Our Press Contributions
ERIE NEWS NOW
3 Steps for dealing with market volatility
So long as you know your liquidity needs are met, you can let your portfolio do its thing, and you will weather through…
CNN BUSINESS
Bitcoin for beginners: Here’s what to know before you invest in crypto
Arizona-based certified financial planner Christine Papelian thinks direct exposure to crypto is…
INVESTMENT NEWS
Why more advisers are taking the free dinner seminar off the menu
A free meal can help win new clients, but some advisers say the prospecting strategy is dated and…
INVESTMENT NEWS
Texting takes center stage in client communications
Client communication is becoming critical to a growing business, spurring some wealth tech firms to launch tools to quickly engage…
U.S. NEWS
Advisors, What to Know About Bitcoin ETFs
With so much interest now in cryptocurrencies, many advisory clients are asking about a Bitcoin exchange-traded fund…
NERDWALLET
5 Steps to Take If You Don’t Trust Your Spouse at Tax Time
If your spouse is bringing home a lot of cash, new cars or other purchases, but your tax return shows…
FORBES
Rebuilding Your Finances After Divorce
As a financial planner and advisor, I routinely meet with clients and prospects in varying degrees of financial uncertainty or even distress…
BARRON’S
Divorce Is Costly. Divorce in Retirement Is Costly and Complicated
Few things can savage your personal finances more than a divorce. The damage can be even worse if you decide to divorce and…
U.S. NEWS
Advisors Can Learn From the Bill Gates Divorce
High-net-worth and late-in-life divorces have specific financial and emotional challenges…
NERD WALLET
Trial, Error and What I Learned About Money in My 20s
You can turn this early decade of adult living into a strong financial foundation for your life goals…