News

Bob Phillips is quoted in a piece by Fred Imbert on the Market's Reaction to the Federal Reserve's Meeting and Pending Jobs Report.

CNBC.com

Bob Phillips, managing principal of Spectrum Management Group, is quoted in a piece by Fred Imbert on the market’s reaction to the Federal Reserve’s meeting and pending jobs report. "After coming off of Jackson Hole...all the attention is now to the jobs report. If it comes out to be a decent number, I think the market will sell off," says Phillips.

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This article also appeared on: Yahoo! Finance

Leslie Thompson is Featured in a Piece about why Clients Might Want to Refuse an Inheritance.

TheStreet

Mark Henricks features Leslie Thompson, managing principal of Spectrum Management Group, in a piece about why clients might want to refuse an inheritance. Thompson discusses the benefits of disclaiming, but notes that "when you disclaim, you can't get it back. So you have to make sure the beneficiary does have sufficient assets."

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Karen DeMasters Features Leslie Thompson in an Article on How Advisors Can Help Clients Dealing with Dementia.

Financial Advisor

Karen DeMasters features Leslie Thompson, managing principal of Spectrum Management Group, in an article on how advisors can help clients dealing with dementia. Thompson notes that the client and advisor should agree ahead of time who the advisor can reach out to and what she is allowed to discuss.

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Bob Phillips Discusses Monetary Policy's Impact on Gold Miners on The Smarter Investor Blog on U.S. News & World Report.

U.S. News & World Report

Bob Phillips, managing principal of Spectrum Management Group, contributes to The Smarter Investor blog on U.S. News & World Report to discuss monetary policy’s impact on gold miners. As central banks try to stimulate economic growth by creating money out of thin air, it generates a natural demand for gold as a hedge to currency devaluation. Phillips makes a case for gold miners, noting three sources of returns in the form of leverage to gold prices, potential for dividend growth and growth in valuation.

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This article also appeared on: Yahoo!

Leslie Thompson Discusses Managing Family Finances While Taking Care of an Elderly Parent with Ryan Derousseau of U.S. News & World Report.

U.S. News & World Report

Leslie Thompson, managing principal of Spectrum Management Group, is featured in an article by Ryan Derousseau of U.S. News & World Report about managing family finances while taking care of an elderly parent. "It can be a really touchy conversation. For some families, talking about financial matters is pretty taboo," says Thompson, who advises clients on the best way for adult children to gauge their aging parents’ financial security.

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Luzi-Ann Javier of Bloomberg Features Bob Phillips in a Piece on How the U.S. Labor Market is Affecting the Gold Market.

Bloomberg

Luzi-Ann Javier of Bloomberg features Bob Phillips, managing principal of Spectrum Management Group, in a piece on how the U.S. labor market is affecting the gold market. "You’ve got England, Europe and Japan all expanding their monetary easing by printing money. I think gold prices will probably continue to move higher," says Phillips.

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Leslie Thompson Discusses Fees for Extra Services Provided with Karen DeMasters of Financial Advisor

Financial Advisor 

Karen DeMasters features Leslie Thompson, managing principal of Spectrum Management Group, in an article on whether financial advisors should charge clients for the extra services they provide. "We do not adjust the fee schedule for that extra time. Even without any cognitive decline in clients, things can come up that take extra time. Only if we start adding more services, such as bill paying, do we charge extra," says Thompson.

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Leslie Thompson Discusses the Knowledge She Has Gained by Being a Certified Divorce Financial Analyst with Donald Jay Korn of Financial Planning.

Financial Planning 

Donald Jay Korn of Financial Planning features insight from Leslie Thompson, managing principal of Spectrum Management Group, on how an additional designation can help boost a practice. Thompson discusses how the knowledge she has gained by being a Certified Divorce Financial Analyst has helped her have better discussions with clients facing divorce. "Besides running scenarios to evaluate options for dividing assets tax efficiently, I also evaluate cash flows," Thompson says.

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