marketing positions at Standard & Poor’s, Moody’s and ADP. Prior to joining FTSE Group in October 2003, Jerry was Senior Vice President at Thomson Financial where he was responsible for third party distribution and data acquisition.

Interview with Gail Marks Jarvis, Financial Columnist with Chicago Tribune and author of "Saving for Retirement - With out living like a pauper or winning the Lottery."