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.

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Find out what your 401K costs, and how to make it work for you

Free financial advice for women from Savvy Ladies
March 20, 2017
To date, Savvy Ladies has helped more than 15,000 women get free financial advice and hope to help thousands more.
How Do I Calculate Returns on My Investment?
March 16, 2017
Q: How do I calculate ROI for a given time period?
Manage risk, and investor quirks, decade by decade
March 15, 2017
When managing risk across clients’ entire life spans, financial advisors have observed some common customer mind-sets — and associated risks — within each...
Advice From The Experts: Managing Your Finances As A Millennial
February 6, 2017
Three financial experts from Forbes Financial Council weigh in on what they see the millennial generation experiencing at retirement age and how they...
Guide to Handling Your Financial Life After Divorce
January 11, 2017
Many people who are still reeling emotionally from a divorce are prone to making rash decisions they later regret, such as buying or...
Make 2017 Your Best Financial Year Ever
January 3, 2017
No matter where you are in life, you can start making steps to improve your finances.
Find out what your 401K costs, and how to make it work for you
July 18, 2016
For many workers, saving for retirement is a priority. The rule of thumb is to start saving early so the money has a...
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...