Our team has been busy this month spreading their financial knowledge! Below, we have recapped all the great insight they have shared throughout October:
MoneyGeek: Best credit cards for people with excellent credit in 2021
- Michael Peek, CFP® and Advisor, explained the ins and outs of credit card considerations for individuals with excellent credit scores. His expert insight: Not all credit card issuers use the same criteria and some annual fees are worth the rewards.
MoneyGeek: Becoming an investor in real estate rental properties
- Investing in rental properties can be a great way to create an individual ‘pension’ for retirement. Liz Thaman, CFP® and Advisor, shared tips to get started and risks to be aware of when deciding if it’s the right investment for you.
CNBC Select: Wealthy investors rely on this retirement-saving loophole: What to know about backdoor Roth IRAs
- When it comes to saving for retirement, our experts are ready to help. Abby Donnellan, CPA and Senior Tax Strategist, delved into the backdoor Roth IRA strategy and who should consider utilizing it.
U.S. News & World Report: What is a behavioral finance advisor?
- Making certain financial decisions can evoke strong emotions. Kelli Grelles, PHR, SHRM-CP, BFA™, CHSA® and Participant Engagement Consultant, explained the benefits and responsibilities of behavioral finance advisors.
U.S. News & World Report: Estate planning tips to keep your money in the family
- Estate planning is a hot topic given the potential tax changes on the horizon. Benjamin Trujillo, J.D., LL.M., and Senior Advisor, shared considerations for individuals looking to protect their estate.
The Wall Street Journal: Credit cards vs. debit cards: Which are better for young adults?
- Are debit or credit cards better suited for individuals learning healthy financial habits? It’s an age-old question. Operations Manager Lisa Bedell shared her perspective on the nuances of both with reporter Cheryl Winokur Munk.
Bloomberg: Market patterns suggest the S&P 500 will have a good week
- CIO Aoifinn Devitt explained her take on how the narrative of a post-pandemic recovery is impacting market movements.
Bloomberg Radio: A closer look at the markets (Podcast)
- Whether it’s inflation, regulatory news or something else moving the markets, our CIO Aoifinn Devitt can break it down. In this segment, Aoifinn discussed the latest market trends..
*Aoifinn joins at 10:35
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