Shomari Hearn advises investors to consider reorganizing their assets before tax changes take effect next year.
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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:
Larry Elkin in The Franklin Prosperity Report
Larry Elkin illustrates the hidden cost of money using ATM fees.
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Shomari Hearn in Physician’s Money Digest
Shomari Hearn discusses ways to prepare for upcoming 2013 tax hikes.
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Paul Jacobs in Atlanta Business Chronicle
Paul Jacobs describes the process of evaluating mutual funds that use hedge fund strategies.
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Larry Elkin in The Westchester County Business Journal
The Westchester County Business Journal, September 6, 2012Larry Elkin describes his path from journalist to founder and president of Palisades …
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Shomari Hearn in The South Florida Business Journal
Shomari Hearn explains two ways to reduce the increased Medicare tax burden in 2013.
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Larry Elkin in American Business Magazine
American Business Magazine, August 30, 2012Larry Elkin reviews the qualities of an outstanding manager.
Eric Meermann in Bankrate.com
Bankrate.com, August 22, 2012 Eric Meermann suggests strategies to keep in mind when planning for retirement in the face of …
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Rebecca Pavese in Yahoo! Finance
Yahoo! Finance, August 22, 2012Rebecca Pavese urges careful estate planning to mitigate feuds over inheritance.
Eric Meermann in Physician’s Money Digest
Physician’s Money Digest, August 22, 2012Eric Meermann examines strategies for the possibility of oncoming hikes in capital gains tax rates.
