Medley & Brown, LLC

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February 7, 2010 Clarion Ledger: “Roth vs. Traditional IRA” LaRaye Brown

Reporter LaRaye Brown discussed the pros and cons of converting a traditional IRA into a Roth IRA.  Julius Ridgway stressed the importance of factoring in the age of the individual and years until retirement when considering the conversion.

February 5, 2010 Bloomberg: “Swine Acronym Ordered Out of Barclays Capital Reports” Alexis Xydias, Rita Nazareth and Lynn Thomasson

In a Bloomberg article written by Xydias, Nazareth and Thomasson, the journalists discussed Barclays recent ban on analysts from using the acronym Piigs (Portugal, Italy, Ireland, Greece and Spain) in communications with clients.  Julius noted that he thought the ban was “silly” because the acronym was simply “a cute nickname to use so you don’t have to say five names out loud over and over again.”

January 11, 2010 Dow Jones Newswires: “US Stocks Stall; Hopes For Earnings Also Prompt Nerves” Kristina Peterson and Donna Kardos Yesalavich

In this article, reporters Peterson and Yesalavick discuss investors’ fears of fourth-quarter earnings being overly optimistic.  Julius noted that investors will probably see “more optimistic projections for the coming quarter and a more normal ratio of beats to misses”.  Julius added that investors have no clarity on how the recovery will proceed.

December 10, 2009 Dow Jones Newswires: “US Stocks Higher On Jobs Data; Dollar Also Gaining” Geoffrey Rogow and Peter McKay

In a Dow Jones Newswires article written by Geofrey Rogow and Peter McKay, Julius stressed the importance of thinking long-term and not being distracted by all the noise in the market.

December 5, 2009 Bloomberg: “U.S. Stocks Advance as Jobless Rate Unexpectedly Declines” Lynn Thomasson

Julius Ridgway was quoted in a Bloomberg article written by Lynn Thomasson.  Commenting on the outlook for stocks after the recent rally, Julius said, “Stocks are still more attractive than bonds,” and added that “Lots of businesses are doing fine and getting better.“

December 2009 Top Wealth Managers Quarterly Pulse

Medley and Brown ranked thirty-third on the December Wealth Managers' Quarterly Pulse Survey.  Selection to the list was based on data collected from a Wealth Manager questionnaire and from advisors’ Form ADV.  The top wealth managers list is comprised of registered investment advisors managing $50 million or more and offering financial planning services largely to high net worth individuals.

Wealth Manager magazine, founded in 1999, is a resource for asset managers who work with high net worth clients.  In 2005, the magazine was acquired by Highline Media from the Bloomberg organization.  Highline Media owns information assets in the financial services, insurance and real estate fields.

November 5, 2009 Dow Jones Newswires: “GLOBAL MARKETS: European Stocks Decline Ahead of BOE and ECB” Ishaq Siddiqi, London

In a Dow Jones Newswires article written by Ishaq Siddiqi, Julius suggested that some of the larger, higher-quality stocks that lagged in the first leg of the market rebound have become more attractive on a relative basis.

November 5, 2009 The Wall Street Journal: “Garmin Gets Lost As Merck Rises 6.4%” Geoffrey Rogow

In a Wall Street Journal article by Geoffrey Rogow, Julius was asked about the relative performance of various sectors and capitalization ranges.  Julius suggested that the larger, higher-quality stocks that had lagged in the first leg of the market rebound had become more attractive on a relative basis.

November 4, 2009 Dow Jones Newswires: “US US Stocks Close Up Slightly In Volatile Session” Geoffrey Rogow

Julius Ridgway was quoted in a Dow Jones Newswires article written by Geofrey Rogow.  Julius warned against investing in the riskiest segments of the market

October 1, 2009 Dow Jones Newswires: “US Stock Mark Biggest Decline In Roughly Three Months ” Geoffrey Rogow

Julius Ridgway was quoted in a Dow Jones Newswires article written by Geofrey Rogow.  When asked to predict the direction of the market, Julius suggested the importance of rotating from expensive stocks into cheap stocks, regardless of market direction.

September 18, 2009 Medical Economics: “The 150 Best Financial Advisers for Doctors”

Medical Economics recognized Tim Medley as one of the 150 best financial advisers for doctors in its September 18, 2009 issue.  Tim was the only financial adviser from Mississippi to appear on the list.

