Thomas Walsh suggests that today’s young investors are, as a group, more cautious than they need to be.
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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:
Eric Meermann in Fairfield Living
Eric Meermann urges investors not to react emotionally to market news.
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Melinda Kibler in GoBankingRates
Melinda Kibler cautions that failing to rebalance a portfolio can expose investors to more risk than they want.
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Shomari Hearn in MarketWatch
Shomari Hearn uses Floyd Mayweather’s IRS troubles to illustrate the importance of careful tax planning, especially for self-employed workers.
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Anthony Criscuolo on Westchester on the Level
Anthony Criscuolo explains the basics of passive versus active investing and the importance of investing for the long term.
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Paul Jacobs in Dentist’s Money Digest
Paul Jacobs discusses why indexing is still the best investment strategy in many, but not all, markets.
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Shomari Hearn on Generation Bold Radio
Shomari Hearn talks about the financial impact of retiring abroad.
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Paul Jacobs in U.S. News & World Report
Paul Jacobs advises retirement savers on strategies for building a sufficient nest egg.
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Shomari Hearn in The Street
Shomari Hearn warns that retiring abroad successfully requires thorough planning.
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Shomari Hearn in Dentist’s Money Digest
Shomari Hearn encourages those thinking of retiring abroad to consider a wide range of potential financial ramifications.
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