News

Jeff Reeves of USA Today Quotes Leslie Thompson in an Article about Filing a Tax Extension.

Monday, April 17, 2017

USA Today

Jeff Reeves of USA Today quotes Leslie Thompson in an article about filing a tax extension. "Early and timely filing reduces the risk that fraudsters file a fraudulent return prior to your filing," she says. "So while filing for an extension is a simple process, filing your return by the original due date is advised."

Click here to read the article.

Leslie Thompson Contributes to The Smarter Investor Blog on U.S. News & World Report Discussing how Investors can Manage Risk.

Thursday, April 13, 2017

U.S. News & World Report

Leslie Thompson contributes to The Smarter Investor blog on U.S. News & World Report, discussing how investors can manage risk. Thompson suggests defining your time horizon, utilizing dollar-cost averaging and diversifying your investments as ways to help stay focused when making investment decisions.

Click here to read the article.

Ken Rapoza of RIA Channel Features Bob Phillips in an Article about Investing in Gold and Silver.

Wednesday, March 29, 2017

RIA Channel

Ken Rapoza of RIA Channel features Bob Phillips, managing principal of Spectrum Management Group, in an article about investing in gold and silver. Phillips discusses entering a bull gold market. "If money begins moving into precious metals due to fear, silver likely goes up fater than gold to bring the long-term ratio more back in line," he says. The opposite is also true - once the move higher starts to settle down for gold, then silver's price tends to drop quicker.

Click here to read the article.

Karen DeMasters of Private Wealth Quotes Leslie Thompson in an Article about the Transfer of Wealth to the Next Generation.

Tuesday, March 21, 2017

Private Wealth

Karen DeMasters of Private Wealth quotes Leslie Thompson, managing principal of Spectrum Management Group, in an article about the transfer of wealth to the next generation. Thompson discusses the firm's work with high net worth clients, and explains that many people are not having conversations about this topic because they do not know how to start talking about it or what to say.

Click here to read the article.

Leslie Shares Tips for Avoiding Identity Theft in her Latest Piece for The Smarter Investor blog on U.S. News & World Report.

Thursday, March 9, 2017

U.S. News & World Report

Leslie Thompson, managing principal of Spectrum Management Group, shares tips for avoiding identity theft in her latest piece for The Smarter Investor blog on U.S. News & World Report. She suggests filing your income tax returns as soon as possible, using strong passwords and security software, as well as learning to recognize and avoid phishing emails, threatening calls and texts.

Click here to read the article.

Theresa Mears of U.S. News & World Report Quotes Leslie in a Piece About Cutting Estate Taxes Through Charitable Donations.

Friday, March 3, 2017

U.S. News & World Report

Theresa Mears of U.S. News & World Report quotes Leslie Thompson, managing principal of Spectrum Management Group, in a piece about cutting estate taxes through charitable donations. Thompson highlights the importance of keeping enough assets to live comfortably. "The person needs to be sure those are assets that they're not going to need," she says.

Click here to read the article.

This article also appeared on: Yahoo! Finance

Leslie Thompson Contributes to The Smarter Investor Blog on U.S. News & World Report Discussing the Rise of the Financial Sector Post-Election.

Tuesday, February 14, 2017

U.S. News & World Report

Leslie Thompson, managing principal of Spectrum Management Group, contributes to The Smarter Investor blog on U.S. News & World Report, discussing the rise of the financial sector post-election. She notes Berkshire Hathaway and U.S. Bancorp as two stocks with room to advance, which investors should keep an eye on.

Click here to read the article.

Nancy Mann Jackson of DailyWorth Features Leslie in a Piece on How the New Administration will Affect Taxes.

Tuesday, January 24, 2017

DailyWorth

Nancy Mann Jackson of DailyWorth features Leslie Thompson, managing principal of Spectrum Management Group, in piece on how the new administration will affect taxes. Thompson recommends focusing on financial strategies that are smart in any tax environment. "Remember that tax policy will change many times over the course of one’s life," she says. "Having a sound savings plan will be important, regardless of current tax code to ensure success in the future."

Click here to read the article.

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From Our Blog

By | Thursday, April 20, 2017 10:00 am

Financial Spring Cleaning: Which Documents to Save and Which Papers to Toss

If you're engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. Specific rules may vary depending on the asset, transaction or expense but generally, you want to make sure that your electronic records are as accurate (and legible) as your paper records and easily accessible.

By | Tuesday, April 18, 2017 10:00 am

Financial Spring Cleaning: Are you Asking for Trouble with Paperless Credit Card Statements?

 

When it comes to tracking your spending, credit card statements are often a crucial (but mundane) part of that. It is by combing through statements where you might catch billing mistakes or spot mysterious charges that could indicate fraud or identity theft.

By | Thursday, April 13, 2017 9:56 am

Filing for an Extension on your Taxes doesn't Necessarily Mean an Audit. Here's Why

What should you do if you can't finish your tax return on time of if you don't have the money to pay your taxes now? There is a common belief that you should be among the masses filing by the April deadline so you don't draw attention to yourself from the IRS and bring on an audit.