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
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The Fiscal Times, November 5, 2015Paul Jacobs says there's still time for retirement savers to maximize tax benefits for the year.
U.S. News & World Report, November 3, 2015ReKeithen Miller suggests some reasons people may take foolish financial risks.
Money, September 22, 2015Ben Sullivan warns investors not to confuse good outcomes with good decision-making.
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