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In the Media

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:

Paul Jacobs in MainStreet

MainStreet, August 8, 2011Paul Jacobs encourages investors to make calm choices in the wake of the U.S. credit downgrade.

Anna Pfaehler in MarketWatch

MarketWatch, July 25, 2011Anna Pfaehler reminds same-sex couples of the importance of careful financial planning, whether or not they marry.

Rebecca Pavese in Fin24

Fin24, July 25, 2011Rebecca Pavese offers estate planning strategies to facilitate communication and minimize disputes.