Financial Advisor, April 4, 2013
Paul Jacobs contrasts investing theory with the real-world need for customized solutions.

Investment News, April 1, 2013
Paul Jacobs differentiates statistical news from statistical noise for mutual funds and baseball players.

Physician’s Money Digest, March 20, 2013
Paul Jacobs examines ways in which statistics can be used to over- or underrate both baseball players and mutual funds.

The Street, March 11, 2013
Shomari Hearn reviews prudent steps taxpayers can take to reduce future taxes.

Kiplinger’s Retirement Report, March 2013 – (article available to subscribers)
Paul Jacobs cautions savers on the risks of converting a 401(k) to a Roth 401(k).

The Street, February 25, 2013
Rebecca Pavese offers tax breaks many Americans overlook, as well as several new ones.

NBC News, February 12, 2013
Paul Jacobs suggests the complications facing investors who wish to remove firearms from their portfolios for ethical reasons.

The Pittsburgh Post-Gazette, February 12, 2013
Anna Pfaehler warns retirement savers of the risks of fixed-rate annuities in the current low interest rate environment.

The Fiscal Times, February 1, 2013
Rebecca Pavese encourages taxpayers not to neglect a lesser-known benefit to homeowners with private mortgage insurance.

Physician’s Money Digest, January 31, 2013
Anna Pfaehler explains how current economic conditions affect fixed annuities.

The Voice of Russia: American Edition, January 17, 2013
Larry Elkin discusses the ways in which an elite college education isn’t priceless for students.

Minyanville, January 9, 2013
Shomari Hearn suggests retirement saving strategies that will help reduce income tax exposure.

Physician’s Money Digest, December 24, 2012
Paul Jacobs reviews the pros and cons of actively managed and index stock funds.

NBC News, December 20, 2012
Ben Sullivan reminds investors not to predict future returns based on the recent past.

Insurance Broadcasting, December 20, 2012 – (article available to subscribers)
Paul Jacobs compares the uses of actively managed and index stock funds.

Bloomberg BusinessWeek, December 20, 2012
Larry Elkin warns savers against the dangers of too much caution in the current low-interest-rate environment.

The Wall Street Journal, December 17, 2012 – (article available to subscribers)
Anthony Criscuolo discusses investment diversification within the Asian region.

Physician’s Money Digest, December 11, 2012
Anna Pfaehler identities a variety of year-end steps that can reduce next year’s taxes.

Bankrate.com, December 5, 2012
Anna Pfaehler offers income tax planning strategies for an uncertain fiscal climate.

Becker’s Spine Review, December 4, 2012
Shomari Hearn, Anna Pfaehler and Ben Sullivan illuminate various strategies that can reduce the tax burden resulting from the rate increases scheduled to begin in 2013.

Kiplinger’s Retirement Report, December 2012 – (article available to subscribers)
ReKeithen Miller discusses the place for bank-loan funds in investor portfolios.

The Wall Street Journal, November 26, 2012 – (article available to subscribers)
David Walters recounts a real estate problem with a happy ending and an unexpected tax bonus.

Newsday, November 19, 2012
Eric Meermann emphasizes that there is no cure-all for capital gains planning in an uncertain tax environment.

MarketWatch, November 13, 2012
Ben Sullivan suggests smart estate planning moves to make in today’s environment.

AgingCare.com, November 9, 2012
Anthony Criscuolo offers strategies to maximize Social Security benefits.

Examiner.com, November 8, 2012
Larry Elkin reacts to the economic outlook resulting from President Obama’s reelection.

Physician’s Money Digest, November 6, 2012
Ben Sullivan urges estate planning action to combat uncertainty.

The Wall Street Journal, October 13, 2012
Shomari Hearn advises investors to consider reorganizing their assets before tax changes take effect next year.

The Franklin Prosperity Report, October 2012 – (article available to subscribers)
Larry Elkin illustrates the hidden cost of money using ATM fees.

Physician’s Money Digest, September 24, 2012
Shomari Hearn discusses ways to prepare for upcoming 2013 tax hikes.

Atlanta Business Chronicle, September 21, 2012
Paul Jacobs describes the process of evaluating mutual funds that use hedge fund strategies.

The Westchester County Business Journal, September 6, 2012
Larry Elkin describes his path from journalist to founder and president of Palisades Hudson Financial Group.

South Florida Business Journal, August 31, 2012
Shomari Hearn explains two ways to reduce the increased Medicare tax burden in 2013.

American Business Magazine, August 30, 2012
Larry Elkin reviews the qualities of an outstanding manager.

