Paul Jacobs suggests that there are more effective ways to protect against inflation than Treasury Inflation-Protected Securities (TIPS).
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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:
Anthony Criscuolo in The Dallas Morning News
Anthony Criscuolo reminds retirees of the importance of strategy when withdrawing savings from taxable and tax-free accounts.
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Melinda Kibler in U.S. News & World Report
Melinda Kibler explains what financial paperwork you should keep and what you can shred to reduce clutter.
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David Walters in MainStreet
David Walters, in an exerpt from our book Looking Ahead, warns against leaving the fate of digital accounts to chance.
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David Walters in the Pittsburgh Post-Gazette
David Walters explains that varying laws regarding digital assets require careful planning.
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ReKeithen Miller in Deposit Accounts
ReKeithen Miller discusses dividend stocks and their proper role in an investor’s portfolio.
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David Walters in MainStreet
David Walters urges adult children to start conversations with their aging parents about digital estate planning.
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David Walters in Bankrate
David Walters walks you through key steps to make sure the digital portion of your estate plan is in good shape for the new year.
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Eric Meermann in Deposit Accounts
Eric Meermann describes the benefits, and potential drawbacks, of including Real Estate Investment Trusts in a portfolio.
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David Walters in Yonkers Tribune
David Walters suggests a New Year’s estate plan update to make sure your beneficiaries have access to important online accounts.
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