Melinda Kibler and Jeremy Dym urge new parents to get a head start on college savings.
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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:
Ben Sullivan in CNBC
Ben Sullivan explains potential drawbacks of target date mutual funds and suggests techniques for making the most of them.
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Larry Elkin in Advisor News
Larry Elkin weighs in on the Dow Jones Industrial Average Index’s decision to drop GE in favor of Walgreens.
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Ben Sullivan in Private Air Luxury Homes
Ben Sullivan shares advice on overcoming investor paralysis.
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Eric Meermann in MoneyRates
Eric Meermann observes that taking on educational debt is not always a bad decision.
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Thomas Walsh in Newsmax
Thomas Walsh suggests strategies for coping with four common threats to retirement savings.
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Paul Jacobs in Newsmax
Paul Jacobs argues that employers should be allowed to offer mutual funds that invest using social and ethical criteria.
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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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