Media Coverage
Professionals from Palisades Hudson are regularly quoted as experts in a variety of national, regional and online publications. Our company has also garnered attention from the news media for our innovative ideas and our extraordinary commitment to protecting our clients’ financial well-being. In 2006, our vice president, Jonathan Bergman, was profiled in The New York Times for his successful efforts to reverse a mutual fund’s proposed fee increase which would have hurt clients.
Through our newsletter, Sentinel, our daily column, Current Commentary, and our regular interaction with the news media, we seek to inform ongoing debates about financial issues and to illuminate changes in the legal and economic landscape.
Here are a few highlights:
September 2010
Bankrate.com, September 3, 2010
Jonathan Bergman describes the advantages of using intra-family loans. He also details a recent client experience.
August 2010
eHow, August 2010
David Walters shares advice for beginning investors.
Bloomberg Businessweek, August 30, 2010
Jonathan Bergman comments on the firm’s recommended allocation to real estate securities.
Daily Finance, August 24, 2010
Eric Meermann discusses investing for people in their 40s.
Fidelity.com, August 18, 2010
Eric Meermann cautions against missing opportunities by confining your portfolio to domestic companies.
Pittsburgh Post-Gazette, August 18, 2010
Jonathan Bergman discusses how a 2006 lawsuit and new regulations led to lower fees in 401(k) plans.
July 2010
Consumer Reports Money Advisor, July 2010
Jonathan Bergman suggests an intra-family lending strategy which can benefit both parents and adult children.
Sun Sentinel, July 26, 2010
Shomari Hearn answers a question as to whether or not credit card debt settlement programs are worth the cost.
Palm Beach Daily News, July 24, 2010
Shomari Hearn explains some of the circumstances in which irrevocable trusts can be modified.
NYDailyNews.com, July 12, 2010
Jonathan Bergman provides guidance to retirement plan participants when using target-date funds.
June 2010
The Faster Times, June 17, 2010
Melinda Beckmann gives advice to recent graduates on budgeting expenses and building savings.
Daily Biz Solutions, June 6, 2010
Jonathan Bergman outlines a strategy that can help small business owners reduce gift and estate taxes when passing their businesses on to the next generation.
Financial Planning, June 1, 2010
Eric Meermann offers insight into the continuing problems plaguing the Japanese economy and provides advice for gaining exposure to Japanese equities while minimizing risk.
May 2010
HealthNewsDigest.com, May 26, 2010
Jonathan Bergman advises on ways to improve 401(k) plans while reducing expenses.
The Faster Times, May 20, 2010
David Walters gives advice on how to reach investment goals in order to retire at a younger age.
Bankrate.com, May 12, 2010
Benjamin Sullivan explains the potential dangers of joint bank accounts, including possible gift tax consequences.
April 2010
Fidelity.com, April 30, 2010
Paul Jacobs explains why you should carefully evaluate whether or not to undo your Roth IRA conversion while you can.
Investor’s Business Daily, April 30, 2010
Melinda Beckmann advises graduating college seniors on how to avoid costly financial mistakes.
BusinessWeek, April 30, 2010
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.
Associated Press, ABC News, April 30, 2010
Jonathan Bergman warns investors against trying to time the markets, arguing that there is no easy formula explaining when to buy and when to sell.
Insurance Broadcasting, April 21, 2010
Melinda Beckmann gives advice to new graduates on how to ace their “first semester of adulthood.” She outlines the basics of saving wisely, avoiding credit card debt, and choosing insurance policies.
AOL’s Daily Finance, April 20, 2010
Jonathan Bergman warns casual investors against leveraged and inverse ETFs.
Financial Advisor Magazine, April 2010
Shomari Hearn explains the advantages of immediately reinvesting ETF dividends.
Bankrate’s Savingforcollege.com, April 2010
Rebecca Pavese gives advice on lower-risk investment strategies for college funds.
March 2010
Forbes, March 24, 2010
Shomari Hearn discusses when it makes sense to use a 401(k) loan to buy a house.
Daily Finance, March 17, 2010
Paul Jacobs cautions investors to examine the underlying indices when taking advantage of free ETF trades.
Pittsburgh Post-Gazette, March 1, 2010
Larry Elkin outlines the legal and financial problems that unmarried couples can face when they buy a home together.
February 2010
BusinessWeek, Feb. 25, 2010
Jonathan Bergman explains the temporary absence of the estate tax this year and lays out an innovative solution that could save business owners a lot in gift and estate taxes.
Fidelity Interactive Content Services, Feb. 25, 2010
Jonathan Bergman emphasizes the importance of identifying your goals prior to retirement.
AOL’s Daily Finance, Feb. 24, 2010
Jonathan Bergman advises new ETF investors to avoid funds with low trading volume.
Kiplinger’s Retirement Report, Feb. 1, 2010
Paul Jacobs sheds light on the often confusing subject of Roth IRA conversions and recharacterizations.
January 2010
Koffeemag.com, Jan. 30, 2010
Shomari Hearn explains how to plan for indulgences when you put together a budget.
AOL’s WalletPop, Jan. 28, 2010
Rebecca Pavese offers advice on how to take advantage of the one-time “making work pay credit” available this year.
December 2009
AOL’s Daily Finance, Dec. 28, 2009
Jonathan Bergman warns about the risk of getting burned as a result of investing too heavily in ‘hot’ asset classes.
BusinessWeek, Dec. 3, 2009
Jonathan Bergman explains the importance of rebalancing an investment portfolio in order to maintain a disciplined investment approach and eliminate emotional investment decisions.
May 2009
The New York Times, DealBook, May 7, 2009
Jonathan Bergman gives advice to investors on how to profit from an increase in the number of expected bankruptcies.
BusinessWeek, May 7, 2009
Reporter Lauren Young discusses how Jonathan Bergman used separately managed accounts to help a client diversify his holdings in a tax-efficient manner.
September 2008
Bank Investment Consultant, Sept. 1, 2008
Jonathan Bergman warns of the risks of inflation and offers investors strategies for minimizing its negative effects.
September 2007
MSNBC, Sept. 19, 2007
Jonathan Bergman explains the importance of setting proper expectations when setting up intra-family loans.
March 2007
The Baltimore Sun, March 18, 2007
Jonathan Bergman reminds readers that company board members in the process of negotiating a buyout must protect the interests of shareholders, not management.
