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Titus Wealth Management in the News





7/19/2018 The Wall Street Journal Stocks Rise as Fed Chairman's Testimony Continues 

Founder and President Eric Aanes spoke with Danielle Chemtob of The Wall Street Journal to discuss his market outlook and where he is finding opportunity as the trade disputes play out. "We believe once the tariffs settle out that foreign markets will be a good place to put your money," Eric noted.

 

7/10/2018 EFT.com, More To EM ETFs Than China

Debbie Carlson of ETF.com features managing director Scot Lance in a piece about investing in emerging markets alternative to China. “The jitters investors may have over a possible trade war between the U.S. and China are likely to be uglier in the short term, but hopefully it will represent opportunities for longer-term investment,” says Scot. If the correction in emerging markets continues, he says the region he likes is India.

6/17/2018 The Wall Street Journal, The Bull Market’s Next Test: Slower Earnings Growth

Akane Otani of The Wall Street Journal quotes managing director Scot Lance in a piece about the potential slowing of U.S. corporate earnings growth. “It’s unsustainable to expect you’re going to get 26 percent earnings growth every year,” says Scot. “Without last year’s tax cuts, companies would have grown first-quarter earnings at a single-digit pace. That rate should still support further stock gains because companies have also been growing their revenues, a sign that recent gains haven’t just come from cost-cutting.”

6/15/2018 Financial Planning, Buying bonds: Are ETFs or mutual funds the better bet?

Paul Hechinger of Financial Planning quotes Eric Aanes in an article regarding what advisors should know about buying in exchange-traded funds or mutual funds, and how each are affected by rising interest rates. Eric notes he chooses bond funds when rates are rising. “We’re buying bond funds because it gives great latitude to purchase many different styles,” says Eric.

 

All investing involves risk including loss of principal. No strategy assures success or protects against loss. Bond funds are subject to the risks associated with investments in debt securities, such as default risk and fluctuations in the perception of the debtor's ability to pay its creditors. Exchange Traded Fund is a marketable security that tracks an index, a commodity, bonds, or a basket of assets like an index fund. Significantly, the security trades like a stock on a stock exchange

6/14/2018 Financial Planning, How multisector bond funds can diversify portfolios

Paul Hechinger of Financial Planning features Eric Aanes in a piece about the pros and cons of using multi-sector bond funds as a way to diversify portfolios in a rising rate environment. “We don’t do multisector,” says Eric. “A multisector bond fund is a way to set it and forget it. We prefer to do the allocation ourselves.”

6/12/2018 Bloomberg, U.S. Stocks Drift Before Central Bank Decisions: Markets Wrap

Sarah Ponczek of Bloomberg quotes wealth advisor Derek Green in an article regarding the markets reaction to the U.S.- North Korea Summit meeting. “The main issues are the Federal Reserve, the ECB and the Bank of Japan, not really the tweets regarding trade issues -- and that’s what we’re all waiting for,” says Derek. “Maybe it’s a calm before the storm.”

6/4/2018 Investopedia, Women and the Great Wealth Transfer

Rebecca Lake of Investopedia quotes wealth advisor Myra Natter in an article about how financial advisors can accommodate the growing wealth management needs of women. “Advisors, who are typically male, can position themselves to attract and retain female clients by recognizing their need and desire to understand,” says Myra. “When approached in a way that makes finances easier to use and understand, women are more likely to become comfortable with the investment process.”

 

5/31/2018 U.S. News & World Report, How to Adjust Your Budget Once Your Kids Leave the Nest

Maryalene LaPonsie of U.S. News & World Report features Founder and President Eric Aanes in a piece about how to adjust your budget once the kids leave home. “The biggest mistake is getting caught up in the latest and greatest idea," says Eric. “These investments can be risky, and 401(k) plans and IRAs are the best bet for retirement savings,” he says.

4/17/2018 Bloomberg, Volatility comeback means time to buy emerging markets for Titus

President and Founder Eric Aanes and Managing Director Scot Lance and featured in a Bloomberg article outlining the opportunities for growth they are watching in emerging markets given recent volatility. "Emerging markets and the U.S. tech industry are the areas that will see the greatest degree of organic growth," noted Eric. Scot adds that a potential risk to growth would be if the Fed does raise rates on a faster scale than anticipated, global economic activity could weaken, including in emerging markets.

