Articles
3/20/2026: The Jewish Press: Are Prenuptial Agreements Necessary When a Couple Has Disparate Levels of Wealth?
3/19/2026: Barron's: 7 Ways to Overcome the Risks of Retiring Into a Down Stock Market
3/13/2026: The Jewish Press: What Should My Son Do with His Bar Mitzvah Money?
3/6/2026: The Jewish Press: Where Does Gambling Fit into My Investment Strategy?
2/27/2026: Barron's: Letter To The Editor: Just Say No to Alts
2/27/2026: The Jewish Press: Five Hidden Investing Lessons from the Megillah
2/20/2026: The Jewish Press: Financial Planning Strategies for the Gvirim Among Us
2/17/2026: Forbes: Financial Planning Strategies For Influencers And Creators
2/6/2026: The Jewish Press: Financial Planning Advice for Frum Families Struggling to Make Ends Meet
1/30/2026: The Jewish Press: Going on Yeshiva Week Vacation While on Tuition Assistance
1/23/2026: The Jewish Press: Is My Yeshiva’s Retirement Plan Up to Standard?
1/16/2026: Barron's: Raising Money-Smart Children Starts Earlier Than You Think
1/16/2026: The Jewish Press: Money Lesson From Moshe Rabbeinu: Be Humble or Get Humbled
1/9/2026: The Jewish Press: 2036 Investment Playbook: Market Outlook, Risks, and Opportunities
1/8/2026: Forbes: 2026 Resolutions: 5 Simple Changes That Can Transform Your Finances
1/2/2026: The Jewish Press: Retirement and Falling Rates: Should I Be Concerned?
12/25/2025: The Jewish Press: How Much Should I Spend on a Chassan Watch?
12/19/2025: The Jewish Press: The $10 Sufganiyah: A Sweet Insight into Investing and Chanukah
12/12/2025: The Jewish Press: 2025 Year-End Portfolio Checklist: Simple Steps to Stay on Track
12/8/2025: Forbes: 2025 Year-End Financial Checklist: Strategies For Wealthy Investors
12/5/2025: Barron's: Letter to the Editor: Trump’s Wins
12/5/2025: The Jewish Press: How Much Should You Spend on a Date?
11/28/2025: The Jewish Press: Should You Merge Finances After Marriage? Smart Money Moves for Newlyweds
11/21/2025: The Jewish Press: The Frum Community Has a Spending Problem (And It’s Not What You Think)
11/14/2025: The Jewish Press: What Zohran Mamdani Means for My Money
11/7/2025: The Jewish Press: Should I Invest in My Friend’s Real Estate Deal?
11/3/2025: Forbes: 4 Common Mistakes Folks Make In Retirement
10/31/2025: The Jewish Press: The Mabul, Black Swans, And Traveling Through Kentucky
10/19/2025: Kiplinger: Five Keys to Retirement Happiness That Have Nothing to Do With Money
10/13/2025: Barron's: 3 Mistakes Investors Make When Interest Rates Fall–and How to Avoid Them
10/5/2025: The Jewish Press: The Reason You Can’t Get Ahead Financially: Your Friends
10/3/2025: Barron's: Letter to the Editor: Managing Risk
9/26/2025: Barron's: Letter to Editor: Nice While It Lasted
9/22/2025: Forbes: High Holiday Introspection: Principles For A Successful Financial Year
9/19/2025: The Jewish Press: We Are Making $400,000 a Year and Just Getting By. What Are We Doing Wrong?
9/15/2025: Bloomberg: How to Build a Million-Dollar Future for Your Kids
9/5/2025: The Jewish Press: The Account Hierarchy: The Foundation for Frum Financial Planning (Part II)
8/22/2025: Barron's: Letter to the Editor: Avoid Private Credit
8/22/2025: The Jewish Press: The Account Hierarchy: The Foundation for Frum Financial Planning (Part I)
8/15/2025: Forbes: Ancient Financial Wisdom: Retirement Planning Lessons From The Bible
8/8/2025: The Jewish Press: How To manage A Financial Windfall
8/5/2025: Barron's: Selling Stocks in a Market Downturn Is a Big Mistake. 5 Strategies to ‘Panic Prudently.’
