News

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

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.

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

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.

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

InvestmentNews

Liz Skinner of InvestmentNews 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.

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.

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.

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.

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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