Shomari Hearn cautions against using credit cards to fund home improvements.
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Tag Archives: Publication: The Wall Street Journal
Ben Sullivan in The Wall Street Journal
Ben Sullivan explains why target-date funds often represent an overly generalized approach, especially for investors at or near retirement.
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Shomari Hearn in The Wall Street Journal
Shomari Hearn describes how exchange-traded funds can help boost a portfolio’s international exposure.
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Larry Elkin in The Wall Street Journal
Larry Elkin contributes his thoughts on evolving standards of professionalism for wealth advisers.
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Shomari Hearn in The Wall Street Journal
Shomari Hearn emphasizes the importance of careful estate planning for families of children with disabilities.
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Rebecca Pavese in The Wall Street Journal
Rebecca Pavese explains some of the complicated tax rules governing investment in an oil and gas partnership.
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Paul Jacobs in The Wall Street Journal
Paul Jacobs reminds investors that the gap between an artwork’s value to its owner and to others – including the IRS – can lead to trouble in estate planning.
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Shomari Hearn in The Wall Street Journal
Shomari Hearn describes a potential reason some entrepreneurs hesitate in seeking financial help from their parents when starting a business.
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Paul Jacobs in The Wall Street Journal
Paul Jacobs explains Palisades Hudson’s stance on maintaining appropriate international exposure in investment portfolios.
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Rebecca Pavese in The Wall Street Journal
Rebecca Pavese shares the experience of helping a client avoid potential family conflict by crafting an atypical but effective estate planning solution.
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