Reporters have been calling me since 2011. Here is what I told them.
Press does not make anyone a better advisor, and I would not want you to hire me because CNBC once quoted me.
It is useful for a different reason. When a reporter calls, I have to answer a question in public, on the record, without knowing how it will be edited. Twenty years of that is a reasonable record of whether someone’s thinking holds up. Read what I actually said.
On markets and staying calm when they fall
- Barron’s — How to Talk to Clients with Market Jitters (2018)
- Financial Advisor Magazine — What To Say When Clients Get Nervous About Market Swings
- ThinkAdvisor — What Advisors Are Telling Panicky Clients About Market Volatility (2011)
- CNBC — Investors’ Election Fears Based on Feelings, Not Fact (2016)
- The Wall Street Journal — Financial Advisers Shift After Fed Surprise
- The Wall Street Journal — Advisers Dump Bond Proxies as Rate Hike Looms
On retirement and income
- CNBC — This Hot-Potato Rule May Get Delayed. What It Means for Your Retirement (2017)
- ThinkAdvisor — 3 Considerations for Your Client’s Pension (2014)
- Associated Press — Liz Weston: How to Know When It’s OK to Spend
- Media Decision — Health or Wealth? What Retirees Prioritize May Surprise You
- Kiplinger — Nine Ways to Get Ahead
On fees, fiduciary duty, and how the industry is paid
- InvestmentNews — NAPFA Leader Claims ‘Moral High Ground’ in Fiduciary Fight
- KHOU — Here’s What Might Happen If Trump Rolls Back the New Financial Advisor Rule
- Financial Advisor Magazine — Most, Not All, Advisors Think Warren’s Wealth Tax Would Be a Disaster
- Ventura County Star — List of Best 401(k) Plans Doesn’t Tell the Whole Story (2018)
On taxes, saving, and family money
- CNBC — Why There’s Never Been a Better Time for Millennials to Contribute to a Roth IRA (2019)
- The Street — It’s Harvest Season for Tax Losses
- The Street — Financial Planners Teaching Clients There’s More to Money Than Stock Returns
- Financial Planning Magazine — Which Comes First: The Kid or the 529 Account?
- ABC News — Money Watch: Investing Tips to Help Put Kids Through College
- Yahoo News — 3 Savings Tips for Parents of Study Abroad Students
- InvestmentNews — Clients Are Often Lost with Found Money
- Hilton Head Monthly — Create a Financial Roadmap for 2015
- GOBankingRates — 4 Reasons Shoppers Say Aldi Is the Best Place To Grocery Shop During Inflation
- The Wall Street Journal — Tactical Funds Make Few Friends with Lagging Returns