Members in the News

If you have been in the news recently, send us your name, company, and information about the article (including date published) to admin@fpama.org and we will post it here.

FPA MA's Eric Roberge, CFP®, Quoted in Market Watch

FPA MA’s Eric Roberge, CFP®, Quoted in Market Watch, Why many financial advisers use someone else to manage their own money.

http://www.marketwatch.com/story/why-some-financial-advisers-use-someone-else-to-manager-their-own-money-2017-04-12

FPA MA's Eric Roberge, CFP®, Quoted in CNBC Make It.

FPA MA’s Eric Roberge, CFP®, Quoted in CNBC Make It, Here’s how much you need to save to afford to buy a home.

http://www.cnbc.com/2017/04/12/how-much-you-need-to-save-to-afford-to-buy-a-home.html

FPA MA's Kashif Ahmed Quoted in Investment News

FPA MA’s Kashif Ahmed Quoted in Investment News, RIAs make the case for charging on a client’s total net worth.

http://www.investmentnews.com/article/20170321/FREE/170329990/rias-make-the-case-for-charging-on-a-clients-total-net-worth

FPA MA's Eric Roberge, CFP®, quoted in Boston Globe

FPA MA’s Eric Roberge, CFP®, quoted in Boston Globe, Health Savings Accounts Could Be Set For Big Growth.  

https://www.bostonglobe.com/business/2017/01/06/this-could-breakout-year-for-health-savings-accounts/Kx3mwiaGzgQF5HbQDiKfVM/story.html

 

FPA MA member Kashif Ahmed, CFP®, quoted in CNBC

FPA MA member Kashif Ahmed, CFP®, quoted in CNBC- “If those ETFs had been mutual funds, we would have had to wait until the end of the day to make trades,” said Ahmed, a certified financial planner and the founder and president of American Private Wealth. “If you want to act on an idea and your money is in mutual funds, the opportunity might be gone by the end of the day.”

http://www.cnbc.com/2017/01/09/hopping-on-etf-wagon-tread-carefully-advisors-say.html

FPA MA's Elliot Herman Quoted in CNBC.com

“Managing the fixed-income portion of your portfolio in a rising-rate environment is a delicate balancing act”- Elliot Herman CFP®, CPA

http://www.cnbc.com/2016/09/13/prepare-your-portfolio-for-rising-rates.html

FPA MA's Kashif Ahmed quoted in Investment News

Kashif Ahmed quoted in Investment News, “Advisers Weigh Pros and Cons of Janus-Henderson Merger”.

http://www.investmentnews.com/article/20161003/FREE/161009992/advisers-weigh-pros-and-cons-of-janus-henderson-merger

FPA MA Chair - Dan Galli quoted in CNBC

You may have a 401(k) plan, but you probably don’t ‘get it’

“I’ve also heard people say, ‘I started late, so now I need to invest aggressively.’ This sounds good on the surface, but the closer you are to retirement, the less volatility you should have.”

http://www.cnbc.com/2016/09/20/you-may-have-a-401k-plan-but-you-probably-dont-get-it.html

FPA MA NexGen Director- Eric Roberge quoted in CNBC

“Typically, when you’re moving from an apartment to a house, you’re getting more space — that means higher utility bills,” said Eric Roberge,CFP®, founder of Beyond Your Hammock and FPA MA Board Member Quoted in CNBC.

http://www.cnbc.com/2016/09/02/homebuyers-beware-of-banks-offering-too-much-cash.html

 

FPA MA Member Chris Chen Quoted in Forbes

FPA MA member Chris Chen was quoted in, 45% Of Grads Say College Wasn’t Worth The Cost, in Forbes as well as Money Mantras You Should Really Live By For Financial Success, also in Forbes.

http://www.forbes.com/sites/kateashford/2016/06/28/college-cost/#7532a4c060ad

http://www.forbes.com/sites/learnvest/2016/09/06/money-mantras-you-should-really-live-by-for-financial-success/#5345c3eb4e91

 

 

 

 

 

FPA MA's Chris Chen quoted in CNBC

FPA MA’s Chris Chen quoted in CNBC “Suddenly single: The realities of going from two to one”.