7/25/2025: The Jewish Press: Timely & Timeless Financial Wisdom From Mishlei
7/11/2025: The Jewish Press: Overcoming Antisemitism By Investing In Your Jewishness
6/27/2025: The Jewish Press: Making Yeshiva Tuition More Affordable: It’s Simple, But Not Easy
6/30/2025: Forbes: Summer Financial Checklist
6/13/2025: The Jewish Press: Buying A Home: A Bad Investment, But (Usually) A Great Financial Decision
6/6/2025: Barron's: More People Have Multiple Jobs. Here’s Advice for Them From Money Pros.
5/30/2025: The Jewish Press: Ten Financial Commandments for Retirees
5/16/2025: The Jewish Press: Starting To Invest At Age 40: What Rabbi Akiva Can Teach Us About Personal Finance
5/13/2025: Forbes: Post Tax Season Planning Ideas
5/6/2025: Barron's: Crunching Private Credit
5/7/2025: Forbes: Tariffs & Turmoil: Should Investors Be Nervous In Today’s Market?
5/2/2025: The Jewish Press: The Role Of Mazal
4/21/2025: Barron's: Why Younger Financial Advisors Are Starting Their Own Firms
4/11/2025: The Jewish Press: The Pesach Paradox
4/8/2025: Barron's: Investors Can’t Control Tariffs or the Market, but They Can Make These 6 Tactical Moves
4/7/2025: The Jewish Press: Weddings & Credit Card Debt: A Bad Combination
3/21/2025: The Jewish Press: Thinking Of Aliyah? Review These Preliminary Financial Considerations
3/17/2025: Barron's: There’s Now a Jewish-Advocacy ETF. Here’s What One Financial Advisor Thinks.
3/13/2025: Forbes: The Skinny On Tariffs: Should Retirees Be Concerned?
3/7/2025: The Jewish Press: Spending On Purim: A Blueprint For How To Have A More Meaningful Chag
2/27/2025: Barron's: Trump Is Cutting Back on Clean Energy. It Can Still Power Next-Gen Portfolios.
2/26/2025: Barron's: Here’s How Financial Advisors Are Using AI in Their Businesses Right Now
2/21/2025: The Jewish Press: Investing Superpowers
2/7/2025: The Jewish Press: Hope Is Not An Investment Strategy
1/30/2025: Barron's: Just How Serious Was the DeepSeek Selloff? Money Pros Weigh In.
1/23/2025: The Jewish Press: The New Pharaoh & Planning For Change
12/31/2024: Forbes: 2025 Personal Finance Outlook: 7 Predictions For The Year-Ahead
12/27/2024: The Jewish Press: Parkbridge’s Market Outlook: Pharaoh’s Dreams & Investing In 2025
12/19/2024: Orthodox Union: Creative Ways to Give to Charity Before Year-End
12/16/2024: Barron's: How I Use AI in My Wealth Management Practice
12/13/2024: The Jewish Press: Lavan & The Financial Fraudsters Amongst Us
12/7/2024: Kiplinger: 25 Financial Moves to Consider Before December 31
11/29/2024: Forbes: 2024 Year-End Financial Planning Checklist
11/27/2024: Forbes: 2024 Year-End Investment Checklist
11/27/2024: Bloomberg: The Best New Year’s Resolutions Start (Very) Early
11/15/2024: The Jewish Press: Lech Lecha: The Oldest And Most Effective Financial Planning Strategies
11/5/2024: Barron's: It’s Election Day, and Investors Have the Jitters. How to Stay Calm.
11/1/2024: The Jewish Press: Politics & Your Portfolio: Investment Dos And Don’ts During The Election Season
10/21/2024: Barron's: A Financial Advisor’s Guide to Keeping Clients From Making Money Mistakes Around the Election
10/16/2024: The Jewish Press: Where Do I Park My Cash Now That Rates Are Falling?
