News Articles
A list of news articles featuring quotes or interviews with members of our JSF team, organized by topic.
Retirement Planning
- Guiding The Retired Entrepreneurs, Financial Advisor magazine
- Preparing Clients for the New Retirement, Bloomberg Wealth Manager
- A Smarter Way to Buy Insurance, Wall Street Journal
- Protecting the Wealth of High-Net-Worth Clients, Financial Planning
- Considering a Roth IRA, USA Today
High Net-Worth Challenges
- How One Advisor Helped an Olympian Make the Most of His Winnings, Financial Planning
- When ‘Affluenza’ Strikes, Wealth Management
- Should You Bail Out Your Kids?, Consumer Reports
- Helping Clients Navigate the New Tax Code, Think Advisor
- Tackling Client Biases, Investor’s Business Daily
- People Need ‘Quality Advice,’ Wall Street Journal
- Providing Financial Help to Adult Children Can Be Risky, Pittsburgh-Post Gazette
- A Matter of Trusts, Senior Market Advisor
- Protecting the Rich from Themselves, Registered Rep
Investing
- Know the Risks Before Investing in Start-Ups, Los Angeles Times
- So You Think Stocks Are Cheap? Barron’s
- Foreign Stocks Still Hold Their Shine, Wall Street Journal
- Durable Domestic Stock Funds, Wall Street Journal
- 5 Ways to Break Bad Money Habits, US News & World Report
Divorce Planning
- ‘Who Pays For The Horse?’ Can Be A Divorce Question, Financial Advisor magazine
- The Pros and Cons of Prenups, US News & World Report
Miscellaneous
- Wait ‘Til Next Year, Barron’s
- Why Athletes Make Tough Customers, Financial Planning
- Counseling Entertainers, Wealth Management
- Helping Hollywood-Types Plan Ahead, Investment Advisor
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