In The News
Below, you’ll find links to articles in which our advisors have contributed, firm press releases, and media mentions. Learn more about us by reading our perspective shared in popular publications and articles on topics including wealth management, financial planning, investing, and more.
Wealth Advisor Julia Perez was quoted in a CNN article examining how families can save money during the back-to-school season. Perez highlights how including kids in the back-to-school budgeting process can not only reduce stress for parents but also incentivize children to work within limits instead of pushing against them. “Over time those habits compound. By the time they’re managing rent, student loans, or saving for a first home, saving isn’t an afterthought… it’s second nature.”