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Featured In the News

A selection of publications and news outlets we've contributed to, along with links to our latest interviews and stories

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The S&P 500 is undergoing a historic shift that could reshape the stock market

12 financial pros on where smart savers are actually moving their money in early 2026

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The S&P 500 is undergoing a historic shift that could reshape the stock market

The S&P 500 is undergoing a historic shift that could reshape the stock market

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Emerging market stocks rally appears intact after buoyant January inflows

Emerging market stocks rally appears intact after buoyant January inflows

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Why stocks are trading on a knife's edge ahead of the Fed's December rate decision

What Is the Social Security COLA for 2027?

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Why stocks are trading on a knife's edge ahead of the Fed's December rate decision

To Refi Or Not To Refi? Advisors Say It Depends

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US exceptionalism trade is 'still in play': May investing tips

American Exceptionalism May Be Dying. How to Make the Best of It

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US exceptionalism trade is 'still in play': May investing tips

Four Ways to Prepare for When Your Adult Kids Need Financial Help

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US exceptionalism trade is 'still in play': May investing tips

Stagflation: Why it's 'too soon' to 'sound the alarm'

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US exceptionalism trade is 'still in play': May investing tips

US exceptionalism trade is 'still in play': May investing tips

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You May Be Getting More From Social Security Than You Think

Will your tax preparer save you money or make costly mistakes? Look for these red flags.

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You May Be Getting More From Social Security Than You Think

Stock Market News, Dec. 30, 2024: Nasdaq Composite Leads Indexes Lower in Tech Pullback

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You May Be Getting More From Social Security Than You Think

Investors need 'more clarity' on Trump policy, inflation: Portfolio mgr.

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You May Be Getting More From Social Security Than You Think

8 Signs You're Ready to Retire

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Succession Planning For Financial Advisors

Best Short-Term Investments

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Succession Planning For Financial Advisors

Clients With No Savings At Age 50--What To Do

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Market Sell-Off Lets Advisors Tout Wins From Diversification

Market Sell-Off Lets Advisors Tout Wins From Diversification

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Will The Markets and Economy Return to 'Normalization?'

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What is the Rule of 72?

What Is The Rule of 72?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck