In the Media
American Private Wealth is widely respected for its objective viewpoint and keen insights on the global and local financial landscape. Media platforms such as Time Magazine, Investment News, and BBC regularly seek our thoughtful and informed perspective on happenings in the financial world. The articles and clips below constitute the archive of the Firm’s featured insights.
The opinions voiced in this show (program) are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.
The complications of investing in China – Investment News Apr 8 2024
How to spot a fad investment and help clients avoid one – Financial Planning Apr 3 2024
How financial advisors can manage ETF interest – Financial Planning – Mar 22 2024
Mega Millions jackpot hits $977 million. What to know if you win – CNBC Mar 20 2024
Millennial and Gen Z wealth is growing quickly – Financial Planning – Mar 8 2024
Ask an advisor – I was laid off. How can I keep saving – Financial Planning Mag Feb 27 2024
Retirement planning egos are inflated for most – Investment News Feb 14 2024
Advisors run through tax season checklist – Inv News – Jan 24 2024
If I convert my whole 401(k) to Roth – MarketWatch July 13 2023
Financial advisors want more bitcoin – study – Inv News Jan 8 2024
Is a spot Bitcoin ETF a good investment – Financial Planning Jan 18 2024
I’m in my 70s and doing Roth conversions, but I’m not sure I’m doing it right – MarketWatch – Aug 1 2023
Pro bono work – Financial Planning Sept 19 2023
Romance scams are most likely in these 10 states – Financial Planning July 15 2022
Should I divest from China – Financial Planning Oct 3 2023
The 10 worst mutual funds of the decade – Financial Planning – Nov 8 2023
The Great Annuity Debate – Financial Planning Dec 20 2022
Investors ‘very concerned’ about 2024 presidential election – Investment News Nov 16 2023
How to Invest in an IPO – Bloomberg – Sept 14 2023
Israel-Hamas Conflict Draws Muted Response on Wall Street – ETF.com – Oct 9 2023
Mortgage basics_ What they are, how they work – CNBC – Aug 1 2023
After Dave Ramsey unleashes on 4% rule, advisors unleash on him – Inv News Nov 30 2023
Back off, Burry! Advisors not buying into fund manager’s bearish call – Inv New – Aug 17 2023
Financial Advisors Grapple With Fed Policy – ETF.com – Sept 21 2023
Gen Z is expecting a 40-year retirement. Good luck, experts say – Yahoo Finance – June 25 2023
Gold IRA, rare coin sellers find a home with inexperienced investors – Inv News -Aug 22 2023
High earners save 40% or more with NYC-Austin move – Financial Planning July 31 2023
How can I get on track. Cross border planning issues – MarketWatch – Oct 23 2023
How should I counsel my politically pessimistic clients – Financial Planning Mar 27 2023
10 worst mutual funds of the decade – Financial Planning Nov 8 2023
20 highest-performing bond ETFs of the past decade – Financial Planning Dec 6 2023
20 index funds of the decade – Financial Planning Nov 17 2023
Advisors divided ahead of SEC bitcoin ETF decision – Wealth Professional Canada – Jan 10 2024
BlackRock bitcoin ETF has crypto fans wondering about SEC change of course – Inv News June 17 2023
Is a Brokerage Sweep Account a Good Place to Earn Interest – Nerd Wallet May 1 2023
What Advisors Think of ESG – Investment News – Apr 3 2023
SVB failure has advisors questioning deeper risks in US banking system – Inv News Mar 10 2023
What Happens When Someone Dies without a Will – Silver Century Foundation – Feb 8 2023
Stock pullback has more advisers diversifying away from asset-based fees – Inv News Dec 20 2022
Advisers should brace for the relentless case for direct indexing – Inv News Dec 2 2022
Advice industry tilts toward model portfolios to build scale – Inv News Oct 12 2022
Powell has picked sides, but which is worse for you_ inflation or recession_ – MarketWatch Sept 22 2022
As Fed battles inflation, financial advisers brace for recession fallout – Investment News Sept 19 2022
‘They’re Not Required to Tell You That, but You Should Know.’ – The WealthAdvisor – Aug 9 2022
Investors Have Put $43 Billion in Dividend-Paying Funds This Year – NBC Boston July 19 2022
Before You ‘Chase Dividends,’ Here’s What to Know – NBC 5 Dallas-Fort Worth July 19 2022
Before you ‘chase dividends,’ here’s what to know – CNBC July 19 2022
Asset-based advisory fees stuck between inflation and a hard place – Inv News June 10 2022
Real estate funds with the largest gains over the past 10 years – Financial Planning – April 28 2022
4 questionable, but legal, things some financial advisers do with your money – MarketWatch May 9 2022
Advisers place little faith in Biden’s ‘billionaire tax’ – Inv News – Mar 29 2022
Financial advisers scramble for footing amid the stock market’s wild ride – Inv News – Mar 6 2022
My wife and I will have $250K in a retirement emergency fund — what’s the best way to store that cash – MarketWatch Mar 5 2022
JPMorgan Chase, UNC accelerate HBCU scholarship applications – Financial Planning Magazine Mar 1 2022
Advisors Plop Down The Welcome Mat To Impress Prospective Clients – IBD Mar 2022
Financial advisers downplay the impact of Russia’s invasion of Ukraine – Inv News Feb 24 2022
How Russian invasion of Ukraine impacts financial advisers – Inv News Feb 17 2022
How to Find Forgotten 401(k) Accounts – AARP Feb 10 2022
‘I don’t know if it’s worth dealing with tenants’_ Should I convert my home into a rental, or sell it – MarketWatch Feb 9 2022
Should I Convert My Home Into A Rental Property – MarketWatch Feb 8 2022
7 red flags that signal it’s time to dump your financial adviser – MarketWatch Feb 1 2022
On inflation, advisers hope for the best, prepare for the worst – InvestmentNews Nov 22 2021
Short-term ESG performance shines light on active management – InvestmentNews Oct 29 2021
As Bitcoin Spreads, Wall Street Seeks To Cash In – Associated Press – OLTNEWS – Oct 20 2021
As Bitcoin Goes Mainstream, Wall Street Looks to Cash in _ The National Herald Oct 20 2021
As Bitcoin goes mainstream, Wall Street looks to cash in – Spectrum News – Oct 20 2021
As Bitcoin goes mainstream, Wall Street looks to cash in – BigCountryHomepage – Oct 20 2021
As Bitcoin goes mainstream, Wall Street looks to cash in – ABC News Oct 20 2021
Age of cryptocurrency_ As Bitcoin goes mainstream, Wall Street looks to cash in – Republic World Oct 20 2021
Wall Street looks to monetize as Bitcoin becomes mainstream – Fuentitech Oct 20 2021
Wall Street looks to cash in on Bitcoin _ CTV News – Oc 20 2021
Wells Fargo partners with eMoney – Financial Planning Magazine – Sept 28 2021
First Bitcoin-linked ETF begins trading in latest cryptocurrency milestone _ NewsNation Now Oct 20 2021
Why more advisers are taking the free dinner seminar off the menu – Inv News Sept 21 2021
How to Pay for College When You Don’t Get Financial Aid – Money Magazine – July 21 2021
How to Get Politicians to Listen and Act – Investors Business Daily July 19 2021
ETF track records are becoming an afterthought for advisers – Inv News June 9 2021
What’s next for the financial advisor office after COVID-19 pandemic lockdown – Financial Planning June 8 2021
What’s next for the financial advisor office after COVID-19 pandemic lockdown – Financial Planning June 8 2021
Fidelity Is Letting Teens Trade – Good Idea Bad Idea – Advisors Weigh In – Wealth Mgmt May 21 2021
More advisers are abandoning traditional offices for remote worksites – Investment News May 10 2021
