News

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

Friday, June 9, 2017

TheStreet

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.

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Fred Imbert of CNBC.com Quotes Bob Phillips in an Article about how Health Care Stocks Led the Market Lower this Week.

Tuesday, May 16, 2017

CNBC.com

Fred Imbert of CNBC.com quotes Bob Phillips, managing principal of Spectrum Management Group, in an article about how health care stocks led the market lower this week. Phillips notes that the fall is reflective of uncertainty surrounding government legislation on health care.

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Liz Skinner of Investment News Quotes Tia Lee in an Article about Keeping Clients Within Spending Limits

Thursday, May 11, 2017

Investment News

Liz Skinner of Investment News quotes Tia Lee, director of wealth planning at Spectrum Management Group in an article about keeping clients within spending limits. She has compulsive spenders budget their lives, not their money.

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Leslie Thompson Contributes to The Smarter Investor Blog on U.S. News & World Report, Discussing Trump's Tax Plan.

Thursday, May 11, 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 what individuals and businesses need to know about Trump's tax plan. Leslie suggests tax loss harvesting, accelerating itemized deductions this year and shifting income into next year as ways to take advantage of lower future taxes.

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Cameron Huddleston of GOBankingRates Features Leslie Thompson in a Piece about Ways to Protect Yourself Against Financial Emergencies.

Wednesday, May 3, 2017

GoBankingRates

Cameron Huddleston of GOBankingRates features Leslie Thompson, managing principal of Spectrum Management Group in a piece about ways to protect yourself against financial emergencies such as job loss or identity theft.

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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."

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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.

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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.

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From Our Blog

By | Friday, June 16, 2017 8:37 am

Why Kids Should Stash Summer job Cash in a Roth IRA

A summer job is the perfect opportunity for parents to introduce kids to some smart money habits, such as saving. And there's a good case to be made for putting at least a portion of each paycheck in a Roth individual retirement account.

By | Wednesday, June 14, 2017 8:30 am

To Raise Better Kids, Say No

Despite the temptation for parents to say yes to their children's wishes, research shows there's an insidious side to chasing after the newest thing others have. It fosters a sense of deficiency that can never be fully satisfied.

By | Monday, June 12, 2017 1:04 pm

Video: An Introduction to Exchange-Traded Funds (ETFs)

Exchange-traded funds (ETFs) offer investors the ability to diversify over an entire sector or market segment in a single investment. Find out how they are created and what they can do for your portfolio.