Bankrate.com, August 22, 2012
Eric Meermann suggests strategies to keep in mind when planning for retirement in the face of a potential rise in capital gains tax rates.

Yahoo! Finance, August 22, 2012
Rebecca Pavese urges careful estate planning to mitigate feuds over inheritance.

Physician’s Money Digest, August 22, 2012
Eric Meermann examines strategies for the possibility of oncoming hikes in capital gains tax rates.

Global Investing, August 21, 2012
Eric Meermann advises investors not to panic about the prospect of a rise in capital gains taxes.

MoneyLife, August 9, 2012 – click here to listen (mp3)
Larry Elkin offers advice on reviewing money manager performance.

Physician’s Money Digest, August 2, 2012
Shomari Hearn offers a tool for reducing taxes that are set to affect even modest estates.

The Wall Street Journal: Total Return, July 30, 2012
Shomari Hearn advises families to set clear boundaries and expectations when using intrafamily loans to pay for college.

Chief Executive.net, July 5, 2012
Larry Elkin reacts to the Supreme Court’s decision on the Affordable Care Act.

The Franklin Prosperity Report, July 2012 – (article available to subscribers)
Eric Meermann discusses charitable giving strategies that maximize tax benefits.

Elks Magazine, July/August 2012 – (article available to subscribers)
Ben Sullivan reminds investors of the importance of a well-diversified portfolio.

CNBC, June 18, 2012
Jonathan Bergman points out paradoxical investor behavior.

American Drycleaner, June 5, 2012
Ben Sullivan offers strategies to counteract common investor biases that lead to irrational decision-making.

Physician’s Money Digest, June 1, 2012
Anthony Criscuolo discusses the importance of financial planning for young professionals.

Kiplinger’s Retirement Report, June 2012 – (article available to subscribers)
Paul Jacobs suggests a method for minimizing the tax impact of a Roth IRA conversion.

The Boston Globe, May 20, 2012
Paul Jacobs suggests alternative ways to approach a Roth IRA conversion.

Yahoo! Finance, May 14, 2012
Jonathan Bergman reminds investors not to neglect opportunities beyond the U.S.

Bloomberg, May 7, 2012
Jonathan Bergman comments on the protection offered by floating-rate loans.

How To Have More Money, May 4, 2012
Paul Jacobs describes red flags investors should watch for when evaluating mutual funds using hedge fund strategies.

Physician’s Money Digest, May 2, 2012
Anna Pfaehler suggests using your 2011 tax return to shape strategies for the 2012 tax season.

Reuters, May 1, 2012
Anthony Criscuolo highlights the importance of building credit as a new college graduate.

Financial Advisor, May 2012
Anna Pfaehler describes the potential hazards of investing in annuities.

Bankrate.com, April 24, 2012
Paul Jacobs explains why the Treasury may offer securities with negative yields.

Carol Roth: Business Unplugged, April 18, 2012
Larry Elkin offers tips on effective leadership.

Bloomberg, April 17, 2012
Paul Jacobs describes the outlook on high-yield bonds.

Kiplinger’s Retirement Report, April 2012 – (article available to subscribers)
Paul Jacobs shares ideas for how to handle required minimum distributions after covering expenses.

Physician’s Money Digest, March 30, 2012
Jonathan Bergman makes the case that investors continue to undervalue stocks and overvalue bonds in their investment portfolios.

Fidelity, March 30, 2012
Jonathan Bergman provides points to consider before jumping into the stock market.

Bankrate.com, March 22, 2012
Larry Elkin cautions that family members sharing property across generations should be aware of a recent IRS ruling on mortgage deductions.

CNN Money, March 12, 2012
Larry Elkin responds to Andrew Ross Sorkin’s criticism of AIG.

The Street, March 7, 2012
Anthony Criscuolo describes situations in which a married couple might consider filing separate tax returns.

Bloomberg, March 2, 2012
Jonathan Bergman critiques PIMCO’s latest fund offering: PIMCO Total Return ETF.

Yahoo! Finance/The Street, February 22, 2012
Paul Jacobs describes red flags to watch for when considering investments using hedge fund strategies.

Physician’s Money Digest, February 17, 2012
Paul Jacobs stresses the importance of close scrutiny when evaluating mutual funds using hedge fund strategies.

American Express Open Forum, February 15, 2012
Larry Elkin emphasizes the importance of strong personal relationships in building a successful business.

Fidelity, February 6, 2012
Larry Elkin describes strategies for making the most of charitable giving.

