Paul Jacobs advocates resisting inertia when it comes to estate planning.
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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:
Rebecca Pavese in SuperMoney
Rebecca Pavese advises creating an estate plan, even if you don’t expect to be subject to federal estate tax.
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Paul Jacobs in The Street
Paul Jacobs reminds investors to regularly rebalance their portfolios.
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Thomas Walsh in the Pittsburgh Post-Gazette
Thomas Walsh talks about the pros and cons of investing in real estate investment trusts (REITs).
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Paul Jacobs in U.S. News & World Report
Paul Jacobs suggests paying close attention to expenses when choosing between ETFs and actively managed mutual funds.
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ReKeithen Miller in U.S. News & World Report
ReKeithen Miller identifies key features of mutual funds, including target-date funds, that makes them useful for young adult investors.
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Ben Sullivan in Grow
Ben Sullivan answers questions about prioritizing competing financial goals.
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Shomari Hearn in Zing! by Quicken Loans
Shomari Hearn offers suggestions for regaining your financial footing after a divorce.
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Paul Jacobs in DealNews
Paul Jacobs reminds parents-to-be to think carefully about upcoming financial changes in both the short and long term.
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Thomas Walsh in U.S. News & World Report
Thomas Walsh offers suggestions for selecting and opening your first brokerage account.
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