Palisades Hudson in the News
By Larry M. Elkin, CPA, CFP®
April 5, 2010
Professionals from Palisades Hudson have recently been quoted as experts in a variety of media outlets. Here are a few highlights: In a lengthy Q&A in BusinessWeek, Jonathan Bergman, vice president, explained the temporary absence of the estate tax this year as a result of Congress’s failure to address a sunset provision in the Bush-era tax [...]
To read the complete article, click here.
April 5, 2010
Professionals from Palisades Hudson have recently been quoted as experts in a variety of media outlets. Here are a few highlights: In a lengthy Q&A in BusinessWeek, Jonathan Bergman, vice president, explained the temporary absence of the estate tax this year as a result of Congress’s failure to address a sunset provision in the Bush-era tax [...]
To read the complete article, click here.
Anna Pfaehler Gets CFP® And A Promotion
By Palisades Admin
November 13, 2009
Anna K. Pfaehler, an associate in our firm’s Scarsdale, N.Y., office since 2006, has earned her Certified Financial Planner™ designation and has been promoted to Client Service Manager. Anna, 23, is a northern Kentucky native and a 2006 Vassar College graduate. She majored in economics and minored in mathematics at Vassar, where she graduated with honors. [...]
To read the complete article, click here.
November 13, 2009
Anna K. Pfaehler, an associate in our firm’s Scarsdale, N.Y., office since 2006, has earned her Certified Financial Planner™ designation and has been promoted to Client Service Manager. Anna, 23, is a northern Kentucky native and a 2006 Vassar College graduate. She majored in economics and minored in mathematics at Vassar, where she graduated with honors. [...]
To read the complete article, click here.
Online Sentinel Offers Expanded Coverage
By Larry M. Elkin, CPA, CFP®
October 1, 2009
Sentinel is beginning its transition to an online publication this fall. Readers now will be able to find new articles every month at www.palisadeshudson.com. The newsletter, whose quarterly print circulation has reached 10,000 after 16 years of publication, joins the daily “Current Commentary” blog on our Web site. The site also provides occasional video commentaries as [...]
To read the complete article, click here.
October 1, 2009
Sentinel is beginning its transition to an online publication this fall. Readers now will be able to find new articles every month at www.palisadeshudson.com. The newsletter, whose quarterly print circulation has reached 10,000 after 16 years of publication, joins the daily “Current Commentary” blog on our Web site. The site also provides occasional video commentaries as [...]
To read the complete article, click here.
Three New Associates Join Palisades Hudson
By Palisades Admin
October 1, 2009
Melinda Beckmann and Matthew Slen joined our team of client service associates in July and June, respectively, and Eliza Snelling started in May as an administrative associate. A former Palisades Hudson intern in Fort Lauderdale, where she now works full time, Melinda graduated cum laude from the University of Rochester this spring. She earned her Bachelor [...]
To read the complete article, click here.
October 1, 2009
Melinda Beckmann and Matthew Slen joined our team of client service associates in July and June, respectively, and Eliza Snelling started in May as an administrative associate. A former Palisades Hudson intern in Fort Lauderdale, where she now works full time, Melinda graduated cum laude from the University of Rochester this spring. She earned her Bachelor [...]
To read the complete article, click here.
Firm Helps Underwrite Radio’s ‘Marketplace’
By Palisades Admin
October 1, 2008
“Marketplace,” public radio’s popular business news program, has a new sponsor in South Florida and the New York City metropolitan area: Palisades Hudson Financial Group LLC. Our firm this month became a local “underwriter,” in public radio parlance, on WNYC in New York, WLRN in Miami and WXELin Palm Beach County. The 30-minute broadcast airs each [...]
To read the complete article, click here.
October 1, 2008
“Marketplace,” public radio’s popular business news program, has a new sponsor in South Florida and the New York City metropolitan area: Palisades Hudson Financial Group LLC. Our firm this month became a local “underwriter,” in public radio parlance, on WNYC in New York, WLRN in Miami and WXELin Palm Beach County. The 30-minute broadcast airs each [...]
