In The News

Articles where John Gugle has been quoted:

CNBC

• This hot-potato rule may get delayed. What it means for your retirement.
• Why there’s never been a better time for millennials to contribute to a Roth IRA 
• Investors’ election fears based on feelings, not fact: Advisors 

Wall Street Journal

• Advisers Dump Bond Proxies as Rate Hike Looms 
• Financial Advisers Shift After Fed Surprise 
• Tactical Funds Make Few Friends with Lagging Returns 
• When Clients Get Divorced 

Financial Planning Magazine

• Which comes first: The kid or the 529 account? 

The Street.com

• Financial Planners Teaching Clients There's More to Money Than Stock Returns 
• It's Harvest Season for Tax Losses 

Kiplinger

• Nine Ways to Get Ahead  

Barrons

• How to Talk to Clients with Market Jitters 

Investment News

• NAPFA leader claims ‘moral high ground’ in fiduciary fight 
• Clients are often lost with found money  

Financial Advisor Magazine

• What To Say When Clients Get Nervous About Market Swings 
• Most—Not All—Advisors Think Warren’s Wealth Tax Would Be a Disaster  

Think Advisor

• What Advisors Are Telling Panicky Clients About Market Volatility: Roundup   
• 3 considerations for your client's pension   

ABC News

• Money Watch: Investing tips to help put kids through college  

Associated Press

• Liz Weston: How to know when it’s OK to spend    

Kitces

• What It Takes to Make Your Client Advisory Board a Success  

Miscellaneous

• Are You Willing to be Accountable to Your Clients?  
• Janet Kidd Stewart: List of best 401 (k) plans doesn't tell the whole story   
• 3 Savings Tips for Parents of Study Abroad Students    
• Ep #95: Re-Entering The Profession After Building A Successful Firm And Selling It With John Gugle  
• How Advisors Handle Their Most Difficult Conversations  
• Here's what might happen if Trump rolls back the new financial advisor rule   
• Create a financial roadmap for 2015