Recent Articles from Our Team of Experts

401(k) dilemma: Advisers weather a fog of uncertainty surrounding IRA rollovers

By: Mark Schoeff Jr.

Featuring: Weston Burnett

Investment News, December 1, 2018


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5 reasons you should never take out a 401(k) loan

By Kelly Anne  Smith

Featuring Larry Solomon

Bankrate.com, November 2, 2018


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16 Tips for Making Tax-Deductible Charitable Donations

For those looking for ways to make the most of charitable donations before the end of the tax year, here are some tips and insights from experts around the country.

By Mia Taylor, Featuring Larry Solomon

Cheapism & MSN.com, October 30, 2018

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Are Actively Managed Mutual Funds Fading Away?

The odds of beating an index fund with an actively managed one is roughly one in 20, but don't put up a headstone just yet.

By Barbara Friedberg

US News.com, September 5, 2018

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Top 25 Questions to Ask a Financial Advisor 

A financial advisor can help you plan financially for your future by analyzing your most confidential financial information. We spoke with the industry experts who shared their different ideas on what questions to ask your current or prospective  financial advisor..

By Benilyn Formoso-Suralta

FitSmallBusiness.com

August 15, 2018

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9 Tips to FIRE: Financial Independence, Retire Early

FIRE is a total lifestyle that sets you on the path to financial freedom

US News and World Report, July 11, 2018

by Barbara Friedberg

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Make the Most of a Small Investing Budget 

Use time and the power of compounding interest to your advantage.

US News and World Report, June 19, 2018

by Kayleigh Kulp

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Simplify Your Investing Life With Fewer Accounts

Having fewer accounts makes your portfolio easier and cheaper to manage.

US News and World Report, May 16, 2018

by Barbara Friedberg

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Should You Open An ABLE Account For A Child With A Disability?

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Which Are Better: Target-Date Funds or Robo Advisors?

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The Best Ways to Give the Gift of Stocks

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OptiFour Integrated Wealth Management: Forbes Best-In-State Wealth Advisors 2018

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If Clients Don't Get It, It's You, Not Them

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20 Secrets Your Financial Advisor Won’t Tell You

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