Assets under administration citation reflects brokerage and advisory assets as of 04/17/2018. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets. The MSCIEM (Emerging Markets) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of the emerging market countries of the Americas, Europe, the Middle East, Africa and Asia. The MSCIEM Index consists of the following emerging market country indices: Brazil, Chile, Colombia, Mexico, Peru, Czech Republic, Egypt, Greece, Hungary, Poland, Qatar, Russia, South Africa.Turkey, United Arab Emirates, China, India, Indonesia, Korea, Malaysia, Philippines, Taiwan, and Thailand.

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3/8/2018 Financial Advisor IQ, Show Me The Tech

Eric Aanes shares his insight on how financial firms can attract new advisors with technology offerings in a contributed article for Financial Advisor IQ. “One way to differentiate your firm from the competition when recruiting advisors is to tout your financial technology offerings,” says Eric. “In today's race to bolster your technology, finding the right mix of value-adding, cost efficient and easy-to-use resources is much more important than buying the newest shiny object to hit the market.”

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3/1/2018 InvestmentNews, Financial advisers brush off latest market tumble

Ryan Neal of InvestmentNews quotes Eric Aanes in an article about the Dow’s recent mini-meltdown. "This is not enough of a correction for us to warrant reaching out to our clients," says Eric. "I've been doing this for 25 years and I've seen a lot worse. This is nothing that will keep someone from hitting their goals."

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2/8/2018 CNN Money, The stock market is scary. But here's why you still should invest

Kathryn Vasel of CNN Money quotes Scot Lance in a piece regarding why to invest in the stock market and how a market drop can be an opportunity to buy. "The stock market is the only place I've ever seen where when something goes on sale, no one will touch it," says Scot. "But if the price is going up, that is when everyone wants to buy it." Scot’s comments were also syndicated by The Washington Post.

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1/26/2018 Financial Planning, How to help your clients become healthier — and save money

Tobias Salinger of Financial Planning features Eric Aanes in a piece about how to help clients understand how much they can save by making healthy choices. “Advisors, though, sometimes struggle to discuss clients’ medical history with them,” says Eric. “You have to be cautious about how you broach the subject to clients and make sure that they’re comfortable and that you’re not asking too many questions,” he adds.

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1/21/2018 Bloomberg, For Investors Used to Political Drama, Shutdown Is One More Sideshow

Sarah Ponczek of Bloomberg quotes Scot Lance in an article regarding the government shutdown and its impact on the markets. “In the past if we’ve had a two or three-day shutdown, it hasn’t meant anything,” says Scot. “If there’s a dip, buy it.”

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12/14/2017 U.S. News & World Report, 10 years later: Have this year’s retirees recovered from the recession?

Maryalene LaPonsie of U.S. News & World Report quotes Myra Natter in a piece regarding how the effects of the 2007-2008 financial crisis are still impacting people hitting retirement age this year. “The recession alone didn't cause problems for those reaching retirement age right now. We also have to put it in the context of the whole decade of 1999 to 2009," Myra says. She notes the “lost decade,” seemed to have the most significant effect on those who were self-employed or who owned a business.

The target date is the approximate date when investors plan to start withdrawing their money. The principal value of a target fund is not guaranteed at any time, including at the target date. " Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing in mutual funds. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing."

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12/7/2017 The Wall Street Journal, Why sole practitioners should form ensemble advisory teams

Jacob Meade of The Wall Street Journal features Eric Aanes in a piece about Titus Wealth Management’s unique approach to practice management and how informal partnerships among like-minded advisors can strengthen client relationships, team collaboration and succession planning. “We’ve found this more informal option affords everyone involved a greater degree of flexibility.” says Eric. “Deeper relationships, and the sturdy financial road maps they create, truly benefit clients and will differentiate advisors from competitors.”

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12/7/2017 The Associated Press, Cross these 4 items off your year-end investing checklist

As 2017 comes to a close, there is still plenty of time to get your finances in shape before the New Year. President Eric Aanes speaks with Anna-Louise Jackson of the Associated Press to discuss his tips to ensure you get off on the right foot in 2018. “It’s been a remarkable year for stocks, marked by dozens of record highs and low volatility, but don’t bank on more of the same ahead,” Eric said. “Investors need to be more cautious.”

*This article was also published by Fox Business and The Washington Post.

LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. The payment of dividends is not guaranteed. Companies may reduce or eliminate the payment of dividends at any given time. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.  Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing in mutual funds. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing."

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11/27/2017 ThinkAdvisor, How to Retain Female Clients After a Spouse’s Death

Myra Thomas of ThinkAdvisor features insight from Titus Wealth Advisor Myra Natter in a piece regarding how advisors can retain female clients after a spouse’s death. “You have historical familiarity with the client, but you have to really listen carefully to their concerns and come up with a new assessment,” says Myra. “The client needs to feel safe and newly invested in the process."

