Press & Media

We frequently share our insights and ideas with reporters and the media. Here are links to articles where we have been featured or quoted.

MSN
Ask the Experts: Should you invest in real estate or stocks?
Kevin Estes (he/him)
Nav.it Podcast
Financial Planning and Socially Responsible Investing: Amy Barnes
Forbes/Next Avenue
Tips For Couples To Manage Their 401(k) Plans
Seattle Times
‘What will the years coming look like?’: Coronavirus has thrown a wrench into Washingtonians’ retirement plans
The Wall Street Journal
A Soon-to-Wed Couple Looks to Coordinate Their Retirement Plans
Joe Wride
InvestmentNews
Former LPL adviser’s alleged discrimination highlights company culture issues
FPA
My Career Path: Featuring Danika B. Waddell
U.S. News
The Best Podcasts for Financial Advisors
The New York Times
Make Your First Home Your Last: The Case for Not Moving Up
The Wall Street Journal
A Young Librarian Hopes to Become a Full-Time Writer
The Wall Street Journal
The Biggest Ways People Waste Money
FinancialPlanning
What’s in a pronoun?
FinancialPlanning
A choice for newly independent advisors: Go full RIA or work with a BD?
Seattle Times
Her professional rugby career means resetting some financial goals
Tom McLean
Seattle Times
Nurse works on her finances with pragmatism and humor
Tom McLean
Wall Street Journal
How to Get Your Finances in Order Before Returning to Work
Tom McLean
Wall Street Journal
How to Buy a Home Together When You’re Not Married
Tom McLean
The Financial Diet
The Question I Always Ask Before Spending My Money, Time, Or Energy On Something
Lorri DeFoor
Centsai
Socially Responsible Investing Options for Politically Correct Savers
Lorri DeFoor