Global Investing, August 21, 2012Eric Meermann advises investors not to panic about the prospect of a rise in capital gains …
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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 on MoneyLife
Larry Elkin offers advice on reviewing money manager performance.
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Shomari Hearn in Physician’s Money Digest
Physician’s Money Digest, August 2, 2012Shomari Hearn offers a tool for reducing taxes that are set to affect even modest …
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Shomari Hearn in The Wall Street Journal: Total Return
Shomari Hearn advises families to set clear boundaries and expectations when using intrafamily loans to pay for college.
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Larry Elkin in Chief Executive.net
Chief Executive.net, July 5, 2012Larry Elkin reacts to the Supreme Court’s decision on the Affordable Care Act.
Eric Meermann in The Franklin Prosperity Report
Eric Meermann discusses charitable giving strategies that maximize tax benefits.
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Benjamin Sullivan in Elks Magazine
Elks Magazine, July/August 2012 – (article available to subscribers)Ben Sullivan reminds investors of the importance of a well-diversified portfolio.
Jonathan Bergman in CNBC
CNBC, June 18, 2012Jonathan Bergman points out paradoxical investor behavior.
Benjamin Sullivan in American Drycleaner
Ben Sullivan offers strategies to counteract common investor biases that lead to irrational decision-making.
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Shomari Hearn in The Franklin Prosperity Report
Shomari Hearn explains why he recommends Section 529 college savings plans over 529 prepaid plans.
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