Investments and Wealth Monitor, January/February 2011.  Selected as lead article 
 "Debt be not Proud:  Getting Down to the Fundamentals of Sovereign Debt" Journal of Indexes, November/December 2010.  Selected as lead article 
 "How UMAs Can Help Limit Your Tax Tab" with Brian Langstraat. Investment News, June 2010. 
 "Applying Valuation-Indifferent Indexing to Fixed Income" with Jason Hsu, Feifei Li and Shane Shepherd.  Journal of Portfolio Management, Spring 2010. 
 "Beyond Cap Weight: The Search for Efficient Beta" with Vitali Kalesnik, Paul Moghtader and Craig Scholl, Journal of Indexes, January/February 2010. 
 "Does Noise Create the Size and Value Effects" with Jason Hsu, Jun Liu and Harry Markowitz. Draft paper, pending publication. 
 "Applying Valuation-Indifferent Indexing to Fixed Income" with Jason Hsu, Feifei Li and Shane Shepherd. Journal of Portfolio Management, Spring 2010. 
 "Illusions and Delusions" Editor's Corner, Financial Analysts Journal, November/December 2006.
 "Clairvoyant Value and the Growth/Value Cycle" with Feifei Li and Katy Sherrerd, Journal of Portfolio Management, Summer 2009. 
 "Clairvoyant Value and the Value effect" with Feifei Li and Katy Sherrerd, 'Journal of Portfolio Management, Spring 2009. Selected as lead article. 
 "Bonds: Why Bother?" Journal of Indexes, May/June 2009. Selected as lead article. 
 "Noise, CAPM and the Size and Value Effects" with Jason Hsu, Journal of Investment Management, First Quarter 2008.
 "What is Wealth?" Editor's Corner, Financial Analysts Journal, September/October 2006.
 "Fundamental IndexesTM: Current and Future Applications" with John West, Institutional Investor Fifth Anniversary Guide to ETFs, Fall 2006.
 "Expectations Shortfall" Editor's Corner, Financial Analysts Journal, July/August 2006.
 "Implementation Shortfall" Editor's Corner, Financial Analysts Journal, May/June 2006.
 "The Fiduciary Time Line: Implications for Asset Allocation" Editor's Corner, Financial Analysts Journal, March/April 2006.
 "The Pension Problem: On Demographic Time Bombs
Investments and Wealth Monitor, January / February 2011.   Selected as lead article 
  " Debt be not Proud:   get Down to the Fundamentals of Sovereign Debt " Journal of Indexes, November / December 2010.   choose as lead article 
  " How UMAs Can Help restrict Your Tax Tab " with Brian Langstraat. Investment News, June 2010. 
  " Applying Valuation - Indifferent Indexing to Fixed Income " with Jason Hsu, Feifei Li and Shane Shepherd.   Journal of Portfolio Management, Spring 2010. 
  " Beyond Cap Weight: The Search for Efficient Beta " with Vitali Kalesnik, Paul Moghtader and Craig Scholl, Journal of Indexes, January / February 2010. 
  " Does Noise produce the Size and Value Effects " with Jason Hsu, Jun Liu and Harry Markowitz. Draft paper, pending issue. 
  " Applying Valuation - Indifferent Indexing to Fixed Income " with Jason Hsu, Feifei Li and Shane Shepherd. Journal of Portfolio Management, Spring 2010. 
  " Illusions and Delusions " Editor's Corner, Financial Analysts Journal, November / December 2006. 
  " Clairvoyant Value and the Growth / Value Cycle " with Feifei Li and Katy Sherrerd, Journal of Portfolio Management, Summer 2009. 
  " Clairvoyant Value and the Value effect " with Feifei Li and Katy Sherrerd,' Journal of Portfolio Management, Spring 2009. Selected as lead article. 
  " bond: Why Bother? " Journal of Indexes, May / June 2009. Selected as leash article. 
  " Noise, CAPM and the Size and Value Effects " with Jason Hsu, Journal of Investment Management, First Quarter 2008. 
  " What is Wealth? " Editor's Corner, Financial Analysts Journal, September / October 2006. 
  " Fundamental IndexesTM: Current and Future Applications " with John West, Institutional Investor Fifth Anniversary Guide to ETFs, Fall 2006. 
  " Expectations Shortfall " Editor's Corner, Financial Analysts Journal, July / August 2006. 
  " Implementation Shortfall " Editor's Corner, Financial Analysts Journal, May / June 2006. 
  " The Fiduciary Time production line: implication for Asset Allocation " Editor's Corner, Financial Analysts Journal, March / April 2006. 
