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: Four Dow Stocks are Trading at Extremes

Mark Tepper, CFP®, discusses Walmart and holiday retail sales. Read More


Homebuilder Lennar is up 45% this year

Homebuilders are having a big year. Will it continue? Mark Tepper, CFP®, discusses. Read More


CNBC: The Fed Just Hiked Rates, Now What?

Mark Tepper, CFP ®, shares his perspective on the markets. Read More


CNBC: Analysts Overshoot

Which unloved tech stocks have some potential? Mark Tepper, CFP®, discusses. Read More


CNBC: Back in fashion?

Have retail stocks heated up after their best week of the year? Mark Tepper, CFP® likes WMT and AMZN. Read More


CNBC: Square’s epic run

Up over 200% this year, is Square a buy or a sell? Mark Tepper, CFP® breaks it down on CNBC. Read More


CNBC: Salesforce earnings on deck

What are the two things to watch for in CRM’s earnings report? Mark Tepper, CFP® discusses with CNBC. 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