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: Under Armour shares spike

Mark Tepper, CFP discusses why now isn’t a good time to buy Under Armour despite its rise Read More


CNBC: The financials got wrecked this week. Here are three names ...

Mark Tepper, CFP®, recommends bank stocks for three reasons. Read More


CNBC: Volatility returns to market in a wild week for stocks

Where did the markets land in this wild week? Mark Tepper, CFP®, analyzes on Trading Nation. Read More


CNBC: Buy Tech in the sell-off?

Mark Tepper, CFP®, discusses the tech sector in this volatile market. Read More


CNBC: Even at this Stage in the Game, it May Not be Too Late to B...

Netflix’s shares are surging. Will it continue? Mark Tepper, CFP chats with CNBC. Read More


CNBC: WAL-MART Hits a New High, is it Time to Buy?

Walmart is well prepared to take on Amazon head-on. Will they evolve further? Mark Tepper, CFP discusses. Read More


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

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