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November 4, 2020

Media Highlights

Please read important disclosures HERE.

Dividend Funds Can Add Income, and Risk, to Your Portfolio

Principal Jennifer Ellison, CFA®, was interviewed by the New York Times on October 8, 2020.

Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.

Director of Financial Planning Michelle Soto, CFP®, CDFA™, spoke with Barron’s on July 3, 2020.

You Can’t Go to the PGA Championship, but You Can Relive Your Greatest Golf Moments

Chief Executive Officer Kevin D. Dorwin, CPWA®, CFP®, shared his favorite course and hole with the San Francisco Business Times on August 4, 2020.

This Is Why the Stock Market Doesn’t Matter to Millennials Saving for Retirement

Jennifer Ellison, CFA®, was interviewed by Forbes on September 5, 2020.

Leaders Talk About Money

Kevin D. Dorwin, CPWA®, CFP®, talked with the North Bay Business Journal on August 24, 2020.

Filed under: In the News

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