Jonathan Bergman warns casual investors against leveraged and inverse ETFs.
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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:
Rebecca Pavese in Bankrate’s Savingforcollege.com
Rebecca Pavese gives advice on lower-risk investment strategies for college funds.
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Shomari Hearn in Financial Advisor Magazine
Financial Advisor Magazine, April 2010Shomari Hearn explains the advantages of immediately reinvesting ETF dividends.
Shomari Hearn in Forbes
Forbes, March 24, 2010Shomari Hearn discusses when it makes sense to use a 401(k) loan to buy a house.
Paul Jacobs in Daily Finance
Paul Jacobs cautions investors to examine the underlying indices when taking advantage of free ETF trades.
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Larry Elkin in Pittsburgh Post-Gazette
Pittsburgh Post-Gazette, March 1, 2010Larry Elkin outlines the legal and financial problems that unmarried couples can face when they buy …
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Jonathan Bergman in Daily Finance
Jonathan Bergman advises new ETF investors to avoid funds with low trading volume.
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Paul Jacobs in Kiplinger’s Retirement Report
Paul Jacobs sheds light on the often confusing subject of Roth IRA conversions and recharacterizations.
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Rebecca Pavese in Daily Finance
Daily Finance, Jan. 28, 2010Rebecca Pavese offers advice on how to take advantage of the one-time “making work pay credit” …
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Jonathan Bergman in The New York Times
The New York Times, DealBook, May 7, 2009 Jonathan Bergman gives advice to investors on how to profit from an …
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