News

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

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

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.

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

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.

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

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.

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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.

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.

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

DailyWorth

Nancy Mann Jackson of DailyWorth features Leslie Thompson, managing principal of Spectrum Management Group, in a 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."

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Bob Joined Nightly Business Report to Share his Market Outlook on Donald Trump's Inauguration Day.

Nightly Business Report

On Donald Trump’s inauguration day, Bob discussed stocks investors should consider buying during the administration’s first 100 days. Bob explained that under Trump, three changes to keep an eye on include regulatory relief, infrastructure spend and tax relief. With that in mind, Bob offered Valero Energy, U.S. Bancorp and United Continental as stocks to consider, noting their potential growth.

Click here to watch Bob's segment (18:34 mark)

 

Chris Ciaccia of TheStreet Features Leslie Thompson in a Piece about the Benefits of Companies' Dividend Growth Potential to an Investor's Portfolio.

TheStreet

Chris Ciaccia of TheStreet features Leslie Thompson, managing principal of Spectrum Management Group, in a piece about the benefits of companies’ dividend growth potential to an investor’s portfolio. "We like companies that have the ability and willingness to grow their dividends over time and from a total return and income perspective, you'll generate better returns over time," says Thompson. She cites Goldman Sachs and JPMorgan Chase as two stocks she likes.

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