Media articles &
press releases
For press enquires or to set up an interview, please contact Phil Fiore
at or (475) 232-2700.
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,…
Read More03.03.2022
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
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