Paul Jacobs identifies legitimate reasons to consider selling a mutual fund.
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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:
ReKeithen Miller in Consumer Reports
ReKeithen Miller warns parents to be cautious when loaning adult children money for a down payment on a home.
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Paul Jacobs in The Street
Paul Jacobs explains the importance of a diversified approach to index funds.
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Ben Sullivan in Money
Ben Sullivan encourages retirement savers to take full advantage of employer match programs.
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Eric Meermann in Zing
Eric Meermann suggests that 50-somethings evaluate their portfolio’s asset allocation and potentially shift to a more conservative approach.
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Anthony Criscuolo in GoBankingRates
Anthony Criscuolo weighs in on situations in which adult children should turn down financial help from parents.
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Melinda Kibler in The Street
Melinda Kibler advises workers to take control of their own retirement planning.
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Laurie Samay in Investopedia
Laurie Samay discusses the nuances of taking Social Security benefits while continuing to earn income.
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Anthony Criscuolo in The Street
Anthony Criscuolo reminds taxpayers not to overlook unusual deductions or credits.
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David Walters in The Street
David Walters urges young investors to avoid overly conservative asset classes, such as bonds.
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