Paul Jacobs reviews the pros and cons of actively managed and index stock funds.
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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:
Larry Elkin in Bloomberg BusinessWeek
Larry Elkin warns savers against the dangers of too much caution in the current low-interest-rate environment.
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Anthony Criscuolo in The Wall Street Journal
Anthony Criscuolo discusses investment diversification within the Asian region.
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Anna Pfaehler in Physician’s Money Digest
Anna Pfaehler identities a variety of year-end steps that can reduce next year’s taxes.
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Anna Pfaehler in Bankrate
Anna Pfaehler offers income tax planning strategies for an uncertain fiscal climate.
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Shomari Hearn, Anna Pfaehler and Ben Sullivan in Becker’s Spine Review
Shomari Hearn, Anna Pfaehler and Ben Sullivan illuminate various strategies that can reduce the tax burden resulting from the rate increases scheduled to begin in 2013.
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Paul Jacobs in the Franklin Prosperity Report
Paul Jacobs answers a question about investing in a 401(k) without an employer matching program.
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ReKeithen Miller in Kiplinger’s Retirement Report
ReKeithen Miller discusses the place for bank-loan funds in investor portfolios.
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David Walters in The Wall Street Journal
David Walters recounts a real estate problem with a happy ending and an unexpected tax bonus.
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Eric Meermann in Newsday
Eric Meermann emphasizes that there is no cure-all for capital gains planning in an uncertain tax environment.
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