August 12, 2009 Bloomberg: “Berkshire Seeks New Insurance Customers After Profit” Erik Holm

After reporting a profit in the second quarter of 2009, Berkshire Hathaway, Inc. is seizing the opportunity to sell more natural disaster insurance.  Reporter Erick Holm noted that due to the recent profit, Berkshire’s book value increased by eleven percent. Julius Ridgway observed that as Berkshire’s book value increases, so does its ability to write new insurance policies.

July 21, 2009 The Wall Street Journal: “Gulf Island Rises 7.8% and CIT Jumps” Geoffrey Rogow

Commenting on the recent stock market rally, Julius Ridgway told journalist Geoffrey Rogow that given the sharp bounce off the bottom, stocks would need to start seeing evidence of fundamental improvement to justify current prices.

July 2009 Wealth Managers Magazine’s “The Top Dogs”

Wealth Manager magazine presented “The Top Dogs” in its July/August 2009 issue.  Medley & Brown has now appeared on Wealth Manager’s list of the country’s top wealth managers the last seven years, making it the only Mississippi firm to do so.

Selection to “The Top Dogs” list was based on data collected from a Wealth Manager questionnaire and from advisors’ Form ADV.  The top wealth managers list is comprised of registered investment advisors managing $50 million or more and offering financial planning services largely to high net worth individuals.

Wealth Manager magazine, founded in 1999, is a resource for asset managers who work with high net worth clients.  In 2005, the magazine was acquired by Highline Media from the Bloomberg organization.  Highline Media owns information assets in the financial services, insurance and real estate fields.

June 14, 2009 The Wall Street Journal: “Do You Have Time to Get Back in the Black?” Dave Kansas

In this article, reporter Dave Kansas addressed ways for investors to rebuild their retirement accounts.  Tim Medley observed that some younger investors may have “overlearned” lessons from 2008 and have become overly cautious about owning common stocks.  He also encouraged Investors to set up automatic savings plans that direct a portion of their income into stock mutual funds

June 2 , 2009 The Wall Street Journal: “Boeing, Caterpillar, Alcoa Pace the Dow” Geoffrey Rogow

Journalist Geoffrey Rogow noted that recent economic data has fueled a massive rally for textile and manufacturing companies.  Julius Ridgway explained that as investors’ enthusiasm for stocks increases, driving up stock prices, the relative attractiveness of the stocks decreases.

April 4, 2009 The Wall Street Journal: “Managed Funds Offer Little Cover From the Bear” Karen Damato and Diya Gullapalli

In this article, reporters Damato and Gullapalli suggest that actively managed mutual funds have failed to outperform their benchmark indices during the recent market decline. Tim Medley conceded that while Medley & Brown’s U.S. stock funds failed to outperform in 2008, they have beaten the market over the firm’s 19 year track record by about a percentage point a year after fees.

April 1, 2009 The Wall Street Journal: “Stocks Open Second Quarter Strong” Peter Mckay

Journalist Peter McKay noted that the March rally in the stock market caused a new round of investors to get back in the market. When asked if he thought it was too late to get back in, Julius Ridgway explained that “valuations [still] look very compelling to us and I wish we had more [cash] on the sidelines to be putting to work.”

March 1, 2009 The Clarion-Ledger: “Question Prior to Investing” by Kevin Richardson

In this article, reporter Kevin Richardson discussed the preliminary steps that an investor should take when choosing a financial adviser. Julius Ridgway stressed the importance of having an independent third party custodian that holds client assets in an account registered in the client’s own name. Kevin emphasized the importance of understanding how an advisor plans to manage your assets.

January 18, 2009 The Clarion-Ledger: “No One-Size-Fits-All Solution, Experts Say” by LaRaye Brown

In a Clarion-Ledger article entitled "No One-Size-Fits-All Solution, Experts Say", reporter LaRay Brown interviewed Kevin Anthony about planning for retirement and recovering from the September crash in the stock market.  Kevin explained the importance of assessing an individual's tolerance for risk.

November 7, 2008 Bloomberg: “Berkshire May Report Fourth Straight Profit Decline” by Erik Holm

In this article, reporter Erick Holm explored causes for Berkshire’s anticipated fourth quarter decline.  Mr. Holm interviewed Julius Ridgway regarding reasons for the profit decline.

November 7, 2008 Medical Economics:  "The 150 Best Financial Advisers for Doctors." 

Tim Medley has been recognized as one of the 150 best financial advisers for doctors.  This list of the best financial advisers for doctors was presented in the November 7, 2008 issue of Medical Economics.  Tim was the only financial adviser from Mississippi to appear on the list.

