Paul Jacobs examines ways in which statistics can be used to over- or underrate both baseball players and mutual funds.
Read More
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:
Shomari Hearn in The Street
Shomari Hearn reviews prudent steps taxpayers can take to reduce future taxes.
Read More
Shomari Hearn in The Franklin Prosperity Report
Shomari Hearn answers a tax question for a grandparent paying a grandchild’s elementary school tuition.
Read More
Paul in Kiplinger’s Retirement Report
Paul Jacobs cautions savers on the risks of converting a 401(k) to a Roth 401(k).
Read More
Rebecca Pavese in The Street
Rebecca Pavese offers tax breaks many Americans overlook, as well as several new ones.
Read More
Ben Sullivan in Jewish Exponent
Ben Sullivan reminds investors of the dangers of bias-driven behavior.
Read More
Anna Pfaehler in The Pittsburgh Post-Gazette
Anna Pfaehler warns retirement savers of the risks of fixed-rate annuities in the current low interest rate environment.
Read More
Rebecca Pavese in The Fiscal Times
Rebecca Pavese encourages taxpayers not to neglect a lesser-known benefit to homeowners with private mortgage insurance.
Read More
Anna Pfaehler in Physician’s Money Digest
Physician’s Money Digest, January 31, 2013Anna Pfaehler explains how current economic conditions affect fixed annuities.
Larry Elkin in The Voice Of Russia: American Edition
Larry Elkin discusses the ways in which an elite college education isn’t priceless for students.
Read More
