Physician’s Money Digest, November 1, 2011Jonathan Bergman reviews some of the benefits of intra-family loans.
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:
Jonathan Bergman in Bankrate
Bankrate, October 30, 2011Jonathan Bergman explains how an intra-family loan can benefit both parents and children.
Larry Elkin and Paul Jacobs In Reuters
Reuters, October 26, 2011Larry Elkin and Paul Jacobs suggest financial strategies for supporting aging parents.
Jonathan Bergman in U.S. News And World Report
U.S. News And World Report, October 6, 2011Jonathan Bergman discusses the ways in which pessimism about European stocks may be …
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Paul Jacobs in US News
US News, September 26, 2011 Paul Jacobs reviews strategies for coping with a volatile short-term bond market.
Jonathan Bergman in MarketWatch
MarketWatch, September 23, 2011Jonathan Bergman shares tips for investing in poor and strong markets.
Jonathan Bergman in Forbes
Forbes, September 8, 2011Jonathan Bergman discusses the benefits and drawbacks of purchasing vacation properties.
Anna Pfaehler in AdvisorOne
Anna Pfaehler discusses the growing market for financial advice aimed at same-sex married couples.
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David Walters and Paul Jacobs in Forbes
Forbes, August 19, 2011David Walters and Paul Jacobs discuss situations in which it may be smart to withdraw retirement savings …
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Larry Elkin in The New York Times
The New York Times, August 19, 2011Larry Elkin cautions against relying too heavily on investments, such as gold, with no …
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