Forbes Names Medley & Brown, LLC One of the Nation’s Top 25 Emerging Investment-Advisory Firms

On October 6, 2008, Forbes.com, the website for Forbes magazine, included Medley & Brown, LLC among its “Up-And-Comers” list of the nation’s top 25 emerging investment advisory firms.  Medley & Brown was the only firm from Mississippi, Alabama, Arkansas or Louisiana included on the list.

Forbes.com compiled the “Up-And-Comers” list with the help of RIA Database based on information supplied to the Securities and Exchange Commission.  The ranking includes only registered investment advisory firms managing between $100 million and $500 million and offering financial planning services predominantly to individual clients.

Founded in 1996, Forbes.com’s slogan is “Home Page for The World’s Business Leaders”. 

July 2008 Wealth Managers Magazine’s “The Top Dogs”

Wealth Manager magazine presented “The Top Dogs” in its July/August 2008 issue.  Medley & Brown has now appeared on Wealth Manager’s list of the country’s top wealth managers the last six years, making it the only Mississippi firm to do so.

Selection to “The Top Dogs” list was based on data collected from a Wealth Manager questionnaire and from advisors’ Form ADV.  The top wealth managers list is comprised of registered investment advisors managing $50 million or more and offering financial planning services largely to high net worth individuals.

Wealth Manager magazine, founded in 1999, is a resource for asset managers who work with high net worth clients.  In 2005, the magazine was acquired by Highline Media from the Bloomberg organization.  Highline Media owns information assets in the financial services, insurance and real estate fields.

July 2008 Financial Advisor Magazine’s “Top RIA Survey”

Financial Advisor magazine presented its “Top RIA Survey” in its July 2008 issue.  Medley & Brown’s managed investments were shown to be $453 million at the end of 2007.

Rankings in the “Top RIA Survey” are based on data obtained from questionnaires mailed to independent RIA firms and from advisors’ Form ADV, which is filed with the Securities and Exchange Commission.  The Rankings include only firms managing $50 million or more and offering financial planning services predominately to individual clients.

Created for independent financial planners and registered investment advisors, Financial Advisor magazine is a monthly publication of Charter Financial Publishing Network, Inc.

April 24, 2008 The Wall Street Journal: "Sequoia Fund to Reopen to New Money" by Shefali Anand.

In this article, reporter Shefali Anand examines the reopening of The Sequoia Fund, which had been closed to new investors since 1982.  Ms. Anand interviewed Tim Medley regarding the response the reopening of the fund would receive from financial advisors.

July 2007, Medley & Brown Among the Fastest Growing Investment Advisors in the Country

Financial Advisor magazine presented its "Top RIA Survey" in the cover story of its July 2007 issue.  Among independent RIAs with $300 million to $500 million under management, Medley & Brown ranked 16th nationally in 2006 asset growth.  Medley & Brown was the only Mississippi firm to appear on the list.

July 2007 Wealth Manager Magazine: "Top Wealth Managers" by Bloomberg.

Wealth Manager magazine presented "The Top Dogs" in a special supplement to its July/August 2007 issue. Medley & Brown has now appeared on Wealth Manager's List of the country's top wealth managers the last five years, making it the only Mississippi firm to do so.

Schwab Institutional's Market Knowledge Tools

Kevin Anthony was quoted in Schwab Institutional's Market Knowledge Tools (MKT) publication on the subject of conducting client surveys.  Medley & Brown was one of four firms from around the country featured in the MKT How-To Guide.

November 7, 2006  Barron's Online:  "Is Your Portfolio International Enough?" by Lawrence C. Strauss.

In this recent Barron's Online article, Tim Medley was quoted on the subject of allocations to international funds.

November 3, 2006  Medical Economics:  "The 150 best financial advisers for doctors." 

Tim Medley has again been recognized as one of the 150 best financial advisers for doctors.  Thislist of the best financial advisers for doctors was presented as the cover story in the November 3, 2006 issue of Medical Economics.

August 21-27, 2006  Mississippi Business Journal:  "Medley & Brown's star keeps rising with notable rankings" by Lynne Jeter.

Writer Lynne Jeter reports on an interview with Tim Medley and points out that "Medley & Brown, LLC, is a common sight on the lists of the most prestigious financial publications."

July 10, 2006 Wealth Manager Magazine: Top Wealth Managers

Wealth Manager magazine has listed Medley & Brown, LLC among "The Stars" in its ranking of the country's top wealth managers.  This marks Medley & Brown's fourth consecutive appearance on the list, making it the only Mississippi firm to do so.  The list of top wealth managers was presented in Wealth Manager's July/August 2006 cover story.

