Thomas Walsh recommends risk-averse millennials consider exchange-traded funds as an investment entry point.
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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:
Paul Jacobs in NBC News
Paul Jacobs reassures investors that bear markets are natural, not something that goes “bump” in the night.
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Eric Meermann in The Street
Eric Meermann warns retirement savers about the certain drawbacks, as well as potential benefits, of taking loans from 401(k) accounts.
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Shomari Hearn in The Street
Shomari Hearn explains the many financial benefits of charitable giving.
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David Walters on Westchester on the Level
David Walters offers a financial planner’s view of the car-buying process, including the pros and cons of buying and leasing a new vehicle.
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Eric Meermann in U.S. News & World Report
Eric Meermann proposes a financial strategy for conservative investors frustrated by near-zero interest on savings accounts.
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Eric Meermann in Westchester on the Level
Eric Meermann goes in depth about real estate, including mortgage strategies for those with various financial goals, as well as Palisades Hudson’s overall approach to personal financial planning.
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Paul Jacobs in U.S. News & World Report
Paul Jacobs recommends that self-employed workers take advantage of key tax benefits.
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Anthony Criscuolo in Mental Floss
Anthony Criscuolo discusses why young people should consider a living will and how to go about creating one.
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Eric Meermann in The Street
Eric Meermann encourages home buyers to take advantage of current market conditions in choosing a mortgage that meets their needs.
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