Media Highlights

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. https://nyti.ms/3lvKKce

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. https://bit.ly/3j2CzU4

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. https://bit.ly/3mUKIMT

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. https://bit.ly/3mPuXXd

Leaders Talk About Money

Kevin D. Dorwin, CPWA®, CFP®, talked with the North Bay Business Journal on August 24, 2020. https://bit.ly/2Es3Yjc