Anthony Criscuolo warns investors of the hazards of mutual funds with large positions in illiquid assets.
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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:
Laurie Samay in GoBankingRates
Laurie Samay identifies an important tax deduction for first-time homeowners.
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Benjamin Sullivan in the Yonkers Tribune
Ben Sullivan discusses the cognitive errors that can trip up even savvy investors.
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Shomari Hearn in City & Shore
Shomari Hearn encourages making a resolution to update (or create) your estate plan in 2017.
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Shomari Hearn in The Street
Shomari Hearn explains the advantages of expanding your liability coverage.
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Eric Meermann in The Street
Eric Meermann suggests identifying your priorities and long-term plans before deciding on the details of your new mortgage.
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Shomari Hearn in Private Air Luxury Homes
Shomari Hearn explains how, in certain situations, “decanting” can help fix an irrevocable trust.
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Eric Meermann in Newsday
Eric Meermann provides a strategy for building an emergency fund.
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Anthony Criscuolo in U.S. News & World Report
Anthony Criscuolo reminds investors 50 and up to stay focused on their portfolios’ total return.
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Laurie Samay in the Pocono Record
Laurie Samay lists the advantages of donating highly appreciated securities before year-end.
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