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: Time to ditch one of the best sectors?

Consumer Discretionary may have seen its best days. Mark Tepper, CFP® talks HOG and TIF on CNBC. Read More

 

CNBC: Retail rally for real?

Mark Tepper, CFP® provides his take on CNBC and discusses M and JWN. Read More

 

CNBC: Tech comes out on top.

The tech sector has led the way in 2018. Will it continue? Mark Tepper, CFP® discusses on CNBC. Read More

 

CNBC: Would you rather Amazon or Netflix?

Netflix and Amazon hit record highs. Which has more upside? Mark Tepper, CFP® makes his pick. Read More

 

CNBC: Four Dow Stocks making a major comeback

After the market pullback, four stocks have completely rebounded. Which should you consider? Mark Tepper, CFP®, explains. Read More

 

CNBC: Bargain Shopping?

Mark Tepper, CFP® analyzes 3 stocks that are in a correction on CNBC. Read More

 

CNBC: Home Depot getting beaten up

Is now a good time to buy? Mark Tepper, CFP® provides his take on 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