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Home > In the Media >In the Press

In the Press

The award-winning Define Financial team is regularly quoted in major
publications such as The WSJ, Bloomberg, Kiplinger, and more!
Check out the most recent features below 👇

Forbes11/2/2020“7 Tips for Long-Term Investing”

Investopedia

Investopedia10/27/2020“Taylor Schulte Ranked #2 Advisor in U.S.”

The Wall Street Journal

The Wall Street Journal09/13/2020“The Biggest Mistakes People Make in a Recession”

Media Outlet Mentions

“Bond Ladders vs Bond Funds: Which Are Best For Portfolios?”

Think Advisor 02/10/2023“Bond Ladders vs Bond Funds: Which Are Best For Portfolios?”

“Some Medicare Beneficiaries are Surprised with Premium Surcharges, Which can Triple Premiums. Here’s How to Appeal and Avoid Them”

Fortune Well 02/02/2023“Some Medicare Beneficiaries are Surprised with Premium Surcharges, Which can Triple Premiums. Here’s How to Appeal and Avoid Them”

“How to Increase the Odds of Meeting Your Money Goals in 2023”

Los Angeles Times 01/07/2023“How to Increase the Odds of Meeting Your Money Goals in 2023”

ThinkAdvisor 08/18/2022“Is The Economy Going to Crash?”

“Investopedia Names Its Most Influential U.S. Financial Advisors of 2022”

07/11/2022“Investopedia Names Its Most Influential U.S. Financial Advisors of 2022”

07/11/2022“Investopedia Names Its Most Influential U.S. Financial Advisors of 2022”

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