10/15/2024: The Wall Street Journal: If You Really, Really Need to Lend Money to Friends or Family…
9/27/2024: The Jewish Press: Buying New Clothes And Jewelry Before Sukkot
9/17/2024: Forbes: How Perfection Will Derail Your Retirement
9/13/2024: The Jewish Press: Spending Money On Things Vs. Experiences
8/30/2024: The Jewish Press: Paying For A Wedding: When Machatanim Disagree
8/23/2024: The Jewish Press: Money Lessons From The XXXIII Olympiads: Trust The Process
8/9/2024: The Jewish Press: The Destruction of Wealth: Six Wealth Killers Every Investor Should Avoid
7/25/2024: The Jewish Press: Living Dangerously: A Theme For The Three Weeks And Investing
7/23/2024: Forbes: 4 Signs That You May Need A Financial Advisor In Retirement
7/22/2024: Barron's: Someday You Will Have to Spend Your Nest Egg. Why You Need to Plan Ahead for That.
7/112024: The Jewish Press: How Can So Many People Afford To Do Construction?
6/28/2024: The Jewish Press: Should You Buy Nvidia
6/14/2024: The Jewish Press: The Thirteen Principles Of Wealth
5/31/2024: Forbes: Rethinking Your “Bucket List” In Retirement
5/30/2024: The Jewish Press: Confirmation Bias And What The Media Can Teach Us About Personal Finance
5/20/2024: Barron's: Orthodox Jewish People Have Specific Financial Needs: 4 Things to Know
5/17/2024: The Jewish Press: The Great New York Earthquake Of 2024: Lessons For Financial Preparedness
4/19/2024: The Jewish Press: The Seder’s Annual Reminder: How To Be More Intentional With Our Finances
4/17/2024: Forbes: 39 Personal Finance Lessons In Honor Of My 39th Birthday
4/11/2024: Kiplinger: 11 Truths That All Investors Must Accept
4/10/2024: The Jewish Press: Remembering Daniel Kahneman: The ‘Zeidy’ of Behavioral Economics
3/22/2024: Barron's: 5 Ways to Cut Your Taxes on Income Investments
3/14/2024: Barron's: Forget ESG. 5 Ways One Advisor Helps Clients Match Their Investments With Their Values.
3/14/2024: The Jewish Press: Are Annuities A Good Investment?
3/6/2024: Forbes: Wealthy Families: Consider These Planning Ideas Before The “Sunset”
3/1/2024: The Jewish Press: The Golden Calf, Vanderbilts, And Touro Synagogue: Money Lessons From The Parsha
2/15/2024: The Jewish Press: The Most Important Financial Decision: Who You Decide To Marry
2/2/2024: The Jewish Press: We Just Sold Our Home For $2.5 Million – What Do We Do With This Money?
1/31/2024: Forbes: 6 Financial Planning Considerations In A High Rate Environment
1/19/2024: Barron's: Solving the College Tuition Puzzle Is Only Getting Harder
1/19/2024: The Jewish Press: Sticking With Your Learning And Financial Resolutions In 2024 And Beyond
1/4/2024: The Jewish Press: ParkBridge’s Outlook For 2024: Seven Mistakes To Avoid In The New Year
12/21/2023: The Jewish Press: Ways To Invest In Israel Today Given The War In Gaza
12/21/2023: The Jewish Press: Ways To Invest In Israel Today Given The War In Gaza
12/4/2023: Forbes: 12/8/2023: The Jewish Press: Financial Planning Checklist: 20 Ideas To Consider Before Year-End
12/4/2023: Forbes: 2023 Year-End Financial Checklist
11/24/2023: Barron's/The Wall Street Journal: How to Tweak Your Investments for a More Normal Market
11/23/2023: The Jewish Press: A Time To Be Thankful (Even During Challenging Times)
11/22/2023: Barron's: Retirees Have to Pay Taxes, Too. 6 Smart Ways to Reduce Them.
11/10/2023: The Jewish Press: Is College Still A Good Investment?
11/7/2023: Kiplinger: Are You Ready to Retire? Find Out With This 10-Item Checklist
10/30/2023: Forbes: Retirement And Investing Consideration For Orthodox Jewish Families
10/26/2023: The Jewish Press: The Reverse Obituary
10/19/2023: Bloomberg : Sometimes Hot Investing Trends Can Burn You
10/13/2023: The Jewish Press: Back To The Basics: Using The “Bucket Approach” To Financial Planning
10/5/2023: Bloomberg: Bloomberg Wealth: Don’t Let the Bond Selloff Dismantle Your 60/40 Allocation Just Yet
9/28/2023: The Jewish Press: Back To The Basics: Investing Is Like A Birthday Cake
9/14/2023: The Jewish Press: Why My Year In Israel Was One Of The Best Investments I Have Ever Made
9/1/2023: The Jewish Press: Reflecting On The Past Year: 6 Lessons For Investing And Life
8/24/2023: Barron's: 7 Tax Strategies Financial Advisors Need to Understand
8/18/2023: The Jewish Press: What Should My Son Do With The Money He Made This Summer Working As A Lifeguard?
