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.

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.

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.

dBusinessNews, September 30, 2011
Jonathan Bergman encourages investors not to give up on Europe.

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
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
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
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.

Physician’s Money Digest, January 25, 2011
Jonathan Bergman explains how physicians may benefit from the current gift tax exemption.

Dow Jones Financial Adviser Blog, January 19, 2011
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.

Reuters, January 11, 2011
Jonathan Bergman discusses the benefits of periodically rebalancing your investment portfolio.

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.

Dow Jones Adviser, January 4, 2011
Jonathan Bergman discusses an innovative strategy used to hedge employer stock holdings.

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
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.

Reuters, December 9, 2010
Larry Elkin discusses factors to consider when choosing a trustee.

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
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.

Physician’s Money Digest, October 1, 2010
Rebecca Pavese shows how planning can sometimes offset the tax impact of IRAs’ required minimum distributions.

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.

Consumer Reports Money Advisor, July 2010
Jonathan Bergman suggests an intra-family lending strategy which can benefit both parents and adult children.

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.

Associated Press, ABC News, April 30, 2010
Jonathan Bergman warns investors against trying to time the markets, arguing that there is no easy formula explaining when to buy and when to sell.

Insurance Broadcasting, April 21, 2010
Melinda Beckmann gives advice to new graduates on how to ace their “first semester of adulthood.” She outlines the basics of saving wisely, avoiding credit card debt, and choosing insurance policies.

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.

Koffeemag.com, Jan. 30, 2010
Shomari Hearn explains how to plan for indulgences when you put together a budget.

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.