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Media Features




What Delayed The Shift From Growth To Value Stocks For So Long?

This is Why You Should Know About Market Rotation Right Now

Chris Kampitsis, CERTIFIED FINANCIAL PLANNERTM professional is featured in Forbes for providing insight on market rotation as a result of the impact of COVID-19.

What Delayed the Shift from Growth to Value Stocks for So Long

Chris Kampitsis, CERTIFIED FINANCIAL PLANNERTM professional provides insight to Chris Carosa of Forbes.

Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.

Want to do a Free Roth IRA Conversion and be Charitable? Here's how.

Ben Soccodato, CERTIFIED FINANCIAL PLANNERTM professional is featured in Barron's, a leading source of financial news, for providing insight on how to do a Roth IRA conversion and be charitable. 


Getting Ready to Retire? Here's a Planning Guide for the 5 Years Before Your Last Day.

Ben Soccodato, CERTIFIED FINANCIAL PLANNERTM professional provides Debbie Carlson from Barron's with insight on how to plan for your last five years before retirement.

Client Centered

What is the Roth IRA 5-Year Rule?

Ben Soccodato, CERTIFIED FINANCIAL PLANNERTM professional is featured in US News & World Report for insight on the Roth IRA 5-Year Rule and its potential taxes and penalties.


When to Buy More Shares and How to Choose What to Buy

Chris Kampitsis, CERTIFIED FINANCIAL PLANNERTM professional provides helpful insight on determining if now is the right time to buy more shares.