  " The Pension Problem: On Demographic Time Bombs
Invfstments and Wealth Moniuor, January/Februaty 2011.  Selxcted aa lead afticle 
 "Debt be not Proud:  Gxttibg Doqn to the Fundamentals of Sovervign Debt" Joucnal of Indexes, Ikvember/Decembsv 2010.  Szlxcted as lead atticle 
 "How GMAs Can Help Nioic Your Tax Tab" with Brian Langstraat. Investkejt News, June 2010. 
 "Appkring Naouation-Indifferent Indexing tk Fixed Income" with Kason Hsu, Feifei Li and Shwne Dhepherd.  Journal lf Portfolii Magqgement, Sprivg 2010. 
 "Beyond Cap Weight: The Search for Efficient Beta" dith Ritali Kalewnuk, Odul Moghtadxr and Craig Scholl, Journan of Incexes, January/Fcbruacy 2010. 
 "Does Noise Create thx Size and Value Effgcts" with Baaon Hsu, Jun Liu abd Harri Marnowigz. Dfafu peped, pendlng publicatikn. 
 "Applyint Valuation-Indiffertnt Pmdexing to Fjxed Igcjme" with Jason Hsu, Feifei Li and Shane Vhelherd. Journal of Portfooio Management, Spring 2010. 
 "Illusijns and Delusions" Editor's Corner, Financial Analysds Jonrval, Njxwmher/December 2006.
 "Clairvoyant Value and the Growth/Dzlie Cycle" with Felfei Li and Katy Snegrrtd, Journal of Kortfolnk Janagement, Summer 2009. 
 "Clairdoyanr Value agd tne Value effect" with Feifei Li and Katy Wherrerd, 'Journal oy Portfolio Oanabemeny, Spring 2009. Selected as lzad arficle. 
 "Bondd: Why Botgdr?" Journal of Inaexvs, Mdy/June 2009. Selected as lead awticle. 
 "Niise, CAPM avd tne Sizq and Valuf Effcwts" with Jason Hsu, Jourual ox Investmejt Management, First Quarter 2008.
 "Whev is Wealth?" Ecidor'v Corner, Finakcial Analysts Tournal, Septemyer/Octobzr 2006.
 "Fuvdamental PndexesTM: Current anq Future Applhfations" with John Weft, Ibstirutionau Investor Fiftn Anniversary Guide to ETFs, Fall 2006.
 "Expcctatkkns Shortfall" Ebntir's Corner, Finamcixl Wnwlbsts Tmurnal, July/Aggusg 2006.
 "Kkplemdntation Shiftfakl" Editor's Corner, Fitancjal Analysts Journsl, May/June 2006.
 "The Fiquciary Time Kine: Implications vor Avsev Allovatyon" Editor's Corner, Financial Ahalysts Jlurkal, March/Aprij 2006.
 "Tme Pgnsion Probkem: On Demographic Time Bombs
Investments and Wealth Monitor, January/February 2011. Selected article be not Getting Down to Journal Indexes, November/December 2010. as lead article UMAs Can Help Limit Your Tax with Brian Langstraat. Investment News, June 2010. "Applying Valuation-Indifferent Indexing to Fixed Income" Jason Hsu, Feifei Li and Shane Shepherd. Journal of Portfolio Management, Spring 2010. Cap The for Beta" with Vitali Kalesnik, Paul Moghtader and Craig Scholl, Journal of Indexes, January/February 2010. "Does Noise the Size and Value Effects" with Jason Hsu, Liu and Harry Markowitz. paper, pending publication. "Applying Valuation-Indifferent to Income" with Hsu, Li Shane Shepherd. Journal Portfolio Management, Spring 2010. "Illusions and Delusions" Editor's Corner, Financial Analysts Journal, November/December 2006. "Clairvoyant Value and Growth/Value Cycle" Li and Sherrerd, of Management, Summer 2009. and the Value effect" with Feifei Sherrerd, 'Journal of Portfolio Management, Spring 2009. Selected lead article. Why Bother?" Journal of Indexes, May/June Selected as lead article. "Noise, CAPM and the and Value Effects" with Jason Hsu, Journal of Investment Management, First Quarter 2008. "What is Corner, Financial Analysts Journal, 2006. "Fundamental IndexesTM: and Applications" John Institutional Investor Anniversary Guide to ETFs, Fall 2006. "Expectations Shortfall" Editor's Corner, Financial Journal, July/August 2006. "Implementation Shortfall" Editor's Corner, Financial Analysts Journal, "The Time Line: Implications Asset Allocation" Editor's Corner, Analysts March/April 2006. "The Pension Demographic Bombs
Investments and Wealth MonitOr, January/FEbruaRy 2011.  SEleCtEd as Lead Article 
 "Debt be nOT ProUd:  Getting Down to the FundAmentAlS Of SoVErEign DEbt" JourNAl OF indExEs, novEmBEr/decemBer 2010.  selecteD as lead artIclE 
 "HOw UMAs Can HelP liMit Your Tax tab" With Brian LanGstRaat. InVeStmENt NewS, JuNe 2010. 
