In the News

09.25.2023

USA TODAY – Savings account interest rates are best in years, experts say. How to get a high yield.

Featuring Jeff Farrar

Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and interest. Lots of it. Those days are gone. The average savings account now yields about 0.45% annual interest, according to the Federal Deposit Insurance Corp. Rates remain stubbornly low…

08.02.2023

Citywire – The forever game: Why large RIAs are entering the trust business

Featuring Jeff Farrar

In July of 2021, Moneta chief executive Eric Kittner hired Matt Harlan to help his firm do something unusual. Moneta, a $31bn RIA based in St. Louis, Mo., had recently chartered a new trust company in Kansas and needed someone to head up the business…

08.02.2023

Investment News – Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’

Featuring Jeff Farrar

Financial advisors weren’t expecting a credit rating agency to downgrade U.S. debt two months after the country avoided a default, but they’re taking the move in stride. Late Tuesday afternoon, Fitch Ratings demoted U.S. bonds from ‘AAA’ to ‘AA+,’ citing “expected fiscal deterioration” in coming years,…

03.03.2022

New IRS rule offers higher penalty-free withdrawals for early retirees

Featuring Jeff Farrar

06.21.2021

Financial Planners Scope Out Crypto Recommendations for Clients

Featuring Jeff Farrar

06.18.2021

A Boomer’s Guide to Divorce, Remarriage and Prenuptial Agreements

Featuring Jeff Farrar

05.28.2021

Schwab, Fidelity, or Both? Why Some Advisors Use Multiple Custodians

Featuring Jeff Farrar

02.23.2021

Broadridge launches securities-based lending marketplace

Featuring Jeff Farrar and Procyon

11.19.2020

Tax planning moves to end the year right

Featuring Jeff Farrar and Caroline Wetzel