The Street, August 17, 2015Paul Jacobs and Ben Sullivan weigh in on the risks and rewards of investing in private equity funds.
Paul Jacobs, CFP®, EA, has been our firm’s chief investment officer since 2012 and a client service manager since 2006. As CIO and chairman of the firm’s investment committee, Paul ... Read Full
As a client service manager, Benjamin C. Sullivan, CFP®, EA, is extensively involved throughout the firm’s asset management, personal financial planning, tax and valuation practices. ... Read Full
Your Name (required)
Your Email (required)
U.S. News & World Report, February 4, 2016Anthony Criscuolo warns taxpayers to be careful when negotiating debt forgiveness.
USA Today, January 31, 2016Paul Jacobs identifies legitimate reasons to consider selling a mutual fund.
Money, January 11, 2016Melinda Kibler answers a question regarding how best to invest an inheritance.
Learn about our book in the "Insights" section Book 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.