HealthNewsDigest.com, May 26, 2010 Jonathan Bergman advises on ways to improve 401(k) plans while reducing expenses.
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:
Benjamin Sullivan in Bankrate.com
Benjamin Sullivan explains the potential dangers of joint bank accounts, including possible gift tax consequences.
Read More
Eric Meermann in BusinessWeek
Eric Meermann reminds investors who may be underestimating the risks of the bond market that, prior to 2008, many people did not fully recognize the risks involved with equities.
Read More
Jonathan Bergman in Daily Finance
Jonathan Bergman warns casual investors against leveraged and inverse ETFs.
Read More
Rebecca Pavese in Bankrate’s Savingforcollege.com
Rebecca Pavese gives advice on lower-risk investment strategies for college funds.
Read More
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.
Read More
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 …
Read More
Jonathan Bergman in Daily Finance
Jonathan Bergman advises new ETF investors to avoid funds with low trading volume.
Read More
