We're the source in the financial world that journalists trust.

Major news sources respect our input and are constantly reaching out to our team for our take on the markets, retirement planning, etc. Browse through our news clips below to see some of the topics that we’ve discussed on the air.


CNBC: Dow Down 200+ Points

Mark discusses the effect of pricing power on valuations Read More


CNBC: Projection Playbook

Mark Tepper discusses the best way to play the strong dollar. Read More


Fox Business: Market Report

Mark Tepper explains why low oil prices are beneficial for consumer finance stocks. Read More


Fox Business: Stock Alert

Mark Tepper discusses how the European economy might weigh on the U.S. Markets. Read More

Coronavirus & Your Money

Join us for a LIVE VIRTUAL WORKSHOP from the comfort of your own home (online), where we’ll help you to sift through the noise and fear to arrive at actionable takeaways. We will cover topics such as:
  • Investment strategies that will no longer work post-coronavirus
  • What opportunities are available to take advantage of today
  • How to generate retirement income during a market downturn
  • How to position your portfolio to take advantage of the rebound
  • And much more!
Register for the Workshop