To read the complete article, click here.
Letters to the Editor
By David Z. Robinson Ph.D., Marc S. Robinson Ph.D., Abby Bergman Ph.D.
April 1, 2008
Editor’s Note: Two articles on retirement plans and Social Security in our January 2008 issue (Pensions, Promises And Lies by Larry M. Elkin and Retiring On The Backs Of Young Workers by Anna K. Pfaehler) drew several responses from readers. We welcome the [...]
To read the complete article, click here.
April 1, 2008
Editor’s Note: Two articles on retirement plans and Social Security in our January 2008 issue (Pensions, Promises And Lies by Larry M. Elkin and Retiring On The Backs Of Young Workers by Anna K. Pfaehler) drew several responses from readers. We welcome the [...]
To read the complete article, click here.
Palisades Hudson Adds Staff Members
By Palisades Admin
October 1, 2007
Three new staffers joined our Scarsdale and Fort Lauderdale offices this year, as Palisades Hudson Financial Group LLC continued to expand. Benjamin Sullivan joined the Scarsdale staff as a client service associate in February, just in time to pitch in during last [...]
To read the complete article, click here.
October 1, 2007
Three new staffers joined our Scarsdale and Fort Lauderdale offices this year, as Palisades Hudson Financial Group LLC continued to expand. Benjamin Sullivan joined the Scarsdale staff as a client service associate in February, just in time to pitch in during last [...]
To read the complete article, click here.
Promotions, Additions Enhance Palisades Hudson Staff
By Palisades Admin
October 1, 2006
Veteran staff members David Walters and Paul Jacobs will assume new responsibilities as client service managers for Palisades Hudson Financial Group LLC next month, as three new associates enlarge our professional team. David, a CPA, will continue to work in our Scarsdale office, while Paul, a certified financial planner, will transfer to Fort Lauderdale to join [...]
To read the complete article, click here.
October 1, 2006
Veteran staff members David Walters and Paul Jacobs will assume new responsibilities as client service managers for Palisades Hudson Financial Group LLC next month, as three new associates enlarge our professional team. David, a CPA, will continue to work in our Scarsdale office, while Paul, a certified financial planner, will transfer to Fort Lauderdale to join [...]
To read the complete article, click here.
Jonathan Bergman Named Vice President Of Palisades Hudson
By Palisades Admin
January 1, 2006
Jonathan M. Bergman has been named vice president of Palisades Hudson Financial Group LLC. He continues to serve as the organization’s chief investment officer. Jonathan, 30, holds the Certified Financial Planner designation and is enrolled to practice before the Internal Revenue Service. He is the first Palisades Hudson professional apart from the firm’s founder and [...]
To read the complete article, click here.
January 1, 2006
Jonathan M. Bergman has been named vice president of Palisades Hudson Financial Group LLC. He continues to serve as the organization’s chief investment officer. Jonathan, 30, holds the Certified Financial Planner designation and is enrolled to practice before the Internal Revenue Service. He is the first Palisades Hudson professional apart from the firm’s founder and [...]
To read the complete article, click here.
Hearn Oversees New Office In South Florida
By Palisades Admin
October 1, 2005
Shomari Hearn has been named client service manager for Palisades Hudson Financial Group LLC’s new South Florida office, which opened this month in downtown Fort Lauderdale. Shomari will serve the firm’s growing Florida clientele along with PHFG President Larry M. Elkin, who will divide his time between the Scarsdale and Fort Lauderdale offices, and client service [...]
To read the complete article, click here.
October 1, 2005
Shomari Hearn has been named client service manager for Palisades Hudson Financial Group LLC’s new South Florida office, which opened this month in downtown Fort Lauderdale. Shomari will serve the firm’s growing Florida clientele along with PHFG President Larry M. Elkin, who will divide his time between the Scarsdale and Fort Lauderdale offices, and client service [...]
To read the complete article, click here.
