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...
Dalal Salomon featured in her alma mater Michigan State University’s Spartan Magazine Dalal shares the journey that led her to Michigan State University; lessons she learned; and how they contributed to her success as a Financial Advisor. “At every turn, I followed my...
Dalal Salomon featured in Barron’s The Big Q Article titled: “How Would Your Advice Change if There’s a Capital Gains Tax Increase?” “Depending on the final outcome of any tax changes, our focus, as always, will be to understand each client’s specific tax situation...
Dalal Salomon featured in Barron’s Article: “Secrets to Their Success: How Top Women Advisors Advance Their Careers” Looking prospects in the eye, investing in herself & technology, and understanding clients’ wants, needs & priorities are just a few of the...
Dalal Salomon is featured in the Barron's Interview titled, “Fighting Market Volatility With 3 Years of Income in the Bank” September 11, 2020 “I learned from my parents never to judge people by their color, religion, or economic status. Because we felt the discomfort...
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...