Advisers express skepticism about Warren’s wealth tax – InvestmentNews mar 1 2021
Advisors Share Woes of Being Stuck in Texas’ Fluke Winter Snowstorm – Wealth Mgmt Feb 18 2021
Advisers ponder systemic risks to markets posed by GameStop – Inv News Jan 27 2021
How to choose the best 529 plan for college savings – Financial Planning – Dec 29 2020
Stock are soaring, and most Black people are missing out – The Westside Gazette – Dec 2020
5 things to do on Election Night instead of freaking out – MarketWatch Oct 29 2020
Here’s how to handle an unexpected windfall of money – CNBC Oct 22 2020
Stocks are soaring, and most Black people are missing out – Associated Press Oct 12 2020
Should I take out a personal loan to invest – Fox Business Oct 8 2020
Advisors React to Times Report on Trump’s Tax Returns – ThinkAdvisor – Sept 28 2020
This investor just inherited 7,000 shares of Apple — MarketWatch Aug 23 2020
ETF market continues searching for the perfect expense ratio – InvestmentNews July 21 2020
Financial advisers take political views to Twitter – InvestmentNews Aug 18 2020
Advisers give Donald Trump the edge over Joe Biden in reelection bid – Investment News Jun 1 2020
LPL Financial advisor with coronavirus buoyed by succession plan Financial Planning – May 27 2020
How to Buy Gold – Money Magazine – May 27 2020
Your small business and COVID-19 questions, answered – Reuters May 14 2020
Transparency With Diana B._ From Riches to Refugee – April 29 2020
COVID-19 Positive_ How One Advisor Is Coping With the Virus – Wealth Mgmt Apr 28 2020Transparency With Kashif Ahmed – Podcast Ep 10 April 2020
Pandemic fallout sends consumers racing toward financial planners – InvestmentNews April 23 2020
Motif Investing closes – InvestmentNews – April 20 2020
How to get bond-like protection with stock-type returns – CNBC April 19 2020
Acts Of Kindness By Advisors Help Support Heroic Efforts In Communities _ Investor’s Business Daily Apr 19 2020
Your questions on the lockdown and U.S. small business answered – Reuters April 15 2020
Your questions on the lockdown and U.S. small business, answered _ One America News Network – April 15 2020
Your Money Get Aid or Go Bust Small Businesses Face Dilemma – The New York Times Apr 13 2020
Your Money_ Get aid or go bust_ Small businesses face dilemma – One America News Network Apr 13 2020
Fed’s rescue efforts leave advisers hopeful — and confused – InvestmentNews April 10 2020
Advisors Hit Hurdles in Applying for PPP Loans – Wealth Creation Investing Apr 8 2020
Advisors Hit Hurdles in Applying for PPP Loans – Wealth Mgmt Apr 8 2020
Virtual and remote work will outlast coronavirus pandemic – Bank Investment Consultant Apr 8 2020
Investment professionals say ‘don’t panic’ amid coronavirus fears – NY Post – Apr 4 2020
Here’s why holding individual stocks can come back to hurt you – CNBC – Apr 3 2020
Entering retirement in the middle of a health and financial crisis_ How to handle your money and your emotions – MarketWatch Mar 26 2020
How COVID-19 is driving new financial planning business – InvestmentNews Mar 24 2020
How Are Advisors Staying Sane During the COVID-19 Pandemic – Wealth Mgmt – Mar 18 2020
The stock market’s in turmoil. The economy feels shaky. What do I do – The Boston Globe – Mar 9 2020
Vanguard puts private-equity investments on the menu – InvestmentNews Feb 5 2020
Put podcasting on the to-do list for 2020 – InvestmentNews Jan 17 2020
No, US-Iran tension is not a reason to invest retirement money in gold — MarketWatch Jan 8 2020
Like the markets, advisers largely shrug off Iran threat – InvestmentNews Jan 7 2020
Vanguard eliminates trading fees for stocks and options – InvestmentNews Jan 2 2020
