Paul Jacobs argues that employers should be allowed to offer mutual funds that invest using social and ethical criteria.
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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 Consumer Reports
ReKeithen Miller advises parents not to lend their adult children more money than they can stand to lose.
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ReKeithen Miller in U.S. News & World Report
ReKeithen Miller weighs in on balancing risk and reward in your bond portfolio.
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Eric Meermann in U.S. News & World Report
Eric Meermann offers advice to savers considering a 401(k) loan.
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Paul Jacobs in Money
Paul Jacobs talks about how to approach a move to a lower-tax state and why it’s not always the best way to reduce tax obligations.
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Eric Meermann in Reader’s Digest
Eric Meermann warns that investing too conservatively in retirement can leave you vulnerable to inflation.
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Eric Meermann in Kiplinger
Eric Meermann notes some of the ways that tax reform affects taxpayers subject to the alternative minimum tax.
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Ben Sullivan in U.S. News & World Report
Ben Sullivan describes strategies for getting the most out of your savings.
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Thomas Walsh in The Simple Dollar
Thomas Walsh explains how hard-to-predict events, such as rising inflation or the death of a spouse, can affect retirement planning.
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Eric Meermann in Experian
Eric Meermann warns seniors against the dangers of an overly conservative investment strategy.
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