In the News Archives

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The Gates Divorce: Lessons for Financial Advisers

Our Chief Fiduciary Officer, Joannie Bozek shares insight on the importance of a comprehensive financial [...]

How Wealthy Clients Can Plan For Federal Tax Hikes

Jose Reynoso, our Director of Tax and Estate Planning, shares insight on how to plan [...]

CIO, Michael Hans Featured in Wall Street Journal

Chief Investment Officer, Michael Hans shares his views on moving markets, and the importance of [...]

Director of Tax, Cindy Ostrager is featured in Reuters

Our Director of Tax, Cindy Ostrager shares insight on the implications of the pandemic, and [...]

Future Returns: Why Investors Shouldn’t Tune Out to Inflation

Chief Investment Officer, Michael Hans, is featured in Barron’s PENTA to discuss the importance of [...]

Clarfeld Named to Forbes Best-In State Advisors Ranking

Forbes magazine has named Founder and Executive Chairman, Rob Clarfeld and Chief Investment Officer Michael Hans, to its "2021 Best in State Wealth Advisors" ranking. [...]

Cindy Ostrager, Director of Tax is Featured in Financial Advisor Magazine

Our Director of Tax, Cindy Ostrager, is featured in Financial Advisor Magazine to discuss her [...]

CIO Michael Hans Discusses Market Outlook on Bloomberg Markets: The Open

Chief Investment Officer, Michael Hans shares his 2021 market outlook on Bloomberg Markets: The Open. [...]