How the wealthy can pay less for college – Financial Planning Dec 30 2019
Who Should Love and Who Should Hate Robos – Fin Advisor IQ – Nov 21 2019
Social Media Study Shows Older Advisors are Savvier on Social Media Than Younger Advisors Wealth Mgmt Nov 15 2019
Red Flags Advisors Must Watch for to Avoid Insufferable Clients – RIA Intel Nov 12 2019
What to do if your parents need financial help – Assoc Press Nov 11 2019
Does the financial planning profession need a standardized degree – Financial Plannng Mag Nov 1 2019
The key to avoiding mutual fund capital gains distributions – Inv News Oct 22 2019
The downside to Charles Schwab and TD Ameritrade eliminating trading fees – MarketWatch Oct 16 2019
GE freezes worker pensions – MarketWatch Oct 11 2019
Charles Schwab and TD Ameritrade Eliminate Trading Fees – Barrons Oct 4, 2019
Moneysaving 101 – Four ways to cut college textbook costs – Reuters Aug 21 2019
Should you get life insurance for your child – Policygenius July 30 2019
Advisers View Diversity As Complex – Inv News July 26 2019
Morningstar emphasizes fees performance in upgrade of fund ratings – Inv News July 8 2019
Fed signal sends advisers into fixed-income scramble – Inv News June 21 2019
Advisors Wary of Dems Socialist Message – Fin Advisor Mag June 2019
What Your Attire Says About You As An Advisor – AdvisorNews May 31 2019
Tony Robbins Loses RIA Role – Inv News May 24 2019
Some parents use insurance to protect the cost of their kids’ education – CNBC May 9 2019
The longest bull market in history can’t shake the skeptics – Inv News May 3 2019
Advisers put fundamentals ahead of sell-in-May warning – Inv News May 1 2019
Attack of the Twitter trolls – On Wall Street – Mar 19 2019
Ask lots of questions before buying an annuity – Chicago Tribune Mar 13 2019
Ask lots of questions before buying an annuity – Richmond Times-Dispatch Mar 9 2019
Financial advisers take issue with Democratic plans to tax the rich – Inv News Mar 6 2019
Financial Advisers Key on the Lefts Loony Tunes Plans to Soak the Rich – Money and Markets Mar 7 2019
LPL Magazine Fall 2018 March 2, 2019
Annuities Pitched With a Free Dinner – Kiplinger Jan 31 2019
LPL Moves to Protect Future Trail Commissions on Variable Annuities – Wealth Mgmt Jan 24 2019
Advisers see more clients seeking second opinions – Inv News Jan 23 2019
Should planners text with their clients – Financial Planning Mag Jan 15 2019
Cash is King – Barrons Jan 7 2019
LPL MWP Enhancements – Wealth Mgmt Dec 20 2018
Alexa buy me 10 shares of Boeing – CBS MarketWatch Oct 24 2018
Stock market pullback brings out the buyers – Inv News Oct 24 2018
As consolidation continues what happens to the solo practitioner – Inv News Oct 20 2018
Market volatility brings alternative investments back into focus – Inv News Oct 19 2018
Why Advisors Still Use Mutual Funds – Horsesmouth – Oct 11 2018
Advisers warn against fleeing stocks in favor of bonds – Inv News Sept 17 2018
Advisers struggle with the highs and lows of marijuana investing – Inv News Sept 20 2018
LPL Improvements – Financial Planning Mag Aug 2018
Advisers home in on HENRYs overlooked by banks retirement-plan providers – Inv News Aug 15 2018
Custodians ponder charging RIAs asset-based fees – Inv News Aug 9 2018
LPL Tech Integrations – FP Magazine Aug 1 2018
Active Management – All About Alpha – Aug 1 2018
Fidelity resets the fee-war bar with zero-expense index funds – Inv News Aug 1 2018Credit cards – WalletHub July 16 2018
Advisers take a short-term view of trade skirmishes – Inv News June 29 2018
Advisors Weigh in on DOL Fiduciary Rule’s Final Demise – Fin Times Jun 26 2018
Morningstar evolving well beyond its origins – Inv News May 26 2018