CNN Money, February 6, 2012
Jonathan Bergman analyzes Mitt Romney’s savvy generational wealth transfer strategies.

The Christian Science Monitor, January 25, 2012
Jonathan Bergman demonstrates a way to use Europe to diversify a portfolio.

Bankrate.com, January 24, 2012
ReKeithen Miller suggests ways in which new SEC regulations might affect money market funds.

Insurance Broadcasting, January 18, 2012 – (article available to subscribers)
Larry Elkin suggests ways to get the most out of employee performance reviews.

Yahoo! Finance/The Street, January 11, 2012
Shomari Hearn urges special needs planning for families with disabled children.

Smart Money, January 10, 2012
Paul Jacobs offers an alternative investment to those getting out of the gold market.

Daily Finance, January 10, 2012
Benjamin Sullivan suggests a smart financial resolution for the new year.

The Street, January 9, 2012
Jonathan Bergman explains some the tax implications of inheritance.

Smart Money, January 3, 2012 [video]
Jonathan Bergman covers the basics of intra-family loans and their benefits.

Best’s Review, January 2012
Jonathan Bergman identifies factors which might be delaying some families from taking full advantage of current low federal estate tax rates.

Kiplinger’s Retirement Report, January 2012 – (article available to subscribers)
ReKeithen Miller advises on factors to consider when choosing a new bank.

Yahoo! Finance, December 28, 2011
Jonathan Bergman suggests a creative retirement plan strategy which can help reduce current income taxes dramatically.

The Wall Street Journal, December 27, 2011
Paul Jacobs cautions against the allure of investing in gold.

The Wall Street Journal, December 25, 2011
Benjamin Sullivan reassures investors worried about short-term market volatility.

Smart Money, December 23, 2011
Paul Jacobs reviews Georgia’s advantages as a retirement destination.

Bankrate.com, December 20, 2011
Shomari Hearn advises caution when planning large gifts for individuals with special needs.

The Wall Street Journal, December 13, 2011
Jonathan Bergman emphasizes the importance of clear expectations in intra-family loans.

Reuters, December 6, 2011
Jonathan Bergman explains why a rough market won’t usually hamper high-end holiday spending.

On Wall Street, December 1, 2011
Jonathan Bergman reviews the benefits of intra-family loans.

Physician’s Money Digest, November 29, 2011
Benjamin Sullivan identifies common investor biases to avoid.

American Express: Inside Edge, November 15, 2011
Jonathan Bergman reminds retirement plan fiduciaries to review the details of their 401(k) plan.

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

Fox Business, November 14, 2011
ReKeithen Miller tackles common myths about saving for retirement.

Financial Planning, November 9, 2011
Jonathan Bergman suggests intra-family loans as a way to keep profits in the family.

U.S. News And World Report, November 4, 2011
Jonathan Bergman illustrates the reasons intra-family loans can serve as an attractive alternative to traditional ones from the bank.

Physician’s Money Digest, November 1, 2011
Jonathan Bergman reviews some of the benefits of intra-family loans.

Bankrate, October 30, 2011
Jonathan Bergman explains how an intra-family loan can benefit both parents and children.

Reuters, October 26, 2011
Larry Elkin and Paul Jacobs suggest financial strategies for supporting aging parents.

Palm Beach Daily News, October 15, 2011
Jonathan Bergman advises investors not to abandon Europe.

U.S. News And World Report, October 6, 2011
Jonathan Bergman discusses the ways in which pessimism about European stocks may be too high.

Bloomberg, September 27, 2011
Benjamin Sullivan provides strategies for obtaining long-term, diversified real estate exposure.

US News, September 26, 2011
Paul Jacobs reviews strategies for coping with a volatile short-term bond market.

MarketWatch, September 23, 2011
Jonathan Bergman shares tips for investing in poor and strong markets.

New Jersey Newsroom, September 12, 2011
Larry Elkin reiterates underlying investment principles in an extended profile.

Forbes, September 8, 2011
Jonathan Bergman discusses the benefits and drawbacks of purchasing vacation properties.

AdvisorOne, September 7, 2011
Anna Pfaehler discusses the growing market for financial advice aimed at same-sex married couples.

Forbes, August 19, 2011
David Walters and Paul Jacobs discuss situations in which it may be smart to withdraw retirement savings early.

The New York Times, August 19, 2011
Larry Elkin cautions against relying too heavily on investments, such as gold, with no intrinsic value.

Physician’s Money Digest, August 18, 2011
Larry Elkin advises investors about factors to consider in the current economic climate.

