Press and Media Room Archive

Cathy Pareto is widely quoted by the media and has provided investment and personal finance quotes for publications and television shows such as The Wall Street Journal, Business Week, The New York Times, FOX Business, PBS, CNBC, Bloomberg, Jean Chatzy’s blog and More Magazine articles, The Miami Herald, The Daily Business Review, Forbes, Investopedia, WLRN, Accountant’s World, Florida Medical Business, Divorce360 and many more.

Media Quotes and Radio Shows

You can find a more recent list of media quotes and coverage on this page.

3/7/2015 Miami Herald

Cathy gets quoted in “Keeping track of ‘hidden’ deductions “

1/05/2015 Miami Herald 

Cathy gets quoted in “The year ahead: A glimpse at the economic outlook for South Florida”

7/1/14 Financial Advisor Magazine

Cathy Pareto and Associates, Inc. earns a spot on Financial Advisor Magazine’s RIA Ranking for 2014.  This is a coveted honor and a true testament to our firm’s accomplishment and success this past year.

6/27/14 Google Hangouts

Ally Bank and BankRate.com teamed up to host on online Google Hangout, “Taking the Guesswork Out of Retirement”.   Cathy Pareto was one of the featured expert panelists. Check out the video here.

4/11/2014 MSN Money 

Cathy Pareto gets quoted in “4 Ways to Pay Off Your Mortgage Early”

2/6/2013 The Wall Street Journal

“Using a 401(k) to Fund a Career Transition”, Cathy discusses a real life case in which she helped a client transition between careers using a unique rule for 401(k) early withdrawals.  Sound planning goes a long way.

12/2/2013 The Daily Business Review – Cathy Pareto is featured in the DBR’s annual Wealth Management special report titled “Wealth Management: Guarding Wealth, Grabbing Opportunity”.

10/15/13 South Florida Legal Guide

Thank you Miami for recognizing Cathy Pareto as a “Top Financial Professional” in the 2013 South Florida Legal Guide! http://ow.ly/pQg3o.

9/27/2013 The Miami Herald 

Disability Insurance is a Wise Investment“.  Our firm does not sell insurance, but risk management is part of any sound financial plan.

7/17/2013 Pete De La Torre Business Program

Listen to Cathy on 880 a.m. The Biz discussing entrepreneurship.

7/11/2013 The Week and Learnvest.com

“How to Inspire Kids to Give to Charity”.  Read Cathy’s extensive comments regarding educating children about money and charity.

6/26/2013 Investment News

Cathy Pareto and Associates has extensive experience working with same-sex couples.  Read Cathy’s planning related comments in “DOMA ruling dramatically changes financial planning for same-sex couples.

5/14/2013 New York Times

Discussion about measuring portfolio Risk, Cathy is interviewed in this recent NY Times article “Taking the Measure of Risk“.

4/29/2013 Interest.com

Bond prices and rising rates in “A Question of When, not If Bond Prices Will Fall“.

4/26/2013 The Miami Herald

Features numerous financial tips from Cathy Pareto in “Make that Refund Count

3/18/2013 TheLaw.tv

Quotes Cathy in “Gray Divorce: “A Retirement Hurdle and Legal Conundrum.”

1/8/2013 The Wall Street Journal

Interviews Cathy regarding 401k plans in “More Attention to 401(k)s Can Pay Off“.

12/7/2012  Action Line

Addresses a reader’s concern about retiring baby boomers with several quotes from Cathy.  Read it here.

10/31/2012 TheLaw.tv

Quotes Cathy in “Why Trusts Aren’t Just For the Rich“.

10/24/2012 TheLaw.tv

Check out Cathy’s quotes in “Why It’s Never Too Late for an Estate Plan“.

10/17/2012 LearnVest.com

Quotes Cathy in “Estate Planning for Same Sex Couples- What You Need to Know“.

10/12/2012 DailyWorth.com

Quotes Cathy in “Four Smart Tax Moves Now“.

10/4/2012 The Daily Business Review

Hosted its annual Wealth Management Roundtable and invited select South Florida advisors to discuss various financial topics including this year’s “fiscal” cliff”.  Cathy Pareto was once again asked to be a panelist.  Video and story to follow in November.

9/29/2012 The Miami Herald

Quotes Ana Maria Martinetti-Katz in “What to Look for in Long Term Care Policies“.

8/30/2012 AdvisorOne

Features Cathy Pareto’s comments in “Don’t Pay for your Kids’ College“. Parents need to worry about their own retirement and should be selective about financial support for children.

8/25/2012 The Miami Herald

In the article “One Last Shot to Save” Cathy discusses retirement and investment ideas for the 50 to 65 demographic.  Read it here.

8/20/2012 The Wall St. Shuffle

Live radio from Dallas, TX, Dan Stewart talks with Cathy Pareto about finding the right balance and boundaries between parents and children when it comes to money management issues, college planning and more.  Listen here.

