Press mentions

        Rand Paul’s plan to ease student debt by dipping into 401(k) accounts would do anything but help, experts say (12/6/2019)

       When Clients Leave, Advisors Learn Vital Lessons To Help Them Grow (11/22/2019)

         Some parents turn to insurance to protect the cost of their kids’ education (5/9/2019)

            Investing legend Jeff Vinik gets a lukewarm reception (5/9/2019)

         Learn the ABCs of ETFs before betting your portfolio on them  (2/13/2017)

       Do people really buy homes for mortgage interest deduction?  (9/30/2017)

       Your Money: Advice on boomerang kids from money pros who know  (5/18/2017)

       Investors scared of Brexit: This is what to do now  (6/25/2016)

         Horror stories: When you die without a will  (6/30/2016)

         What to do with your home when divorcing -- especially if you're not Brad and Angelina  (9/21/2016)

         ETFs are a hit among financial advisors  (6/13/2016)

       Will FinTech help or hurt traditional advisors?  (5/26/2016)

       Use a nudge strategy to help clients make better moves  (3/24/2016)

       Pro-investor exchange 

        Health Savings Accounts: Win the "Tax Trifecta"  (8/18/2016)

             When you can’t afford your house, do this   

         Setting them up for the long haul 

         ESG investing: The challenge in "doing good"

           Fee compression could play into wirehouses' hands