The Wall Street Journal, August 8, 2011
Anthony Criscuolo discusses asset allocation using single-country ETFs and urges investors not to neglect Australia.

The Street, August 8, 2011
Paul Jacobs encourages investors to make calm choices in the wake of the U.S. credit downgrade.

The Pittsburgh Post-Gazette, August 8, 2011
Anna Pfaehler revisits the complicated financial and legal landscape same-sex couples face.

Bloomberg, July 28, 2011
Paul Jacobs discusses the unlikely prospect of an American default.

Daily Finance, July 26, 2011
ReKeithen Miller discusses the importance of having a financial backup plan.

MarketWatch, July 25, 2011
Anna Pfaehler reminds same-sex couples of the importance of careful financial planning, whether or not they marry.

Fin24, July 25, 2011
Rebecca Pavese offers estate planning strategies to facilitate communication and minimize disputes.

Bankrate.com, July 20, 2011
Anna Pfaehler advises same-sex couples to plan thoroughly for retirement.

Physician’s Money Digest, July 5, 2011
Anthony Criscuolo encourages investors to include Australia in their portfolio.

Entrepreneur, June 30, 2011
Larry Elkin revisits key advice when facing an IRS audit.

Daily Finance, June 25, 2011
Paul Jacobs encourages couples to coordinate their investments for successful retirement planning.

CNN Money, June 23, 2011
Benjamin Sullivan offers advice to a family looking to move to a larger home.

Fox Business, June 15, 2011
Larry Elkin warns that there is no painless answer to the possibility of an oncoming bout of stagflation.

Bankrate.com, June 5, 2011
Benjamin Sullivan gives Shaquille O’Neal retirement advice.

Daily Finance, June 2, 2011
Paul Jacobs reminds investors about the flexibility of Roth IRA conversions.

Los Angeles Times, May 30, 2011
Larry Elkin emphasizes the importance of professional representation when dealing with an IRS audit.

Reuters, May 27, 2011
Jonathan Bergman welcomes increased distributions from private equity firms in recent months.

CNN Money, May 19, 2011
Shomari Hearn warns against clinging to money expectations and values that are no longer realistic.

Investment News, May 15, 2011 – (article available to subscribers)
Paul Jacobs emphasizes the importance of carefully researching absolute-return funds before investing.

Los Angeles Times, May 1, 2011
Larry Elkin notes that many tax-due notices are issued in error, and offers advice on how to respond.

Daily Biz Solutions, April 28, 2011
Jonathan Bergman provides strategies to ensure small business owners have top notch 401(k) plans.

The Pittsburgh Post-Gazette, April 26, 2011
Jonathan Bergman recommends a way to for investors to reduce risk when investing in municipal bonds.

Bankrate.com, April 26, 2011
Jonathan Bergman shares protection strategies for those facing under-funded public pension programs.

The Faster Times, April 21, 2011
Larry Elkin provides advice on successfully navigating a tax audit.

The Street, April 18, 2011
Jonathan Bergman suggests ways to protect your finances from the risks of state and local government default.

Bankrate.com, April 17, 2011
Jonathan Bergman offers retirement protection strategies for an unstable municipal bond market.

Fox Business, April 15, 2011
Jonathan Bergman describes the foundation of the looming public pension crisis.

Pittsburgh Post-Gazette, April 14, 2011
Anthony Criscuolo encourages newlyweds not to procrastinate when it comes to discussing their finances.

MarketWatch, April 14, 2011
Larry Elkin cautions against failing to file a tax return, even when unable to pay.

Financial Planning, April 7, 2011
Jonathan Bergman warns investors about re-entering the market with unrealistic expectations.

Fidelity.com, March 18, 2011
Jonathan Bergman comments on appropriate amounts of employer stock in one’s investment portfolio.

Pittsburgh Post-Gazette , March 10, 2011
Eric Meermann cautions against the improper use of leveraged exchange traded funds.

Physician’s Money Digest, March 2, 2011
Anthony Criscuolo explains how to effectively form a retirement savings goal.

Financial Advisor, March 2011
Jonathan Bergman emphasizes the possibly fleeting benefits of current gift and estate tax law.

The Street, February 24, 2011
Eric Meermann discusses considerations of anonymity and control when making charitable donations.

The New York Times, February 12, 2011
Jonathan Bergman explains why new laws could lead families to rethink how they transfer wealth.

Dow Jones Financial Adviser Blog, February 11, 2011 – (article available to subscribers)
Larry Elkin describes the benefit of seeing a client on his own turf.

