Broker Check

In The News

November 2020

Pat contributed to an article for Investment News entitled "Zoomed-out Advisers are Returning to the Office"

Pat contributed to another article for U.S. News entitled "6 Financial Military Benefits for Service Members and Veterans"

Pat was quoted in an article for AARP entitled "States That Won't Tax Your Military Retirement Pay"

November 2019

Pat was quoted in an article for Barron's entitled "Why More Americans Leave Money in Their 401(k) After Retirement"

September 2019

Pat contributed to an article for Investor's Business Daily entitled "You're Honest and Trustworthy, But How do You Make Others See That?  IBD Article

January 2019

Pat contributed to an article for MarketWatch entitled "3 Ways to Protect Your Finances if You're a Federal Employee Not Getting Paid"

Pat contributed to an article for Investment News entitled Advisers Help Federal Employees Financially Manage the Shutdown

January 2018

Pat contributed to an article in the Foreign Service Journal entitled Are You Retirement Ready?

July 2017

Pat contributed to an industry magazine on an article that discussed social security and its weaknesses.

March 2017

Pat contributed to an article for Yahoo Finance entitled Smart Personal Finance Moves if You're Leaving the Military. 

January 2017

Russ was cited in a Kiplinger’s Personal Finance Article entitled “How to Save for Retirement If You Don’t Have a 401(k)”, under the heading “Thrift Savings Plan: More Perks for the Military”. 

October 2016

Pat contributed to an article for Reuters News that dealt with "Going Back Home".  The article focused on people who move and then relocate back to where they started.  

September 2016

Russ was featured in an Investment Business Daily article entitled “How Military Experience Shapes Successful Advisors”.

August 2016

Russ provided advice in an Investment News article entitled “What Not To Say to Clients When the Markets Drop”. 

June 2016

Pat contributed to an article in Money Magazine entitled "How Military Retirees Can Budget for Health Care Costs" which focused on tips for dealing with the ever increasing costs of health care in retirement.

January 2016

Pat contributed to an article on CNBC.com "Want to Relocate in Retirement? Think Before you Start Packing" that focused on things to consider before you move.