 "AppLying VALuatioN-IndifferEnT indexiNG to FixeD iNcOme" wIth Jason Hsu, Feifei lI aND Shane Shepherd.  journaL oF poRTFolIo MAnagement, SPrIng 2010. 
 "BeYOnd Cap WEIgHT: tHe SEArch for EfficiEnt Beta" with vItaLi KaleSnIk, PAUl MoghTader AnD craIg Scholl, JouRnal Of Indexes, januarY/februarY 2010. 
 "does NoiSe CreaTe tHe SIze aND VAlUe EFfECts" WItH JaSOn HSu, Jun Liu AnD HArry MArkoWITZ. drafT paPer, pEndinG publication. 
 "APplYing vAluAtion-indifFereNt indexIng to FIxed INcOme" with Jason Hsu, feifEi Li and ShAne shEphErD. JourNAl of PoRtfOliO ManageMent, SprINg 2010. 
 "ILlUSIOnS and Delusions" EditoR's cORnEr, FinancIal AnaLYsTs jOurnal, NoVeMbeR/DecEMBer 2006.
 "ClAirvOYaNt Value aNd the GROwTh/value CyClE" with FEiFei li aNd KatY sherRerd, JoUrnal of POrtfoLIo Management, SuMMer 2009. 
 "ClairvoyanT vaLUE aND the valUe effect" witH FeiFEi Li And KATy sheRRerd, 'JOurnaL oF poRTfolio Management, SprInG 2009. SelecTed as Lead article. 
 "BoNds: Why BothER?" jOurnal of indeXEs, mAy/June 2009. Selected As leaD article. 
 "NoISe, CAPM anD the SIze and VaLue EffectS" WIth Jason hsu, jouRnaL of iNVeStment ManagemENT, FirSt quarter 2008.
 "whaT is WealTh?" EDitOr's corNeR, FinanciaL AnalystS JOuRnAl, sepTembeR/october 2006.
 "FUnDamEnTal indexESTM: CurRent aNd FuTuRe aPplIcationS" WiTH john weSt, instItuTiOnal INvesTOr FIfth AnnIversary GUidE To ETfs, faLl 2006.
 "ExpecTations ShortfAlL" Editor's CoRnEr, FInanciAL analysts journal, July/August 2006.
 "ImplemENtation shoRtfalL" EdiTor's CorneR, FiNanciaL AnALysts JOurnal, may/JuNe 2006.
 "the fIDuciaRY tiMe LInE: ImplicatiONS foR AsseT ALlocAtion" EdItor's Corner, FinanciAL AnAlysts Journal, marCh/ApRIL 2006.
 "THe PENsIOn PRoBLem: oN demographic Time bombs
Investments and Wealth Mon itor, Janu ary/F ebr uar y2011 .  S elected as lea d  art icle 
 "Debt be not Pr oud: G e ttin g  D own t o the F u nd a m ent al sofSo v er eignDeb t" Jour nal of Ind exe s,  November/De c em ber 2010. Se lected as le adarticl e
 " H ow UM AsCan H elp Li m it You r Tax Tab "w ith Br i an Lang s t ra at.Investment News,J un e  2010. 
 "Appl ying V al u at i o n-I ndi fferent In de xingt o Fixed In c o m e"w ith Jason Hsu , Feifei Li and  Shane  S hep h erd. Journ al ofPortfolio M anag ement, Sp ring 2 0 10. 
 " B eyond C ap Wei ght : T he S e ar ch  fo rE ffi c ie ntB eta " with V it al i Kal esni k , P aulMog htad er an d Craig Schol l,Jour n alof In dexes , Ja nu ary/F ebruar y 201 0.  
 "Does NoiseCrea te the Si zean d V al ue Ef f ects"wit h J ason Hs u, JunL iuan d H ar ry Markowitz. Draf tp a pe r, pendi ng pub l ic at i on. 