8/3/2023: Forbes: Financial Planning Considerations For Orthodox Jewish Families
8/3/2023: The Jewish Press: Should I Incur Credit Card Debt To Pay Yeshiva Tuition?
7/27/2023: The Jewish Press: Mid-Year Financial Checklist
7/19/2023: WealthManagement.com: Estate Planning for Orthodox Jewish Families
7/6/2023: The Jewish Press: I’m Proud To Be An American Investor
6/22/2023: The Jewish Press: My Commencement Address: 7 Ways to Build Your Human Capital
6/8/2023: The Jewish Press: Laid Off Before You’re Ready To Retire? What To Do Now?
6/2/2023: Barron's: Hiding Out in T-Bills?
5/31/2023: Fortune: Getting rich is ‘surprisingly simple’ if you follow a 3-step strategy, says an expert on self-made wealth
5/25/2023: The Jewish Press: The Futile Pursuit Of Perfection: Lessons For Torah Study, Life, & Investing
5/11/2023: The Jewish Press: Is It Wrong To Go On A Lavish Pesach Program?
4/28/2023: Forbes: Spring Cleaning Your Finances: A 10 Point Checklist
4/28/2023: The Jewish Press: Shidduchim & Money: Should Finances Play A Role In Who My Child Decides To Date?
4/20/2023: The Wall Street Journal: Needed: Software To Help Retirees Plan Spending
4/14/2023: Yahoo! Finance: Should you park your portfolio in cash and wait out 2023? Experts debate the pros and cons
4/14/2023: Fortune: Should you take a 5% return by parking your portfolio in cash and waiting out 2023? Experts debate the pros and cons
4/12/2023: Bloomberg: I Bonds Lose Their Luster With Yield Set to Plunge Below 4%
4/7/2023: The Jewish Press: The Four Sons And Striving For Investment Simplicity
4/7/2023: The Wall Street Journal: We Need to Make it Easier for Retirees to Figure Out How to Invest—and Spend—Their Savings
3/31/2023: Barron's: Retirement Risks
3/30/2023: The Jewish Press: Is My Money Safe In A Bank?
3/16/2023: The Jewish Press: Do I Have Enough Life Insurance?
3/14/2023: Barron's: 3 Banks Have Failed. How Advisors Are Reassuring Clients Without Ignoring the Risks.
3/13/2023: Forbes: Financial Planning Checklist For LGBTQ Families
3/2/2023: The Jewish Press: V’nahafoch Hu And The Dangers Of “The Kiddush Club Portfolio”
2/21/2023: Yahoo! Finance: Investing advice the wealthiest give their own children
2/21/2023: Fortune: Investing advice the wealthiest give their own children
2/17/2023: The Jewish Press: What Should I Do With My 401(k) From A Previous Employer?
2/10/2023: Barron's: Activist Funds
2/2/2023: The Jewish Press: The New Bernie Madoff Documentary And Timeless Lessons For All Investors
2/2/2023: Bloomberg: Bloomberg Wealth: Don’t Let the Fed Give You FOMO
1/19/2023: The Jewish Press: Shenkman’s 2023 Personal Finance Outlook
1/17/2023: Kiplinger: 10 Strategies for Managing Financial Risk in Market Downturns
1/5/2023: The Jewish Press: Beyond The Numbers: Retirement And Investing Lessons From My Zeidy
12/29/2022: Forbes: 4 Investment Lessons From 2022 That All Retirees Should Take To Heart
12/28/2022: Barron's: This Year’s Best Personal Finance Advice From the Pros
12/22/2022: The Jewish Press: The Best Gift For Chanukah This Year Is A Good Financial Advisor: Here’s How To Find One
12/8/2022: The Jewish Press: Dave Ramsey’s Seven Baby Steps: A Frum Person’s Perspective
11/24/2022: The Jewish Press: Personal Finance & Thanksgiving: There Is Much To Be Thankful For
11/10/2022: The Jewish Press: Supporting Kollel Kids And Retirement: A Difficult Puzzle To Solve
11/7/2022: CNBC: Op-ed: Op-ed: Here are 3 year-end strategies for high-net-worth families to consider
10/31/2022: Bloomberg: You Missed Your Chance to Buy I Bonds at 9.62%. Now What?
