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.

 

Health Care Rebounds

Mark Tepper says the rebound in Health Care is due to Elizabeth Warren slipping in polls and recommends Exact Sciences. Read More

 

Time to Lock In Profits

Mark Tepper is taking profits in Microsoft and Apple, but his favorite technology stock is Salesforce. Read More

 

Enter 2020 with a Clean Slate

Mark Tepper is telling clients to enter 2020 with a clean slate and not to carry over the extreme positive sentiment ... Read More

 

Cash is Not a Four Letter Word

Mark Tepper says cash is not a four letter word in this market, but be prepared to buy the dips. Read More

 

Bull Market will Continue to Run in 2020

Mark Tepper thinks it is dangerous to be bearish on this market as the economy continues to expand and consumer ... Read More

 

Energy Sector Lags the Market

Mark Tepper says the energy sector since 2014 has been the place where you send your money to die. Read More

 

Swing State Client Concerns

Mark Tepper discusses how his hard working clients in the swing state of Ohio are concerned about the election and ... Read More

 

Pot Stock Playbook

Mark Tepper’s pot stock playbook includes multi-state operator Green Thumb whose revenue could quadruple in the next few years. 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