CNBC, June 18, 2012Jonathan Bergman points out paradoxical investor behavior.
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:
Benjamin Sullivan in American Drycleaner
Ben Sullivan offers strategies to counteract common investor biases that lead to irrational decision-making.
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Shomari Hearn in The Franklin Prosperity Report
Shomari Hearn explains why he recommends Section 529 college savings plans over 529 prepaid plans.
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Anthony Criscuolo in Physician’s Money Digest
Physician’s Money Digest, June 1, 2012Anthony Criscuolo discusses the importance of financial planning for young professionals.
Paul Jacobs in Kiplinger’s Retirement Report
Paul Jacobs suggests a method for minimizing the tax impact of a Roth IRA conversion.
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Paul Jacobs in The Boston Globe
The Boston Globe, May 20, 2012Paul Jacobs suggests alternative ways to approach a Roth IRA conversion.
Jonathan Bergman in Yahoo! Finance
Yahoo! Finance, May 14, 2012Jonathan Bergman reminds investors not to neglect opportunities beyond the U.S.
Jonathan Bergman in Bloomberg
Jonathan Bergman comments on the protection offered by floating-rate loans.
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Anna Pfaehler in Physician’s Money Digest
Physician’s Money Digest, May 2, 2012Anna Pfaehler suggests using your 2011 tax return to shape strategies for the 2012 tax …
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Anthony Criscuolo in Reuters
Reuters, May 1, 2012Anthony Criscuolo highlights the importance of building credit as a new college graduate.
