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/3lvKKceWant 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/3j2CzU4You 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/3mUKIMTThis 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/3mPuXXdLeaders Talk About Money
Kevin D. Dorwin, CPWA®, CFP®, talked with the
North Bay Business Journal on August 24, 2020.
https://bit.ly/2Es3Yjc