10/27/2022: The Jewish Press: Is Now A Good Time To Buy A Home?
10/26/2022: Barron's: Feeling Squeezed by a Shrinking Portfolio and Rising Debt Costs? Financial Pros Share Advice.
10/7/2022: The Jewish Press: A Time For Spiritual & Financial Introspection
9/29/2022: Forbes: 2022 Year-End Financial Checklist
9/23/2022: The Jewish Press: Creative Strategies for Giving Tzedakah
9/8/2022: The Jewish Press: Student Loan Forgiveness: What It Means For The Future Of Higher Education
8/25/2022: The Jewish Press: High Holiday Seats, Building Campaigns, And A Framework For Giving
8/16/2022: Barron's: Stock Market Recovery: Stock Market Recovery: Real Deal or Head Fake?
8/12/2022: US News & World Report: What Is the Inherited IRA 10-Year Rule?
8/11/2022: The Jewish Press: Affording College: Important Considerations For Every Parent
8/7/2022: The Wall Street Journal: 20 Ideas for Adjusting Your Stock and Bond Portfolio
8/1/2022: Barron's: Advisors Should Encourage Clients to Open 529 Plans. Here’s Why.
7/31/2022: Forbes: A Retiree’s Financial Checklist To Prepare For A Recession
7/28/2022: The Jewish Press: College Is A Financial Decision: Plan Accordingly
7/19/2022: Barron's: How Financial Pros Keep Clients Informed–and Calm–When Markets Turn Ugly
7/15/2022: Barron's: Retirement Advice
7/14/2022: The Jewish Press: What Is Bitcoin And Should It Be In My Portfolio?
7/13/2022: Bloomberg: Tips for Talking About Money as Raging Inflation Strains Relationships
7/9/2022: Fortune: Warren Buffett pledged to give away his $96 billion fortune. What will his three children get?
6/30/2022: The Jewish Press: Should I Pay For The Young Couple’s Shana Rishona In Israel?
6/16/2022: The Jewish Press: Money Advice Every Parent Should Give Their Children
6/3/2022: Barron’s: Strategies and Risks
6/2/2022: The Jewish Press: The 10 Commandments Of Personal Finance
5/21/2022 The Wall Street Journal: 15 Ways Consumers Can Deal With—and Even Benefit From—Rising Inflation
5/19/2022: The Jewish Press: Enjoy Your Herring And Retirement Too
5/6/2022: Barron’s: Nest-Egg Wagers
5/5/2022: The Jewish Press: Should We Get Out Of California?
4/29/2022: Forbes: The Perfect Storm And Timely Perspective For Every Investor
4/7/2022: Barron’s: Trusts Are Not Just for the Ultrawealthy
4/7/2022: The Jewish Press: Pesach Cleaning And Portfolio Maintenance
3/24/2022: The Jewish Press: Should We Be Concerned About Inflation?
3/22/2022: Forbes: A 6-Step Financial Checklist For Young Physicians
3/10/2022: The Jewish Press: Investment Strategy For Turbulent Times
2/25/2022: Barron’s: Good Marriage
2/24/2022: The Jewish Press: New Research On The Finances Of Orthodox Jewish Life: Lessons For All
2/22/2022: The Wall Street Journal: How to Allow Investors to Play Speculative Bubbles—but Reduce the Risk of Losing a Lot of Money
2/10/2022: The Jewish Press: Is Spending Yeshiva Break In Florida Financially Prudent?