8/19/2012 Deseret News

Cathy Pareto is featured in this recent article discussing college financial planning. She provides key points for parents to consider when funding their children’s’ college education.

8/9/2012 Investment News

Interviews Cathy in news story “Court case being watched by advisers of same-sex couples“.

7/16/2012 Financial Advisor Magazine

Cathy Pareto and Associates, Inc. earns a spot on Financial Advisor Magazine’s RIA Ranking for 2012.

6/1/2012 Money Radio 1510 “Business for Breakfast” 

Interviews Cathy on live radio regarding Baby Boomers and their impact on the stock market.

6/1/2012 Forbes

Features Cathy’s comments in “Will Retiring Boomers Crash the Stock Market?

5/28/2012 Investment News

Interviews Cathy in “Gay Spouses Struggle to Claim Benefits“.

5/9/2012 CNN Money

Quotes Cathy in “Gay marriage: Boost in ‘economic inequities’ fight“.

5/9/2012 Financial Advisor Magazine

Quotes Cathy in “Same Sex Couples Face Maze of Financial Issues“.

12/12/2011 AARP Viva

Quotes Cathy in How to Protect Yourself Against Inflation“.

12/11/2011 The Miami Herald

Quotes Cathy in “Is Florida’s prepaid college a good option? Do the math.”

11/1/2011 Telemundo Television

Interviews Cathy regarding Bank of America ending debit card fee plans.

10/30/2011 Richmond Times-Dispatch

Quotes Cathy in “Financial Essentials for New Parents“.

10/10/2011 Daily Business Review

Hosted annual Wealth Management Roundtable and invited select South Florida advisors, including Cathy Pareto, to discuss various financial topics regarding today’s investing and planning issues.

8/10/2011 El Nuevo Herald

Quotes Cathy in article about U.S. Debt downgrade and recent market volatility.

7/27/2011 The Miami Herald

Quotes Cathy in “Debt Ceiling Debate Not End of the World”.

7/5/2011 News Radio WIOD

Interviews Cathy regarding her role as Community Outreach Co-Chair for Miami Dade Financial Planning Assn.

5/2/2011 Wall Street Journal

Quotes Cathy in “ETFs make Alternative Investments More Accessible”

3/28/2011 BankRate.com

Quotes Cathy in “4 Ways to Pay Off Your Mortgage Earlier”

3/23/2011 Franklin Prosperity Report

Quotes Cathy in “Know the New Normal in Credit Scores.”

3/10/2011 Miami Today

Quotes Cathy in “Boom or bust, number of securities agents remains steady.”

1/14/2011 Fund Action

Interviews Cathy in a story on currency funds.

12/8/2010 Daily Business Review interviews Cathy regarding the estate tax rules. Check out an audio clip here.

12/5/2010 The Miami Herald quotes Cathy in “Start Thinking About 2010 Tax Returns.

11/12/2010 Newsweek Magazine quotes Cathy in “The Gen-X Jitters”.

11/1/2010 Money Magazine quotes Cathy in MP Dunleavey’s article, “Manage Your Money Like a Man – or a Woman”

11/1/2010 Daily Business Review hosted annual Wealth Management Roundtable and invited select South Florida advisors to discuss various financial topics. Check out Cathy’s comments in the video highlights.

10/2/2010 Miami Financial Planning Day Cathy will be presenting an investing workshop and conducting pro-bono financial planning sessions with the Financial Planning Association. Click here for more info about the event.

8/27/2010 Sun Sentinel Interviewed Cathy in “Same-sex couples face myriad legal, financial hurdles“.

8/12/2010 Miami Today interviews Cathy in ” Financing’s Vicious Circle Dilemma Leaves Small Business Stuck in Limbo”.

7/1/2010 Investment Advisor Magazine featured Cathy in an article about business succession planning.
6/30/2010 Forbes.com published Cathy’s article “Understanding Investor Behavior

6/7/2010 Morningstar.com published Cathy’s article “Exposing the Fallacy of the Lost Decade” on its website. Morningstar is well respected, independent provider of data and security and market analysis for the investment industry.

5/7/2010 Miami Herald/WLRN interviewed Cathy in a story about parents using their children’s credit for auto transactions. Listen here.

4/27/10 NBC6 South Florida Nightly News featured Cathy on a recent “Shrink Your Bills” segment. Click here to watch.

4/12/10 The Saturday Evening Post quotes Cathy in “Why it Pays to Diversify“.

3/31/10 NBC6 “South Florida Today” featured Cathy as a guest to discuss personal finance matters (be patient, the file may take some time to load).

3/29/10 AARP/Segunda Juventud quotes Cathy in “Get the Most Out of Your Money”.

2/18/10 AOL/DailyFinance.com quotes Cathy in Jean Chatzky’s article “Retirement Investing: Tips for Creating the Proper Asset Allocation”.

