MainStreet, October 15, 2013Paul Jacobs explains why retirement savers might want to recharacterize their IRAs (or Roth IRAs) ahead of next year’s October 15 deadline.
Paul Jacobs, CFP®, EA, joined Palisades Hudson as an associate in Scarsdale in 2002. In 2006 he became a client service manager and transferred to Fort Lauderdale. In 2008 Paul moved ... Read Full
Your Name (required)
Your Email (required)
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.
For the latest economic, political, and global news, please visit our Current Commentary page.
For the latest personal financial management news, please read the latest edition of our quarterly newsletter, Sentinel.
Because you are using an outdated version of MS Internet Explorer. For a better experience using websites, please upgrade to a modern web browser.