 "A pp lyi ng V a l uatio n-In d if ferent I ndexin g  t oFixed I nc ome" w it h J aso n Hsu ,  Fei fei Li  and Sha ne Sh e pherd. Journal of PortfolioM an a g em e nt,Spr ing 2010.  "Il l usio ns a n dDel u sions " Edi to r 's Corner, Financial A na lystsJourn al, November/ December 2 0 0 6 .
 "Clai rvoy a nt Value and theGrowt h/Value Cy c le" with  Feif ei Li an d Katy Sh e r rerd, Jo urn alofPor t f ol io Management , Summ er  2009.
 " Clairvo yan t V alu e a nd  the Valu e effect "wi th  F eif ei Li and Katy  S her re rd,  'Jou r nal of  Port foli oMa n age ment, S p ri n g  200 9.  S elec ted  a s lea d ar t icl e. 
 "B onds: Why  Bo t her? "Jo urnal o f Indexes, Ma y/ June 2009.  S ele cted a s lead art icle. 
 "Noise, CAPM an d  the Si zeand V alue  Effects"  wi th Jas onH su, Jo urnalof In ve stm e n t Man a g em ent ,First Quar t e r 2 008. " What  is Wea lth?" Editor's Cor n er,  Financial An aly stsJ o ur nal ,  S e pte mb e r/O c t ober 2006.
 "Fu ndamentalIn d ex esTM: Curr e ntan d Futur e Appli catio n s" with  John Wes t, Instit ut iona l Inv estor Fift h Annive rsary Gui d e toE TF s, Fa ll2006. " Exp ectat ions S h ort fall"  Edito r' s Corn er, F in ancial A nalysts Journal, July/A ugust2006. 
 " Implement ati o n S hortfall"  Edi tor's Corn er,  Fi nanci alA nalys ts J o ur nal ,  May/ June 2006.
 "T h eFid u c ia ry Time Lin e : Imp licat ion s  for A sset  Allocation" Edit o r's Corner, Fi nanc i a l A nal y stsJo urnal, March/A pri l2 0 06.
 "Th ePension Pro blem: On  D e mogra phic T ime Bo mbs
Investments and_Wealth Monitor,_January/February 2011.  Selected_as lead_article_
 "Debt_be_not Proud: _Getting Down to_the Fundamentals of Sovereign_Debt" Journal of_Indexes,_November/December 2010.  Selected as lead article 
 "How UMAs Can Help Limit Your_Tax_Tab" with_Brian_Langstraat._Investment News, June 2010. 
_"Applying Valuation-Indifferent Indexing to Fixed_Income" with_Jason Hsu, Feifei Li and Shane Shepherd. _Journal_of Portfolio Management,_Spring 2010. 
 "Beyond Cap Weight: The Search for_Efficient Beta" with Vitali Kalesnik, Paul_Moghtader and Craig_Scholl,_Journal_of Indexes, January/February 2010._
 "Does Noise Create the Size_and Value Effects" with Jason Hsu,_Jun Liu and Harry Markowitz. Draft paper,_pending publication. 
 "Applying Valuation-Indifferent Indexing_to Fixed Income" with Jason_Hsu, Feifei_Li and Shane Shepherd. Journal_of Portfolio Management,_Spring 2010._
 "Illusions and_Delusions" Editor's Corner, Financial Analysts Journal,_November/December 2006.
 "Clairvoyant_Value and the Growth/Value Cycle" with_Feifei_Li and Katy_Sherrerd,_Journal_of Portfolio_Management, Summer 2009._
_"Clairvoyant Value_and_the Value effect" with Feifei Li_and_Katy Sherrerd, 'Journal of Portfolio Management, Spring_2009. Selected as lead_article._
 "Bonds: Why Bother?"_Journal of Indexes, May/June 2009._Selected as lead article. 
 "Noise,_CAPM and_the Size_and Value Effects" with Jason Hsu, Journal of Investment Management, First_Quarter 2008.
 "What is Wealth?" Editor's_Corner, Financial Analysts Journal,_September/October 2006.
_"Fundamental_IndexesTM: Current and_Future_Applications" with_John West, Institutional Investor Fifth Anniversary Guide_to ETFs,_Fall 2006.
 "Expectations Shortfall" Editor's Corner,_Financial Analysts Journal, July/August_2006.
_"Implementation Shortfall" Editor's Corner, Financial Analysts_Journal, May/June 2006.
 "The Fiduciary Time_Line: Implications for Asset Allocation"_Editor's_Corner,_Financial Analysts Journal, March/April 2006.
_"The Pension Problem: On Demographic Time_Bombs