1/17/10 The Miami Herald quotes Cathy inPut Your Financial House in Order.”

1/6/10 The Wall Street Journal Check out Cathy’s comments regarding managing risk in the “Voices” section.

12/19/09 Fox Business News featured Cathy Pareto as a panelist on its live show,“Your Questions, Your Money”

12/6/09 The Miami Herald quotes Cathy in “Investing some time now can save you money when April tax deadlines arrive”, an article on end of year tax planning strategies.

11/09/09 The Daily Business Review hosted their seventh annual Wealth Management Roundtable and invited seven South Florida advisors to discuss various financial topics. Check out Cathy’s comments in the video highlights.

11/4/09 Yahoo Finance Cathy’s article “Your Retirement Income – Will it be Enough? “was featured on Yahoo Finance’s home page. To read the article, click here.

10/25/09 The Miami Herald quotes Cathy in “Five Ways to Save for College” article.

10/18/09 The Miami Herald and Chicago Tribune quotes Cathy in College Planning article. Read the Tribune article here.

10/1/09 Investment Advisor Magazine quotes Cathy in “Wealth Matters” where she discuss proactive solutions for Roth Conversion planning for clients.

9/30/09 More Magazine quotes Cathy in Jean Chatzy’s article “7 Money Lies and 3 Truths for the New Economy”.

9/3/09 Oprah.com and Jean Chatzky quote Cathy in “Can You Afford to Stay Home?

8/2/09 The Miami Herald quotes Cathy in “Congress aims to change credit card rules for people under 21”.

7/25/09 Fox Business News featured Cathy Pareto as a panelist on its live show,“Your Questions, Your Money”.

7/24/09 Jean Chatzy, award-winning journalist, best-selling author and personal finance correspondent for Oprah and the Today Show, quoted Cathy Pareto in a recent Q&A post on her blog.

7/17/09 Daily Business Review quotes Cathy in “Risk Looms in the Treasury Securities Market”

6/27/09 Fox Business News featured Cathy Pareto as a panelist on its live show,“Your Questions, Your Money”.

6/19/09 CreditCards.com quotes Cathy Pareto in Sally Herigstad’s Reader Q&A.

6/18/09 The South Florida Business Journal includes Cathy Pareto on its“40 Under 40” list of honorees and presents her with award.

6/5/09 CreditCards.com quotes Cathy Pareto in Sally Herigstad’s Reader Q&A.

5/21/09 The New York Times quotes Cathy Pareto in “Time for a New Strategy?”

4/19/09 Investment News quotes Cathy Pareto in “In the Prime of Their Lives, Young Investors Fear Future”.

3/30/2009 to 3/31/2009 Cathy Pareto will be a featured speaker at the 2009 U.S. World Series of ETF’s-Southeast Conference

3/27/2009 Forbes Cathy Pareto’s article “Mutual Fund or ETF: Which is Right for You?” gets published on Forbes.com

3/18/2009 BusinessWeek Cathy Pareto gets quoted by Ben Steverman in Obama: Feeling our Financial Pain?

3/10/2009 The Wall Street Journal quotes Cathy in special section on Personal Financial Planning.

1/26/2009 Get on the NAPFA/TD Ameritrade “Your Money Bus”. Check out Cathy’s You Tube video from the Miami bus stop here.

1/22/2009 Florida International University featured Executive MBA alumni and founders of Cathy Pareto & Associates in video interview, taped in August 2008. You will need RealPlayer to view the file, which can be downloaded for free here.

12/07/2008 – 12/10/2008 Cathy Pareto will be a speaker at the 13th Annual Super Bowl of Indexing in Phoenix, AZ

11/25/2008 WLRN/NPR South Florida’s “Topical Currents” Cathy Pareto was a featured guest discussing “How to Survive the Financial Crisis” on the live radio show.Listen to the show here (but be patient, the file takes time to download).

11/12/2008 Daily Business Review – Cathy Pareto gets quoted in Wayne Tompkins’ Capital Sources article-“Wealth Managers Console Nervous Clients Over Obama’s Tax Plan.

11/11/2008 Bloomberg Cathy Pareto gets quoted by Jeff Plungis in “Year-End Mutual Fund Tax Bite May Spark ETF Growth”

10/10/2008 Miami Herald Video See Cathy Pareto discuss “What You Should Do With Your 401K”.

10/10/2008 Bloomberg Cathy Pareto gets quoted by Jeff Plungis in FDIC Easing of Trust Rules Increases Deposit Coverage.

10/09/2008 BusinessWeek Cathy Pareto gets quoted by Ben Steverman in The Fed, the Crisis, and Your Portfolio– questions you should ask your Adviser – now.

10/01/2008 Worth Magazine has named Cathy Pareto as one of the top 250 wealth advisors in the US in the October edition.

10/01/2008 Cathy Pareto and Associates is highlighted in Investment Advisor Magazine. Read the coverage here.