Warning: Your College Experience May Depend On Stock Market Results

by Jonathan M. Bergman, CFP®, EA

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About the Author
Jonathan M. Bergman
Vice President, Palisades Hudson Financial Group LLC
Chief Investment Officer, Palisades Hudson Asset Management, L.P.
As chief investment officer and chairman of the firm’s investment committee, Jonathan M. Bergman, CFP^®, EA, directs a team of portfolio managers and associates focused on finding the most efficient and cost-effective ways to implement client portfolio strategies. He oversees more than $1 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence, and manager ...View full profile
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- In the Media
  
  The Wall Street Journal, December 27, 2011
  Paul Jacobs cautions against the allure of investing in gold.
  The Wall Street Journal, December 25, 2011 Benjamin Sullivan reassures investors worried about short-term market volatility.
  The Wall Street Journal, December 13, 2011
  Jonathan Bergman emphasizes the importance of clear expectations in intra-family loans.
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- Our Blog
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  The Making Of A Good Managerby Larry M. Elkin, CPA, CFP®Nineteen years ago, I returned from my family’s winter holiday, unlocked a small, empty, rented office, and started my own tax and financial planning firm. I knew what it would take...Continue reading
  
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