In the News

U.S. News & World Report - Money — February 20, 2020

What to Know About the Marriage Tax Penalty

CO by U.S. Chamber of Commerce — January 7, 2020

4 Ways Small Business Owners Can Prepare for Retirement

Cheddar TV — December 16, 2019

Financial Mistakes to Avoid in 2020

Bloomberg Business Week Podcast — September 13, 2019

WeWork Makes Changes, Investing in Global Disruption

Wall Street Journal — September 8, 2019

What Is Machine-Read Analyst Sentiment?

Reuters — July 8, 2019

Focusing on Gen X investors

Financial Planning — July 5, 2019

Fintech referral platform eyes Gen X clients

Financial Advisor Magazine — June 25, 2019

Why More Gen Xers Prefer Professional Financial Advice

Wealthmanagement.com — June 25, 2019

Harness Wealth Wants to Be Advisors’ Digital Matchmaker

Bloomberg Radio — June 10, 2019

Company Changes After IPO

Fortune — December 14, 2018

Term Sheet

Thrive Global — December 13, 2018

The Thrive Questionnaire with David Snider