11/3/22 MarketWatch ‘I’m close to retirement and feeling uneasy’ as my current financial adviser has ‘made some trades that cost me dearly.’ Is this inevitable in this economy — or do I need to jump ship?
11/1/22 MarketWatch Americans are running towards the safety of cash — but here are 3 ways they could screw that all up, pros say
10/4/22 Newsday CPI Aero stock soars ahead of return to NYSE American
8/3/22 US News & World Report: Is It Possible to Run Out of Money in Retirement?
7/16/22 MarketWatch: ‘My friends and family say I’m rich.’ I’m 26 and make $100K a year living in St. Louis, where I pay $850 in rent. But I can’t afford to buy a home, and am losing money when I invest. Would hiring a financial adviser be a smart move?
6/21/22 MarketWatch: I’m paying my adviser 1%, but ‘the only communications I get are invoices.’ So I want to regain sole control of my accounts — without having to talk to him about it. Is this possible?
4/18/22 MarketWatch: When is the best time to claim Social Security retirement benefits — sooner or later?
4/15/22 Business Insider: Dogs of the Dow: The 10 high dividend-yield stocks behind a simple strategy aimed at beating the market
4/7/22 Wall Street Journal: As Mortgage Rates Rise, Home Sellers Fear Time Is Running Out to Cash In
3/27/22 Wall Street Journal: Five Ways Muni Investors Can Navigate a Rising-Rate Environment
2/24/22 Newsday: Russia-Ukraine conflict may mean higher prices on LI, economists say
12/30/21 Business Insider: 5 expert tips for 20-somethings who want to invest but don’t know where to start
12/21/21 Newsday: Long Islanders share their 2022 financial resolutions
12/15/21 Forbes: How To Invest In The S&P 500
9/30/21 Kiplinger: Like the Mutual Fund? Meet the ETF
8/6/21 Newsday: Have bitcoin dreams? What to know about the hype, the reality and the future of cryptocurrencies
7/19/21 Business Insider: Financial experts told me I should stop renting and a buy a home, but I’m ignoring their advice for 3 reasons
7/6/21: Newsday: When should you sell your house and retire?
12/22/20 Newsday: After pandemic-scrambled 2020 it’s time to get finances in order for 2021
12/2/20 Newsday: Is an uptick in inflation on the horizon?
11/25/20 Newsday: What can you do with $5,000 cash you’ve saved during the pandemic?
11/7/20 Wall Street Journal: Why 2020 was the perfect year for tax loss harvesting
10/21/20 Newsday: What to do with your 401(k) when you lose your job
10/14/20 Newsday: Review where pandemic has left your finances before starting new year
9/30/20 Newsday: Don’t let FOMO guilt you into overspending for holiday gifts
9/21/20 Newsday: Retirement is no time to coast. Revisit your plan to see if you are on track
8/19/20 Newsday: Money Fix: How to get life, disability insurance after losing job
7/29/20 Newsday: Money Fix: ‘Trying to get rich quick?’ Traders need discipline, an expert says
7/10/20 Business Insider: I’m keeping up with retirement contributions even though my income is down
6/28/20 Newsday: Money Fix: Experts weigh in on whether you should take a buyout
6/14/20 Newsday: Lessons from 2008 financial crisis
5/31/20 Newsday:: Loaning money to friends can lead to problems, experts say
5/15/20 Huffington Post: Will There Be Another Stock Market Crash?
5/8/20 US News & World Report: 7 Best Mutual Funds to Buy With Your Stimulus Check
4/12/20 Newsday: Calculating whether your retirement plans can stay on track
12/1/19 Newsday: Money Fix: How to prepare for the biggest financial risks of 2020
10/26/19 Newsday: Your Money: The pros and cons of longer-term car loans
10/19/19 Newsday: Money Fix: How to rein in the costs without spoiling the fun
10/13/19 Newsday: Money Fix: Starting to save? Which kind of savings account is best?
10/2/19 NY Metro Parents: Can I Afford to be a Stay-at-Home Parent?
9/22/19 Newsday: Buying vs. leasing your next car: What the experts say
9/8/19 Newsday: Try to avoid tapping retirement funds to pay your bills
7/13/19 Newsday: Expecting a recession? Here’s how to prepare for it
6/22/19 Newsday: Time to check up on your financial New Year’s resolutions
5/26/19 Newsday: Does making a move in retirement make sense for you?
5/1/19 Investors Observer: Exchange Traded Funds (ETFs): Not Always a Passive Approach
4/6/19 Newsday: Automate your savings efforts
2/16/19 Newsday: Dealing with bankruptcy in retirement
1/9/19 Newsday: Getting started on your 401(k)
1/3/19 Investors Observer: Making the case: Equal weighting & the dividend aristocrats
12/15/18 Newsday: Year-end charitable giving tips
11/18/18 Newsday: Choosing a financial adviser: How you pay is critical
10/14/18 Newsday: Retirement spooking you? Start saving for it now.
8/12/18 Newsday: Three costly pitfalls that could derail your 401(k) earnings
6/30/18 Newsday: What to do with that twice-a-year extra paycheck
6/9/18 Investors Observer: Tax law changes in 2018: what you need to know
6/8/18 Newsday: Preserve friends and money: Split the check
3/31/17 Wealth Advisor:How Financial Advisors Decide When To Collaborate
2/24/17 Investor’s Business Daily: Make Love, Not War? How Financial Advisors Decide When To Collaborate
9/30/16 Investors Observer: Proper asset titling: Estate planning and your home
4/1/16 Investor’s Business Daily: Giving Back…And Getting Much, Much More In Return
3/10/16 Wall Street Journal: Why Postnuptial Agreements Are on the Rise
9/18/15 Financial Advisor IQ: Reasons a Prospect Wants to Dump Old FA Can Tell Volumes
6/1/05 Wealth Management: What a Difference a Decade Makes