Shomari Hearn talks about the best way to choose a great financial adviser.
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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 the Yonkers Tribune
Rebecca Pavese discusses the advantages of using loans, rather than gifts, to help adult children.
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Paul Jacobs in GoBankingRates
Paul Jacobs explains the danger of failing to regularly rebalance your portfolio.
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Anthony Criscuolo in Consumer Reports
Anthony Criscuolo recommends some ground rules for adult children living with their parents.
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Melinda Kibler in GoodCall
Melinda Kibler advises millennials to get an early start on good saving habits.
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David Walters in NCR Silver
David Walters weighs in on choosing a credit card for your small business.
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David Walters in U.S. News & World Report
David Walters encourages investors to take time to understand a potential adviser’s areas of expertise and their fee structure.
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Laurie Samay in Newsday
Laurie Samay urges risk-averse young adults to remember the advantages of a long investment horizon.
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Ben Sullivan in U.S. News & World Report
Ben Sullivan identifies common emotion-driven problems facing investors.
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Shomari Hearn in The Street
Shomari Hearn reminds parents not to jeopardize their own financial security while helping adult children.
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