We are frequently asked for our perspective on financial topics.  Here is a selection of articles in the news.


Tackling Your Employee Benefits and Perks  - CNBC 2017

Trump Was Supposed to Be Good for Stocks. Now Investors Aren't So Sure - Money Magazine 2017

Say What? Decoding Ubiquitous Financial Jargon - US News Feb 2017

Skip Ethical Lapses By Educating Clients And Posing Wise Questions - Investor's Business Daily 2016

I Thought I Was Going Into Real Estate - Financial Advisor IQ 2016

7 surprises that shrink your Social Security check - CNBC 2016 

Here is one wage that is outpacing inflation - CNBC 2016

Are you on track for retirement? - CNBC 2016

What a cap on 401(k)s could mean for wealthy savers - CNBC 2015

Advisers say the Fed is too focused on the markets instead of the economy – Investment News 2015

What disability, pensions mean for Social Security benefits – CNBC 2015

Investors snap up collectible toys – CNBC 2014

Finding a 'magic number' for retirement savings– USA Today 2014

Insurance the ignored component in financial planning – CNBC 2013

Retirement: It's Not All a Crapshoot - MarketWatch Jul 2011

Can These Retirements Be Saved? - WSJ 2009

You can live debt free - CNBC 2008

Securing a nest egg - WSJ 2008

Bridging the Property and Casualty Gap – Journal of Financial Planning 2007

The Retirement Lies we Tell Ourselves -WSJ 2006

Turnkey Investment Management Programs Taking off  - Investment News 2006 

Pay off debt or Invest? – USA Today 2006

Boomers eyeing ways to put college money aside for grandchildren -AP 2004

Inheriting IRAs: Beware -WSJ 2004

Annuity Debate Goes On -WSJ 2004

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