SEC warns advisers to toe the line on fees – Inv News Apr 12 2018
The Scary Truth About Bitcoin and How It Could Ruin Your Retirement – Mar 3 2018
Fidelity unlikely to scrap star system – Inv News Feb 28 2018
Stop Pedaling in Mud Curing Couples Financial Spats Financial Planning Mag Feb 17 2016
Should I … have a client advisory board Financial Planning Mag 12-13-17
RIAs hedge market risk with actively managed funds – Inv News Dec 28 2017
Advisors Caution About Going Independent Under Tax Reform – InsuranceNewsNet Dec 19 2017
Bert Jacobs LPL Focus conference – 9 amazing conference speakers from 2017 Investment News
Even advisors can get bad business advice – On Wall Street Mar 14 2017
Want to have bitcoin in your retirement account Read this first – MarketWatch 12-1-17
Risky ETF’s – Financial Planning Magazine June 2017
Start Planning Now to Care for Elderly Parents 5 Tips – Newsmax Finance 10-11-17
Start planning now to care for elderly parents – Nasdaq 10-11-17
Start planning now to care for elderly parents – The Fiscal Times – 10-11-17
Armed forces personnel need the help of financial advisers – Inv News Sept 30 2017
Members of local communities and clergies come together at Burlington temple – Wicked Local Aug 22 2017
Odds are the $700M Powerball winner will need lots of advice – Inv News Aug 23 2017
Older American Raid Retirement Savings – Bankrate Sept 23 2015
Evening of fellowship in Burlington unites religious groups – Nov 21 2016
Leveraged ETFs Offer Promise – and Danger – Fiscal Times Aug 22 2017
Leveraged ETFs Offer Promise – and Danger – OANN Aug 22 2017
Leveraged ETFs Offer Promise – and Danger – Newsmax Aug 22 2017
How to invest in frontier markets – Investment News 9-6-17
North Korea – How should advisers react – Inv New Aug 11 2017
On Social Security, financial advisers tell clients to not count on much – Inv News July 27 2017
What financial advisors recommend you do with your bond portfolio as the Fed – CNBC June 14 2017
Advisers wary of bitcoin vindicated after big drop – Inv News June 12 2017
Financial advisers do whatever it takes to avoid talking politics with clients – Inv News June 2 2017
Trumps tax plan could be big win for RIAs – Inv News Apr 26 2017
Can low-volatility ETFs help reduce client risk Financial Planning Apr 25 2017
Can low-volatility ETFs help reduce client risk Bank Investment Consultant Apr 25 2017
How to handle getting fired by a client – Inv News May 2017
Financial advisers bristle at SEC’s pitch to redefine ‘accredited investor’ – Inv News Feb 27 2017
What Fed rate hikes mean for retirees – Inv News Feb 24 2017
Only 6 percent of people plan to use their tax refund for splurges this year – CNBC Mar 6 2017
This year’s hot tax trend… saving not splurging – Nightly Business Report Mar 6 2017
RIAs make the case for charging on a clients total net worth – Inv News Mar 21 2017
Fiduciary rule delay prompts snark, cheers and outrage on Twitter – Financial Planning 2-3-17
ETF Market Shows Little Sign Of Slowing Down _ Insurance News Magazine Feb 2017
Hopping on ETF wagon_ Tread carefully, advisors say – CNBC 1-10-17
Rabbi Susan Abramson reaches out to other faiths in pursuit of understanding – Boston Globe 1-6-2017
Burlington, Bedford Interfaith panel – Burlington Union 1-9-17
RIAs find it easy to justify spending more on technology in 2017 – Inv News 12-27-16
Millennials Get Trumped in ETF Market – InsuranceNewsNet 12-27-16
What to do with your bond portfolio before rates rise – CNBC Dec 12 2016
ETF Market Shows Little Sign Of Slowing Down – InsuranceNewsNet Dec 15 2016
Small Independent BDs Stand To Lose A Lot Under DOL Rule
Small Independent Broker Dealers Stand To Lose A Lot Under DOL Rule -Trusted Advisor Dec 7 2016
