IN THE PRESS CONTINUED… San Diego Downtown News, June 3, 2016 – “Five tax experts share their best tips for 2016” WSJ, May 18, 2016 – “Why One Adviser Switched to Charging Retainer Fees” Kiplinger, April 1, 2016 – “What To Do When Markets Plunge” Fiscal Times, March 24, 2016 – “9 Ways the Rich Maximize Their Tax Breaks (Some You Can Use, Too)” Financial Planning Magazine, March 4, 2016 – “How to be a Millennial Magnet” Forbes, February 28, 2016 – “13 Financial Advisors Share The Worst Financial Mistakes They Have Ever Seen” CNN Money, February 25, 2016 – “The best way to save for a down payment” Yahoo! Finance, February 16, 2016 – “The Best and Worst Ways to Spend Your Tax Refund” WSJ, January 13, 2016 – “Financial Advisers Focus on Niches to Grow” San Diego Magazine, January 1, 2016 – “Five Star Wealth Manager Award”
