News

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

Investment News

Jeff 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."

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

MarketWatch

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

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Bob Phillips Discusses the Current Market Landscape with Fred Imbert of CNBC.com

CNBC.com

Fred Imbert of CNBC.com 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.

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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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