Evening of Fellowship in Burlington Unites Religious Groups
What’s driving the decade of outflows from actively managed mutual funds
Moving Abroad if Trump or Clinton Wins
SEC uses F-Squared saga to drive home due diligence message
Advisers brace for the transition toward a President Trump
Small-cap stocks have more room to run Oct-10-2016
Advisers weigh pros and cons of Janus-Henderson merger
Check Your Bond Funds Before Interest Rates Rise – CNBC Sept 26 2016
Check your bond funds before rates rise Nightly Business Report Sept 26, 2016
Your bond funds may be a ticking time bomb Yahoo Finance UK Sept 26, 2016
Your bond funds may be a ticking time bomb Yahoo Finance US Sept 26, 2016
MFS Has What Managers Crave -Bloomberg Sep 21, 2016
MFS Has What Managers Crave – Wealth Management-Sep 21, 2016
MFS Stands Out as Mgmt Success -Business Day S Africa Sep 21 2016
Bonds Not Cutting It ETF Trends-Sept 21 2016
Investors Pour into MFS Actively Managed Stock Funds-Investment News Sep 21, 2016
Startup’s Tranparency Gambit Pits Advisors against Each Other
Seder Celebrates American Immigrants
Financial advisers navigate Federal Reserve comments and Hillary Clinton’s health
Markets, financial advisers get nervous as Trump closes in on Clinton
ETF’s shuttering at record pace
why-financial-advisors-hate-elizabeth-warren
Dividends-for-Income
Stock Indexes Hit Record Highs
Precious metals funds ride gold trade to 120% rally – Investment News Aug 5 2016
Horror Stories_ When You Die Without A Will – Forbes June 30 2016
This Huge, Quirky Stock Fund Beats the Market Year In and Year Out _ TIME Magazine July 6 2016
Democrat’s financial transactions tax splits adviser ranks – Investment New July 14 2016
As stock market soars, financial advisers batten down the hatches – Inv News July 11 2016
Rich Shift Property Investment Focus After Brexit FA Magazine July 8 2016
Brexit Might Yield Some UK Bargains – InsuranceNewsNet 7-6-16
FLPSX Money Magazine June 2016
Adviser trade groups tap tech vendors as an extra perk for members – IN 5-17-16
Advisers take heed_ Investment crowdfunding coming soon to a client near you 3-16-16
Advisors Reassuring Jittery Clients Amid A ‘Nutty Market’ _ Insurance News Net 1-7-16
Breaking up with your adviser for a robot is hard to do _ Reuters – 11-10-15
Do you have a disaster recovery plan CNBC 4-21-16
Financial advisers, analysts shrug off recession fears 2-29-16
Financial Advisor IQ – Rise of Robos Push Advisors to Reposition Practices 12-8-15
Interest Rates Headed Up – Investment News 12-11-2015
Investing in India is gaining appeal with advisers 1-19-16
Investors pile into gold funds, ETFs Investment News 3-4-16
Market volatility has some advisers tactically buying stocks 2-1-16
Microsoft killing support for older Internet Explorer spells trouble 1-7-16
Microsoft-LinkedIn deal could boost adviser productivity, expand client base – IN 6-13-16
Odds are, the Powerball winner will need lots of advice 1-12-16
Planning For Death – Investment News 12-8-15
Private Equity for Public Investors – 4-25-16 Analyst Market
Private Equity for Public Investors – 4-25-16 NREI Wealthmanagement.com
Prudential Total Return Bond Fund – Bloomberg 10-29-15
Smart Financial Advisors Choose The Right Image To Win Over Clients – Investors Bus Daily 12-21-15
Smoking out the right way to invest in the marijuana movement – Inv News 4-12-16
Stock market fall raises new questions about the Fed’s monetary policy 1-21-16
Trade Group CEO Pay – Investment News 12-1-15
What’s driving the decade of outflows from actively managed mutual funds – IN 5-8-16GLCC ChamberChat Segment 4-25-16
Here’s How to Give Graduates Stock as a Gift – MONEY 5-19-16
IBD article – Picking the right image