Physician’s Money Digest, February 4, 2011
Eric Meermann discusses various strategies for effective charitable giving.

Investment News, February 1, 2011 – (article available to subscribers)
Paul Jacobs underlines the potential utility of a municipal bond fund rating service.

InsuranceNewsNet Magazine, February 2011
Shomari Hearn stresses the need for flexibility in estate planning under the current laws.

Fortune, January 25, 2011
Jonathan Bergman illustrates the benefits of taking advantage of current gift tax law.

Dow Jones Financial Adviser Blog, January 19, 2011 – (article available to subscribers)
Shomari Hearn tackles the income tax complications of a U.S. citizen working abroad.

Investor’s Business Daily, January 14, 2011
Jonathan Bergman emphasizes the current opportunity created by the elevated gift tax exemption.

Money Watch.com, January 14, 2011
Paul Jacobs describes the possible effects of inflation on the bond market.

The Street, January 10, 2011
Jonathan Bergman discusses strategies for transferring wealth to younger generations.

Financial Planning, January 7, 2011
Jonathan Bergman explains the benefits of making lifetime gifts afforded by the new tax law.

Financial Planning, January 4, 2011
Paul Jacobs discusses smart ways to manage risk with your bond investments.

DailyFinance, January 2, 2011
Shomari Hearn explains one painless way to reduce your monthly bills.

InvestmentNews, January 2, 2011- (article available to subscribers)
Paul Jacobs cautions against investor overreaction to the threat of widespread state defaults.

Entrepreneur, January, 2011
Jonathan Bergman defines the criteria for employers to consider when evaluating their 401(k) plan.

FoxBusiness, December 17, 2010
Jonathan Bergman explains some of the benefits of the newly signed tax legislation.

Bloomberg Businessweek, December 16, 2010
Jonathan Bergman, in a one-on-one interview, explains the ramifications of the new estate tax legislation.

Bloomberg Businessweek, December 7, 2010
Paul Jacobs emphasizes the importance of diversifying municipal bond holdings.

CNN Money.com, December 3, 2010
Jonathan Bergman offers advice when helping your child acquire a home.

Kiplinger’s Retirement Report, December 2010 – (article available to subscribers)
Eric Meermann discusses the potential tax advantages of charitable giving.

Bloomberg Businessweek, November 3, 2010
Jonathan Bergman explains why REITs have a permanent place in investors’ portfolios.

Money Magazine, November 2, 2010
Jonathan Bergman encourages buyers considering a future retirement home or investment property to take advantage of historically low mortgage rates and depressed real estate prices.

Financial Advisor, November 2010
Jonathan Bergman discusses ways an investment advisor can improve a 401(k) plan.

Bloomberg, October 21, 2010
Rebecca Pavese discusses tax strategies relating to required minimum distributions.

Chicago Breaking Business, October 20, 2010
Shomari Hearn suggests some situations in which it makes sense to withdraw more than the required minimum distribution from your retirement account.

Registered Rep., October 19, 2010
Larry Elkin cautions against leaving insurance payments in a retained asset account.

USA Today, October 15, 2010
Larry Elkin clarifies some of the legal and financial issues facing unmarried couples.

Fidelity.com, October 7, 2010
Shomari Hearn reminds retirees to consider the entire state tax landscape when considering relocating to another state. This includes property and sales taxes in addition to income tax.

Bankrate.com, September 30, 2010
Rebecca Pavese suggests ways to minimize the pain of required minimum distributions from retirement accounts.

Chicago Tribune , September 23, 2010
Paul Jacobs emphasizes the possible savings from recharacterizing your IRA.

The Faster Times, September 9, 2010
ReKeithen Miller explains why you need life insurance even if you have no dependents.

Bankrate.com, September 3, 2010
Jonathan Bergman describes the advantages of using intra-family loans. He also details a recent client experience.

Pittsburgh Post-Gazette, September 2, 2010
Shomari Hearn discusses possible causes for the recent increase in hardship withdrawals from 401(k) accounts.

Bloomberg Businessweek, August 30, 2010
Jonathan Bergman comments on the firm’s recommended allocation to real estate securities.

Daily Finance, August 24, 2010
Eric Meermann discusses investing for people in their 40s.

Fidelity.com, August 18, 2010
Eric Meermann cautions against missing opportunities by confining your portfolio to domestic companies.

