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: Boeing’s Incredible Stock Run

Boeing’s stocks are on fire. Will they run out of gas? Mark Tepper, CFP analyzes on Trading Nation. Read More


CNBC: Is the energy rally for real?

With oil prices up, can energy sustain the rally? Mark Tepper, CFP® analyzes on Trading Nation. Read More


CNBC: IBM – 2018 Rebound?

Mark Tepper, CFP® discusses IBM’s prospects for 2018. Read More


CNBC: Dow Hits 25,000

Mark Tepper, CFP, discusses the Dow Jones Industrial Average. Read More


CNBC: Financial Earnings Will Pour In Fast & Furious

Here’s why Mark Tepper is looking for the financial sector to outperform in 2018. Read More


CNBC: Stock Sector Takes a Hit Following Attorney General’s...

Mark Tepper, CFP, provides his take on the high risk, high reward stocks. Read More

Financial Boot Camp

Unfortunately, most people will spend more time planning their vacations than planning for their financial futures. This can be a recipe for disaster. Our 2-hour information-rich educational workshop will get you on the right track to achieving financial success. Register For the Workshop