Physician’s Money Digest, August 29, 2013Ben Sullivan advises variable annuity holders, and those considering variable annuities, to be cautious of recent changes in these offerings.
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 is a member of the ... Read Full
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Reuters, March 3, 2014Paul Jacobs cautions that following Warren Buffet's latest advice may leave many investors underexposed to foreign equities.
USA Today, January 17, 2014Ben Sullivan urges investors to be cautious with long-term bonds, despite a recent rally.
CNBC, October 7, 2013Shomari Hearn illustrates prudent financial planning steps for clients dealing with an Alzheimer's diagnosis in their households.
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