February 21, 2006 Nelson Information: "World's Best Money Managers" by Thomson Financial.

Medley & Brown, LLC has been included in Nelson Information's "World's Best Money Managers" list in two categories measuring performance returns for the quarter ending December 31, 2005. In the category of International Balanced/Multi-Asset, Nelson ranked Medley & Brown, LLC 18th for its Balanced Portfolios composite. Medley & Brown, LLC also ranked in the category of U.S. Growth and Value Equity, placing 21st for its Focused Equities composite. Medley & Brown, LLC's balanced portfolios are invested across asset classes including, but not limited to, cash equivalents, corporate, government and municipal bonds, U.S. common stocks, and international stocks. Its Focused Equities portfolios are invested in a concentrated fashion, primarily in U.S. common stocks.

Nelson Information, one of the most respected sources of data on investment managers, compiles the latest quarterly performance results from over 1,500 management firms and over 6,500 portfolios.

September 9, 2005 The Wall Street Journal: "To Close or Not to Close a Fund?" by Karen Damato.

In a recent The Wall Street Journal article entitled "To Close or Not to Close a Fund?", reporter Karen Damato interviewed Tim Medley about mutual fund companies, such as Dodge & Cox, losing their doors to potential investors and new cash, in an effort to safeguard the fund's investment strategy and protect the interests of the existing shareholders.

August 29, 2005 Wealth Manager Magazine: "Top Wealth Managers" by Bloomberg.

For the third year in a row, Bloomberg, one of the world's largest financial news, broadcast and publishing companies, has named Medley & Brown as one of their "Top Wealth Managers", their exclusive list of the nation's leading independent financial-advisory firms. The article appears in the July/August edition of their Bloomberg Wealth Manager Magazine.

July 11, 2005  Barron's: ''Vanguard's Challenge'' by Lawrence C. Strauss.

In a recent article in Barron's, reporter Lawrence C. Strauss authored an article entitled, ''Vanguard's Challenge.'' The piece outlined Vanguard's success as a low-fee fund company and addressed some challenges the mutual fund giant will face as it rallies toward $1 trillion in assets under management. A significant portion of these assets are invested though financial advisors. Strauss consulted Tim Medley for some reasoning behind the growing number of advisors who use Vanguard's low-cost, no-load mutual funds. In observing that Medley & Brown charges its clients an investment management fee, Tim commented, ''It just makes sense'' for us and the client to use mutual funds like Vanguard's that have a low cost structure.

May 18, 2005  Nelson Information: "World's Best Money Managers" by Thomson Financial.

Medley & Brown, LLC, Financial Advisors has been included in the "Top 20" in Nelson Information's "World's Best Money Managers" for the first quarter of 2005. In the style category of International Balanced/Multi-Asset, Nelson ranks Medley & Brown's $116.4 million Balanced Portfolios 14th for first quarter performance.

March 10, 2005  TheStreet.com: "Lessons of the Nasdaq Bubble" by Gregg Greenberg.

Gregg Greenberg, writer for TheStreet.com, composed an article entitled "Lessons of the Nasdaq Bubble." The piece offers some guidance on how to avoid the massive losses that were encountered by many investors during the infamous tech bubble. Tim Medley was interviewed for the article and offered advice on investing in common stocks by comparing it to buying a business in one's home town: "If you wanted to buy a local tire business, you would look at their financials and come up with a valuation [of the business]. If it's reasonable or undervalued, then you buy it, if not, then you just walk on by."

March 1, 2005  The Wall Street Journal: ''CEOs Turn Mum About Projecting Earnings'' by   Gregory Zuckerman.

The Wall Street Journal's Gregory Zuckerman examined the recent trend of publicly traded companies becoming more hesitant to release short-term earnings guidance to investors in an article entitled ''CEOs Turn Mum About Projecting Earnings.'' In an interview given for the article, Medley & Brown's Julius Ridgway commented, ''The downside is investors aren't getting information that companies could be giving out, such as a legitimate bit of information about how a company will grow units and pricing, because restrictive disclosure rules make them uncomfortable.'' Julius added, '' I find it more valuable hearing what a CEO says about where a company will be five years from now,'' indicating that this recent trend might not have the perceived adverse effect that some investors fear.

Medley & Brown, LLC

Financial Advisors

P.O. Box 16725

Jackson, MS 39236-6725