Paul Jacobs identifies a possible drawback to whole and universal life insurance policies.
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We have garnered attention and recognition from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being.
Here are a few highlights:
ReKeithen Miller in Newsday
ReKeithen Miller reminds spouses in a second marriage to update their wills and other estate planning documents.
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Rebecca Pavese in The Street
Rebecca Pavese encourages using both your heart and your head to guide charitable giving to hurricane victims.
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Paul Jacobs in Private Air Luxury Homes
Paul Jacobs describes the relative advantages of indexing and active management in different investment contexts.
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Paul Jacobs in GoBankingRates
Paul Jacobs explains why target date funds can be useful, as long as you don’t “set and forget.”
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Eric Meermann in U.S. News & World Report
Eric Meermann cautions investors against basing their strategy on assets’ past performance.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo emphasizes the importance of rebalancing your investment portfolio.
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Ben Sullivan in Cosumer Reports
Ben Sullivan counsels natural disaster victims to pursue other sources of funds before resorting to tapping an IRA.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo warns investors against buying into mutual funds that will make large distributions at year-end.
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Thomas Walsh in U.S. News & World Report
Thomas Walsh advises first-time investors to pay attention to asset location when planning an investment strategy.
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