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May 18, 2020

Media Highlights

Please read important disclosures HERE.

The Benefits of Compounding Interest in Long-Term Investing

Principal Jennifer Ellison, CFA® appeared on the TD Ameritrade Network on March 13, 2020.

Don’t Overlook These 15 Important Financial Health Habits

Chief Executive Officer Kevin Dorwin, CPWA®, CFP® talked with Forbes on April 14, 2020.

Markets Plunge on Coronavirus Fears

On February 24, 2020, Principal Jeff Lancaster, CFP® spoke with the Boston Globe.

Don’t Panic Over Your 401(k)! It’s Time to Emotionally Distance From the Markets

The Guardian interviewed Jennifer Ellison, CFA on March 23, 2020.

How to Build a Bond Ladder in Your Portfolio

On March 5, 2020, U.S. News & World Report spoke with Jennifer Ellison, CFA.

Stock Pops Like Monday’s 5% See Mixed Record of Going Places

Bloomberg interviewed Jennifer Ellison, CFA on March 2, 2020.

What Questions Should Investors Ask Financial Advisers Now?

On April 23, 2020, Jennifer Ellison, CFA talked with U.S. News & World Report.

Filed under: In the News

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