Media

Our team regularly appears in the press and is featured and
quoted in over 100 publications. We hope that you find these articles and video clips helpful, whether you want to learn more about investing or are going through divorce.

You can also browse through the complete archive here >

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Why Office Design Matters
May 1, 2015
Why should financial advisors care about interior design? Because it's an extension of their brand. Dow Jones Newswires' Rachel Solomon speaks to financial...
What Are Your Money Goals, Auntie?
May 1, 2015
As we tell our nieces and nephews, goals are important in all areas of our life – they show us where we are...
How to: Eat Out and Save Money! (We Mean it, Auntie!)
May 1, 2015
Savvy Aunties know that the end of the year and beginning of a New Year is one of the most stressful and busy...
Take Time to Prepare Your Finances for the Future, Auntie!
April 30, 2015
Tax season is right around the corner, Auntie. Use this time to prepare for your financial future and make sure that those you...
A Crash Course On Handling Your Money
April 30, 2015
We’ve gathered knowledgeable, dedicated divorce experts from a variety of fields to lend their advice and perspectives. Our experts include lawyers, healthcare professionals,...