Paul Jacobs suggests that foreign markets’ underperformance in recent years has created a great opportunity for investors to rebalance their portfolios.
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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 The Pittsburgh Post-Gazette
ReKeithen Miller cautions that, without proper planning, children conceived via assisted reproductive technologies may not receive their intended financial support.
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David Walters in The Oregonian
David Walters weighs in on the Oregon College Savings Plan’s investment allocation.
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Anna Pfaehler in The Westchester County Business Journal
Anna Pfaehler underscores the risks of fixed annuities in a low interest rate environment.
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ReKeithen Miller in Deposit Accounts.com
ReKeithen Miller suggests retirement savers consider more than the date when selecting a target-date fund.
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Shomari Hearn in Kiplinger’s Retirement Report
Shomari Hearn recommends mid-year tax planning strategies to reduce exposure to new and higher taxes for 2013.
Anna Pfaehler in MarketWatch
Anna Pfaehler explains Social Security and Medicare benefits for same-sex couples following the Supreme Court’s DOMA ruling.
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Anna Pfaehler in Minyanville
Anna Pfaehler provides an overview of the financial impact of the DOMA repeal and suggests next steps for couples.
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Larry Elkin and Anna Pfaehler in Physician’s Money Digest
Larry Elkin and Anna Pfaehler consider the unanswered questions created by the Supreme Court’s two recent rulings on marriage equality.
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Anna Pfaehler in Fox Business
Anna Pfaehler explains that the Supreme Court’s decision to strike down DOMA will have an uneven impact in the short term.
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