In the Press
Learn What Others Are Saying...

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Becoming Indispensable to Clients With Disaster Planning
Quoted 9/25/2017

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What Advisers Need to Know about Working with Student Loan Debt Quoted 7/9/2019
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College Costs Can Sink
Parents, Too
Quoted 4/6/2019

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When Child Care Costs More Than a Mortgage Quoted 8/29/2019

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Meet The Rare Investment Adviser Who Still Picks Stocks
Featured & Quoted 8/8/2017

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4 Times When You Might Need a Financial Planner
Quoted 5/2/2017

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New Job, New Baby, New City: Starting a Firm in the Midst of Major Life Changes
Podcast interview 5/30/2018
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2018 Economic Outlook: Are We Approaching a Market Bubble?
Published article 1/11/2018
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Good Financial Reads: Understanding Tax Reform
Published Article 1/5/2018
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Financial Lessons from Hurricane Irma's Destruction
Published article 9/26/2017
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Good Financial Reads: Advice from our Experts on the Equifax Data Breach
Published Article 9/22/2017
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How to Decide When to Refinance Your Student LoansQuoted 10/22/2018

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Advisors Should Track Their Performance. But How?
Expert Panelist 9/25/2018
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Millennials Adopt Collaborative Model with Competitors
Quoted 2/24/2017

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Should I Build an Emergency Fund or Pay Off Debt?
Quoted 3/19/2018

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How to Use Financial Rules of Thumb Published Article 10/18/2017

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A Roth Savings Strategy for High Earners
Published Article 8/7/2017

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Paying for College Shouldn’t Require a College Education Radio Show Aired 5/11/2019