http://www.cnbc.com/2016/08/17/suddenly-single-the-realities-of-going-from-two-to-one.html

FPA MA's Brad Wright in Investopedia

FPA MA’s Brad Wright in Investopedia, “Brexit’s Effect on the Market”.

http://www.investopedia.com/advisor-network/articles/080516/handling-brexit-and-other-marketmoving-news/?ad=dirN&qo=investopediaSiteSearch&qsrc=0&o=40186

 

FPA MA's Kashif Ahmed Quoted in Investment News

FPA MA’s Kashif Ahmed Quoted in “Precious metals funds rise gold trade to 120% rally” in Investment News.

http://www.investmentnews.com/article/20160805/FREE/160809943/precious-metals-funds-ride-gold-trade-to-120-rally

 

 

 

FPA MA's Bill Harris in Wicked Local Plymouth

FPA MA’s Bill Harris in Wicked Local Plymouth

http://plymouth.wickedlocal.com/article/20160627/NEWS/160629251/0/SEARCH

http://plymouth.wickedlocal.com/article/20160726/NEWS/160729223/0/SEARCH

 

 

 

FPA MA's Bob Mauterstock on Reverse Mortgages

FPA MA’s Bob Mauterstock on Reverse Mortgages.

http://www.huffingtonpost.com/robert-mauterstock/reverse-mortgage_b_11180800.html

FPA MA's Rand Spero Quoted in Money Magazine

FPA MA’s Rand Spero Quoted in Money Magazine.

http://time.com/money/4397287/unexpected-retirement-spending/?xid=homepage

Kashif Ahmed Quoted in both CNBC: Moving abroad if Trump or Clinton wins? Not so fast and in Investment News: Equity precious metals funds are riding higher on Brexit wave

Kashif Ahmed Quoted in both CNBC: Moving abroad if Trump or Clinton wins? Not so fast and Investment News: Equity precious metals funds are riding higher on Brexit wave

 

http://www.cnbc.com/2016/06/24/moving-abroad-if-trump-or-clinton-wins-not-so-fast.html

http://www.investmentnews.com/article/20160627/FREE/160629922/equity-precious-metals-funds-are-riding-higher-on-brexit-wave

INVESTORS, PLANS & MONEY: Escheatment, pretty much what it sounds like
Our very own government has developed an elaborate scheme to grab millions from unsuspecting persons right from under their noses.
by Bill Harris, CFP®
Full article here

SEPs and SIMPLE IRAs: Employer Plans or IRAs?
by Bill Harris, CFP®
Full Journal of FP Article Here

 

Kashif Ahmed, Chris Chen, Arthur Ebersole, George Gagliardi Quoted in Investment News

Kashif Ahmed, Chris Chen, Arthur Ebersole, George Gagliardi Quoted in Investment News

http://www.investmentnews.com/article/20160411/FREE/160419993/smoking-out-the-right-way-to-invest-in-the-marijuana-movement

Marc Freedman: Investment News

Marc Freedman, CFP®, Hosting radio shows helps advisers attract clients

Radio shows can establish an adviser’s credibility and help win new clients, but they don’t always pay off

http://www.investmentnews.com/article/20160228/FREE/160229951?template=printart

Therese Nicklas: Quoted in Forbes

Therese Nicklas, CFP® at U.S. Wealth Management Boston was recently published in Forbes for a piece called 13 Financial Tips for Newly Weds.

Here is the link to her article: http://www.forbes.com/pictures/gdek45gfj/13-financial-tips-for-ne/#40ffb3632142

Kash Ahmed Quoted in Investment News

Kash Ahmed Quoted in Investment News

Advisers take heed: Investment crowdfunding coming soon to a client near you

Bob Mauterstock: Huffington Post

Are Your Children Preparted to Handle Your Money?

http://www.huffingtonpost.com/robert-mauterstock/are-your-children-prepare_b_9441516.html

Bill Harris: Journal Article

Bill Harris: Journal Article

Navigate Tax Planning in New Knowledge Circle

Journal of Financial Planning, January 2016

http://www.onefpa.org/journal/Pages/JAN16-Navigate-Tax-Planning-in-New-Knowledge-Circle.aspx

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