Pittsburgh Post-Gazette, August 18, 2010
Jonathan Bergman discusses how a 2006 lawsuit and new regulations led to lower fees in 401(k) plans.

eHow, August 2010
David Walters shares advice for beginning investors.

Sun Sentinel, July 26, 2010
Shomari Hearn answers a question as to whether or not credit card debt settlement programs are worth the cost.

Palm Beach Daily News, July 24, 2010
Shomari Hearn explains some of the circumstances in which irrevocable trusts can be modified.

NYDailyNews.com, July 12, 2010
Jonathan Bergman provides guidance to retirement plan participants when using target-date funds.

The Faster Times, June 17, 2010
Melinda Beckmann gives advice to recent graduates on budgeting expenses and building savings.

Daily Biz Solutions, June 6, 2010
Jonathan Bergman outlines a strategy that can help small business owners reduce gift and estate taxes when passing their businesses on to the next generation.

Financial Planning, June 1, 2010
Eric Meermann offers insight into the continuing problems plaguing the Japanese economy and provides advice for gaining exposure to Japanese equities while minimizing risk.

HealthNewsDigest.com, May 26, 2010
Jonathan Bergman advises on ways to improve 401(k) plans while reducing expenses.

The Faster Times, May 20, 2010
David Walters gives advice on how to reach investment goals in order to retire at a younger age.

Bankrate.com, May 12, 2010
Benjamin Sullivan explains the potential dangers of joint bank accounts, including possible gift tax consequences.

Fidelity.com, April 30, 2010
Paul Jacobs explains why you should carefully evaluate whether or not to undo your Roth IRA conversion while you can.

Investor’s Business Daily, April 30, 2010
Melinda Beckmann advises graduating college seniors on how to avoid costly financial mistakes.

BusinessWeek, April 30, 2010
Eric Meermann reminds investors who may be underestimating the risks of the bond market that, prior to 2008, many people did not fully recognize the risks involved with equities.

AOL’s Daily Finance, April 20, 2010
Jonathan Bergman warns casual investors against leveraged and inverse ETFs.

Financial Advisor Magazine, April 2010
Shomari Hearn explains the advantages of immediately reinvesting ETF dividends.

Bankrate’s Savingforcollege.com, April 2010
Rebecca Pavese gives advice on lower-risk investment strategies for college funds.

Forbes, March 24, 2010
Shomari Hearn discusses when it makes sense to use a 401(k) loan to buy a house.

Daily Finance, March 17, 2010
Paul Jacobs cautions investors to examine the underlying indices when taking advantage of free ETF trades.

Pittsburgh Post-Gazette, March 1, 2010
Larry Elkin outlines the legal and financial problems that unmarried couples can face when they buy a home together.

BusinessWeek, Feb. 25, 2010
Jonathan Bergman explains the temporary absence of the estate tax this year and lays out an innovative solution that could save business owners a lot in gift and estate taxes.

Fidelity Interactive Content Services, Feb. 25, 2010
Jonathan Bergman emphasizes the importance of identifying your goals prior to retirement.

AOL’s Daily Finance, Feb. 24, 2010
Jonathan Bergman advises new ETF investors to avoid funds with low trading volume.

Kiplinger’s Retirement Report, Feb. 1, 2010
Paul Jacobs sheds light on the often confusing subject of Roth IRA conversions and recharacterizations.

AOL’s WalletPop, Jan. 28, 2010
Rebecca Pavese offers advice on how to take advantage of the one-time “making work pay credit” available this year.

AOL’s Daily Finance, Dec. 28, 2009
Jonathan Bergman warns about the risk of getting burned as a result of investing too heavily in ‘hot’ asset classes.

BusinessWeek, Dec. 3, 2009
Jonathan Bergman explains the importance of rebalancing an investment portfolio in order to maintain a disciplined investment approach and eliminate emotional investment decisions.

BusinessWeek, May 7, 2009
Reporter Lauren Young discusses how Jonathan Bergman used separately managed accounts to help a client diversify his holdings in a tax-efficient manner.

The New York Times, DealBook, May 7, 2009
Jonathan Bergman gives advice to investors on how to profit from an increase in the number of expected bankruptcies.

Bank Investment Consultant, Sept. 1, 2008
Jonathan Bergman warns of the risks of inflation and offers investors strategies for minimizing its negative effects.

MSNBC, Sept. 19, 2007
Jonathan Bergman explains the importance of  setting proper expectations when setting up intra-family loans.

The Baltimore Sun, March 18, 2007
Jonathan Bergman reminds readers that company board members in the process of negotiating a buyout must protect the interests of shareholders, not management.