Consumers who have been affected by the Equifax data breach and seek to protect their credit lines may find themselves navigating a confusing maze of new terms, costs and responsibilities.Read More
Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews, or click on any logo for specific publications. Please refer to important disclosures regarding these publications at the bottom of this page.
Financial advisers and investment houses across the country have been besieged Wednesday by investors looking for reassurance, guidance on whether to sell or stay put and advice on how to play Republican Donald Trump's upset win over Democrat Hillary Clinton.Read More
Online investment firms are using algorithms to create diversified portfolios for clients. These “robo investors” are cheaper than financial planners and can create a tax-friendly strategy. The WSJ's Diana Jou finds out more.Read More
It's the season for setting new goals and drawing up New Year's resolutions. Here some financial planners share what theirs are for 2015, how they made them and how they intend to carry them out.Read More
David Edwards was interviewed recently by the Wall Street Journal on how his love of sailboat racing promotes his wealth advisory practice, contributing to a 40% growth in assets and revenues since January 2013.Read More