Bob Discusses Uncertainty in the White House with Sruthi Shankar of Reuters.

Thursday, August 17, 2017


Sruthi Shankar of Reuters quotes Bob Phillips on uncertainty in the White House and the Federal Reserve beginning to reduce their balance sheet.  Phillips does not expect the Federal Reserve to raise rates again this year.

Click here to read the article.

This article also appeared on: Business Insider and Nasdaq

Leslie Discusses the Pros and Cons of Index Funds with Nancy Mann Jackson of Daily Worth.

Thursday, August 3, 2017

Daily Worth

Nancy Mann Jackson of Daily Worth features Leslie Thompson in an article discussing the pros and cons of index funds and how to know if they are right for your portfolio.

Click here to read the article.

Alessandra Malito of Market Watch Quotes Leslie in an Article about how Women are Lacking the Financial Knowledge Needed.

Tuesday, August 1, 2017

Market Watch

Alessandra Malito of Market Watch quotes Leslie Thompson in an article about how women are lacking the financial knowledge needed to manage the money coming towards them in the future.

Click here to read the article.

     This article also appeared on: Barron's

Jeff Benjamin of Investment News quotes Tia Lee in an Article about Social Security

Thursday, July 27, 2017

Investment News

Jay Benjamin quotes Tia Lee in an article about Social Security. Tia says "there is no guarantee with Social Security, because it's a transfer tax, and the surplus will run out".

Click here to read the article.

Bob Phillips Discusses the Current Market Landscape with Fred Imbert of

Tuesday, July 25, 2017

Fred Imbert of features Bob Phillips in an article on the current market landscape as the S&P 500 reaches another record high and the Federal Reserve prepares to meet.

Click here to read the article.

Alessandra Malito of MarketWatch Quotes Bob Phillips on How to Manage your Savings Once you Become a Parent's Caregiver

Tuesday, July 25, 2017


Alessandro Malito of MarketWatch quotes Bob Phillips on how to manage your savings once you become a parent's caregiver.

Click here to read the article.

Leslie Thompson Contributes to The Smarter Investor Blog on U.S. News & World Report

Friday, July 21, 2017

U.S. News & World Report

Leslie Thompson contributes to The Smarter Investor blog on U.S. News & World Report, discussing five steps to maintaining a lifestyle in retirement.

Click here to read the article.

Emily Stewart of TheStreet Quotes Bob Phillips on his Take on Former FBI Director James Comey's Testimony.

Friday, June 9, 2017


Emily Stewart of TheStreet quotes Bob Phillips on his take on former FBI director James Comey's testimony. Phillips explains that the testimony will not result in any immediate consequence for the Trump administration.

Click here to read the article.

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From Our Blog

By | Thursday, August 3, 2017 8:10 am

One of These 3 Black Swans Could Trigger a Global Recession by End of 2018

Exactly ten years ago, we were months away from a world-shaking financial crisis. By late 2006, we had an inverted yield curve steep to be a high-probability indicator of recession.

By | Tuesday, August 1, 2017 8:03 am

This Doctor Who Lived to 105 Believed for a Long Life, You Shouldn't Retire

To live a long life, work forever. At least that's what one of Japan's leading doctors believed -- and he was his own proof. Before his death on July 18, 105-year-old Dr. Shigeaki Hinohara was a practicing physician, a chairman of St. Luke's International University and the honorary president of St. Luke's International Hospital.

By | Monday, July 24, 2017 4:45 pm

What the Decline in the U.S. Dollar Means

The value of the dollar has fallen steadily since the beginning of 2017. To take one example, the number of euros that can be obtained for one dollar has declined to the lowest level in more than a year. The dollar has also declined against the Brittish pound, the Japanese yen and the Chinese renminbi.