1/28/2022: Forbes: Risks To Retirees Portfolios In 2022: Strategies To Consider
1/27/2022: The Jewish Press: Appreciating Tradeoffs And Living Your Rich Life
1/13/2022: The Jewish Press: Affording A Frum Lifestyle: Increase Your Household Income
12/30/2021: The Jewish Press: Affording A Frum Lifestyle: The Benefits Of Relocating
12/16/2021: The Jewish Press: Affording A Frum Lifestyle: A Proactive Approach
12/2/2021: The Jewish Press: Nissim, Niflaot, And The Power Of Compound Interest
11/24/2021: Forbes: 2021 Year-End Financial Checklist
11/18/2021: The Jewish Press: Downsize, Upsize, Or Stay Where I Am?
11/9/2021: Kiplinger: Where Rich Investors Go Wrong: Beware of the Country Club Portfolio
11/4/2021: The Jewish Press: Keeping Up With The Goldsteins And The Importance Of An Investment Policy Statement
10/25/2021: Barron's: Don’t Overlook These 4 Steps When Measuring Investors’ Risk Tolerance
10/22/2021: Forbes: Surviving Spouse Financial Checklist: Preparing For The Road Ahead
10/21/2021: The Jewish Press: Financial Planning For Frum Families: There Is Nothing Average About An Orthodox Lifestyle
9/3/2021: Barron's: China and ESG Investing
8/20/2021: Forbes: Second Marriage Financial Checklist: 7 Planning Items To Consider
6/16/2021: CNBC: Op-ed: Here’s how to position your portfolio today for higher taxes
6/2/2021: Forbes: Concerned About Inflation In Retirement? 4 Strategies To Help Investors Prepare
5/14/2021: Barron's: The 60/40 Portfolio
5/12/2021: Barron's: How to Advise Clients Who Won Big in Their ‘Play Money’ Accounts
5/7/2021: Kiplinger: 5 Ways to Make Sane Investments When Everyone Else Is Crazy
4/29/2021: Real Simple: 10 Tips to Get Your Retirement Savings Back on Track After the COVID-19 Pandemic
3/26/2021: Barron's: NFTs Are ‘Too Hard’
3/16/2021: Forbes: Are You Planning to Use Target Date Funds in Retirement? 7 Key Considerations to Keep in Mind
3/3/2021: Kiplinger: What to Do with a Windfall with Markets at All-Time Highs
2/24/2021: Forbes: Don’t Let ‘Anchoring’ Sink Your Retirement Strategy
1/26/2021: Forbes: Don’t Let Confirmation Bias Derail Your Finances
1/24/2021: Wall Street Journal: 15 Personal-Finance Lessons We Can All Learn From the Year of Covid-19
1/21/2021: CNBC: Op-ed: Here’s how to stay in control and avoid emotional investing decisions
12/22/2020: Forbes: Retirement And Investing Lessons From My Grandfather
12/21/2020: CNBC: ‘Investor alpha’ is the most important financial strategy for 2021
12/4/2020: Kiplinger: 8 Investing Lessons Learned from an Insane 2020
11/30/2020: Barron's: Appreciating Artwork
10/26/2020: Barron's: 2021 Will Be A Challenge For Investors
10/21/2020: Forbes: 7 Strategies To Generate Sufficient Cash Flow In Retirement
9/22/2020: Kiplinger: 5 All-Too-Common Financial ‘Sins’ … and How to Atone for Them
9/14/2020: Forbes: 7 Mistakes Affluent Investors Make
8/17/2020: Barron's: Election-Year Strategies for Any Outcome
8/10/2020: Kiplinger: The 7 Types of Financial Procrastinators: Which One Are You?
