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“The Big Q: What Book Would You Recommend  to Other Advisors?”

“The Big Q: What Book Would You Recommend to Other Advisors?”

Jeremiah Winters CFP®, CPWA®, RICP® featured in Barron’s Article: “The Big Q: What Book Would You Recommend to Other Advisors or Clients?”. Summer is in full swing, but it’s never too late to add a good book to your beach reading list. To find this season’s best reads...

Barron’s “3 Ways to Use ETFs to Personalize Your Portfolio”

Barron’s “3 Ways to Use ETFs to Personalize Your Portfolio”

Dan Ludwin & Dalal Salomon share thoughts on, “3 Ways to Use ETFs to Personalize Your Portfolio” with Barron’s Magazine July 9, 2019 “Our clients need the checks to keep coming in the mail,” says Dan Ludwin. “It’s difficult to do that when, procedurally, a money...

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