Benjamin Sullivan in The Fiscal Times

by Benjamin C. Sullivan, CFP®

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156 view(s) November 15, 2011 Media Appearances Comments Off

The Fiscal Times, November 15, 2011
Benjamin Sullivan tackles common investor mistakes.

About the Author
Benjamin C. Sullivan
Client Service Manager
Portfolio Manager
Since joining Palisades Hudson in early 2007, Ben has had extensive exposure to the firm’s asset management, personal financial planning, tax and valuation practices. He covers U.S. small-cap equities as an analyst for the firm’s investment committee and manages a Canadian rental real estate enterprise for an American family. He became a client service manager in 2010 and is a CERTIFIED FINANCIAL PLANNER® certificant. Ben has been quoted ...View full profile
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- In the Media
  
  The Boston Globe, May 20, 2012
  Paul Jacobs suggests alternative ways to approach a Roth IRA conversion.
  CNBC, May 10, 2012
  Anna Pfaehler recommends keeping the larger investment picture in mind when bracing against a depressed bond market.
  Bloomberg, May 7, 2012
  Jonathan Bergman comments on the protection offered by floating-rate loans.
  View all Media Appearances
- Our Blog
  Separating News From Noiseby Larry M. Elkin, CPA, CFP®It has been a tumultuous few weeks in the financial markets, but there is less to the news than meets the eye....Continue reading
- Newsletter
  Winding Up A Qualified Personal Resident Trustby Shomari D. Hearn, CFP®, EAThe Qualified Personal Residence Trust, or QPRT, became popular a couple of decades ago as a way to save gift and estate taxes. Now that many of the earlier trusts...Continue reading
  
  For the latest personal financial management news, please read the latest edition of our quarterly newsletter, Sentinel.

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