Interviews

Top Performing Funds

Megan Trask, CFP interview by Financial Planning Magazine about Top-Performing Funds.

HSAs For Wealthy Clients?

Michael Tedone, CPA/PFS interviewed by Financial Advisor Magazine about HSA accounts.

HBJ Succession Planning

Kevin Leahy and Denis Horrigan discuss business succession plans and the importance of planning.

Next-Generation Workforce

Kevin C. Leahy CPA, CFP^® interviewed by the HBJ about the rapidly aging advisor population.

Get Back on Track in 2017

Jarrett F. Solomon, CFP^®, CIMA^® interviewed by US News to discuss mistakes investors made in 2016.

Signs of Hidden Stress

Jarrett F. Solomon, CFP^®, CIMA^® interviewed by Investor's Business Daily to discuss how advisors spot signs of clients' financial anxiety.

Keep on Track

Jarrett F. Solomon, CFP^®, CIMA^® interviewed by MONEY for the piece What’s the Best Way to Keep My Retirement Portfolio Mix on Track?

The Graduation Gift That Grows

Denis M. Horrigan, CFP^® was interviewed by Newsday for the piece, Give Stock: The Graduation Gift that Grows Over Time.

Five Most Important Years

Denis M. Horrigan, CFP^® was interviewed by MONEY article, The Five Most Important Years for Your Financial Life.

Fiduciary Rule

Jarrett F. Solomon, CFP^®, CIMA^® interviewed by Financial Planning magazine for the article, A Seismic Shift: Industry Reacts to Fiduciary Rule.

It's Time for CPAs to Demand Their Clients’ Advisors Follow a Fiduciary Standard

Kevin C. Leahy, CPA, CFP^®, was interviewed by AccountingWEB on March 30, 2016 for their article It's Time for CPAs to Demand Their Clients’ Advisors Follow a Fiduciary Standard.

Investing Advice: It’s Not One Size Fits All

Kevin C. Leahy, CPA, CFP^®, was interviewed by US News on March 14, 2016 for the piece Investing Advice: It’s Not One Size Fits All.

New Tax Rules for 2015 and Beyond

Michael A. Tedone, CPA/PFS was interviewed by Financial Advisor magazine for the February 1, 2016 article New Tax Rules for 2015 and Beyond.

Advisers Work to Steady Anxious Investors

Jarrett F. Solomon, CFP^®, CIMA was interviewed by The Wall Street Journal on January 7, 2016 for the article Advisers Work to Steady Anxious Investors.

Savvy Advisors Elicit Wisdom From Mentors

Denis M. Horrigan, CFP^® was interviewed by Investor’s Business Daily for the December 31, 2015 article Savvy Advisors Elicit Wisdom From Mentors.

Why Tax-Loss Harvesting Is Important for Investors

Michael A. Tedone, CPA/PFS was interviewed by U.S. News & World Report for the December 28, 2015 article Why Tax-Loss Harvesting Is Important for Investors.

Take These Steps to Avoid Going From Riches to Rags

Denis M. Horrigan, CFP^® was interviewed by CNBC for the October 9, 2015 article Take These Steps to Avoid Going From Riches to Rags.

How to Avoid Making Mistakes With Your 529 College Savings

Elizabeth A. DeBassio CPA/PFS was interviewed by U.S. News and World Report for the September 10, 2015 piece How to Avoid Making Mistakes With Your 529 College Savings.

Grandparents: Don’t Make a 529 Plan Mistake

Elizabeth A. DeBassio CPA/PFS was interviewed by U.S. News for the September 8, 2015 piece Grandparents: Don’t Make a 529 Plan Mistake.

How to Avoid a Surprise Hit When Interest Rates Go Up

Denis M. Horrigan, CFP^® was interviewed by Inc. for the September 2, 2015 article How to Avoid a Surprise Hit When Interest Rates Go Up.

Afraid Your Retirement Nest Egg Won’t Last Long?

Kevin C. Leahy, CPA, CFP^® was interviewed by The Washington Post for the July 25, 2015 piece Afraid Your Retirement Nest Egg Won’t Last Long?

Here’s What to Do If Your 401(k) Stinks

Michael A. Tedone, CPA/PFS was interviewed by MONEY for the July 15, 2015 Ask the Expert column Here’s What to Do If Your 401(k) Stinks.

My Favorite Personal Finance Book

Kevin C. Leahy, CPA, CFP^® shares his favorite personal finance book with Forbes on March 24, 2015.

What Investors Should Be Thinking About with the Stock Market and the Economy

Our own Kathy M. Christensen, CPA/PFS was interviewed by CNN Money for an April 24, 2015 story about what investors should be thinking about with the stock market and the economy.

Year-end Tax Planning Ideas

Micheal Tedone, CPA/PFS was interviewed by Financial Advisor magazine on October 1, 2014 and discussed year-end tax planning.

“How Much Do You Need For Retirement”

Jarrett F. Solomon, CFP^®, CIMA^® was recently interviewed by The Hartford Courant for the September 26, 2014 article “How Much Do You Need For Retirement”.

Preventing a Rift Among Siblings

Jarrett F. Solomon, CFP^®, CIMA^® was interviewed by Jesse Sunenblick, of The Wall Street Journal for the January 14, 2014 article “Preventing a Rift Among Siblings”.