8/3/2020: Barron's: Private Equity in 401(k)s
8/3/2020: Forbes: 5 Crucial Planning Steps To Take Before You Retire
7/27/2020: Barron's: Doing Due Diligence On Annuities
7/20/2020: Barron's: Targeting Big Tech
7/13/2020: Barron's: TDFS
7/6/2020: The Wall Street Journal: How Investors Can Keep Their Political Biases From Hurting Their Portfolio
6/29/2020: Forbes: Money Advice Every Parent Should Give Their Children
6/22/2020: Barron's: Making Sense of This Mystifying Market
6/1/2020: Barron's: Higher Ed's Future
5/27/2020: Forbes: Pandemic Playbook: 7 Step Checklist To Improve Your Finances In Quarantine
5/26/2020: The Wall Street Journal: 35 Ways to Jump-Start Your Emergency Savings
5/21/2020: Trust & Estates Magazine: Politics and Investing
5/18/2020: Barron's: Home, Semisweet Home
5/7/2020: Kiplinger: 10 Timeless Investing Principles
5/4/2020: Barron's: Prudent Investing
4/30/2020: Forbes: Elder Financial Abuse: A 7 Step Checklist To Protect Our Seniors
4/27/2020: Barron's: Dollar-Cost Averaging
4/13/2020: Barron's: Smart Asset Allocation
3/30/2020: Barron's: The Bright Side
3/18/2020: Forbes: Bear Market Checklist: A Game Plan For Navigating The Market Turmoil
3/17/2020: Kiplinger: Financial Planning for Another 'Lost Decade'
3/16/2020: Barron's: Bonds have a place in most portfolios
2/24/2020: Forbes: Laid Off Before You’re Ready To Retire? Follow This 10 Step Checklist
2/24/2020: Barron's: After the Oracle of Omaha Exits
2/10/2020: Barron's: Seeking Dividend Yield in International Markets
2/3/2020: Leimberg Information Services: Don't Leave It All on the Field - Why Athletes Require Special Planning
1/30/2020: Forbes: The ‘Aging Checklist’: What Is It And Why Every Retiree Needs One
1/13/2020: Kiplinger: Investors' Worst Enemy in 2020 Could Be Their Own Brains
1/13/2020: Barron's: Retirement Planning Checklist
12/27/19: Barron's: "Today's Peter Lynch"
12/6/19: Kiplinger: "Enjoy Your Latte and Retirement, Too"
11/25/19: Barron's: "401(k) Education"
11/4/19: Barron's: "Political Noise"
10/23/19: Kiplinger: "Should You Fear The Next Bear Market?"
10/23/19: Yahoo! Finance: "Should You Fear The Next Bear Market?"
10/23/19: NASDAQ.COM: "Should You Fear The Next Bear Market?"
10/21/19: Barron's: "Income Approach in Low Yield Environment"
10/14/19: Barron's: "Financial Elder Abuse"
9/23/19: Barron's: "Bitcoin ETFs"
9/6/19: Barron's: "401(k) Options"
9/1/19: Trust & Estates: "Women and Wealth: Planning challenges and strategies for female"
8/26/19: WealthManagement.com: "The Evolution of Divorce for Wealthy Women"
8/12/19: Barron's: "The Ultimate Retirement-Planning Strategy"
8/5/19: Barron's: "The Future of Financial Advice"
7/29/19: Barron's: : "The Value of Annuities"
7/15/19: Barron’s: Pay-to-Play Perils
7/1/19: Barron's: "ESG Investing"
7/1/19: The CPA Journal: "Tax, Estate Planning, and Asset Protection Considerations"
6/17/19: Barron's: "Modern Retirement Planning"
6/10/19: Barron's: Barron's: "Aging Checklist"
6/3/19: WealthManagement.com: "Investor Inertia and Making Up for Lost Time"
5/10/19: Barron's: "Bogle's Tips for Investors"
4/12/19: Barron's: "Retirement-Saving Nudges"
4/5/19: WealthManagement.com: "Fees, Performance and the Bigger Picture"
4/5/19: Barron's: "Retirement-Planning Tips"
2/15/19: WealthManagement.com: "A Roadmap for Success: The Importance of Crafting a Proper Investment Policy Statement"
1/1/19: Trust & Estates: Distinguished Author Award: Coming to America Part 1 & Part 2"
9/1/17: Trust & Estates: “Coming to America: Part II: "Consider tax issues when advising immigrant clients"
8/1/17: Trust & Estates: "Coming to America: Legal and financial planning challenges faced by practitioners when advising immigrant clients”
2/1/17: TaxStringer: "Planning for the Stars: Estate and Insurance Planning for Entertainers and Professional Athletes"
1/1/17: TaxStringer: "Planning for the Stars: Financial & Investment Planning for Entertainers and Professional Athletes"
4/1/16: Trust & Estates:"Don't Drop the Ball: What planners for professional athletes need to know"
3/10/15: CCH: "Planning for Newlyweds and Young Couples"
5/1/07: YU Commentator: "Before You Graduate, What You Should Know"