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11/22/2017 Financial Planning, Can fixed index annuities bounce back in the fiduciary era?

Tobias Salinger of Financial Planning quotes Eric Aanes in an article about whether fixed index annuities can bounce back in the fiduciary era. Eric notes there are key caveats of this annuities, adding that “the products have a lot of rules and long lock ups.”

Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 are subject to a 10% IRS penalty tax and surrender charges may apply.

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11/10/2017 Bloomberg, Stocks end eight-week winning streak with tax reform in limbo

Sarah Ponczek of Bloomberg quotes Eric Aanes in a piece regarding the market's weekly loss. “It’s just been calm, dead, the VIX is at all-time lows and now all of a sudden in the past couple days it’s spiking up,” says Eric. “The VIX spiking up is starting to tell the market things are not okay, and we need to have some serious caution moving forward,” he adds.

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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11/8/2017 Financial Planning, Will LPL’s RIA changes help or hurt its recruiting?

Tobias Salinger of Financial Planning features insight from Eric Aanes in an article regarding LPL’s decision to cut administrative fees for advisory assets on their platform. “The changes unveiled by Kalbaugh, along with bulked-up regulation of smaller RIAs, have changed the equation,” says Eric. “With the new pricing, it’s giving us cause to hit the refresh button and look at the corporate again versus the hybrid,” he says.

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11/6/2017 Financial Planning, Fund fees: Is cheaper always better?

Paul Hechinger of Financial Planning quotes Eric Aanes in a piece regarding mutual fund fees. “Because the industry will continue to see fee compression over the next decade or so, it will become even more important to use lower-fee strategies for basic client investing,” says Eric. “It is appropriate to look at higher fees and active management for more specific needs,” he adds.

Alpha measures the difference between a portfolio's actual returns and its expected performance, given its level of risk as measured by Beta. A positive (negative) Alpha indicates the portfolio has performed better (worse) than its Beta would predict. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing in mutual funds. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing."

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11/1/2017 Financial Planning, California wildfires: How tech came to one firm’s aid

Eric Aanes shares his first-hand experience with the recent California wildfires and how he used technology to contact his clients during their time of need. “First, we needed to make sure every client was safe. Second, we wanted to reassure them that their financial and trust documents were secure in our electronic files,” says Eric. “Within the hour, we reached all 47 of our local clients. Some were panicked. Some remained calm. All were grateful we had called.”

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10/25/2017 Financial Planning, Tax reform, disasters fuel record philanthropy

Tobias Salinger of Financial Planning quotes Eric Aanes in a piece regarding how the GOP’s tax reform could impact philanthropy. “Clients have expressed more interest in donating to charities this year than in the past,” Eric says. “For clients with estate planning needs and assets of $11 million or more, philanthropy involves hiring the right accountant to handle multifaceted tax maneuvers.”

While donor advised funds have many advantages, some disadvantages to be aware of include but are not limited to possible account minimums, strict limits on grant allocations, management fees and the potential that future tax laws may change at any time that may impact the tax treatment and benefits of donor advised funds Titus Wealth Management and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

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10/24/2017 Reuters TV, 3M, Caterpillar power Dow to record

Eric Aanes joins Reuters TV to discuss his economic outlook after stronger-than-expected earnings pushed the Dow to a record high. "We're seeing the global growth story play out, and we're seeing extension of this bull market that is fueled by continued improved earnings,” says Eric. “We're seeing that across the board today in some large companies, and we expect that to continue on here till the end of the year."

This link is provided as a courtesy. Material contains the opinions of the author but not necessarily those of LPL Financial and such opinions are subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

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10/4/2017 The Wall Street Journal, Pros and Cons of Freezing Your Credit After Equifax Breach

Daisy Maxey of The Wall Street Journal quotes Eric Aanes in an article about the pros and cons of freezing your credit after the Equifax breach. “The big question is, is freezing worth it?” says Eric. He notes he is advising clients who ask about freezing their credit to consider whether other steps, such as changing passwords and self-monitoring, may be sufficient.

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9/27/2017 Financial Advisor IQ, Forget impact investing ... try conscious capitalism

Eric Aanes joins Rita Raagas De Ramos of Financial Advisor IQ to discuss his practice of conscious capitalism. “We have a lot of clients with concerns over the environment and wanting to do the right thing from an investment standpoint. What we’re trying to do for select individuals is find investments that will meet their requirements,” says Eric. “Each portfolio is uniquely created for that person, family or organization or charity we manage,” he stresses.

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9/13/2017 Financial Planning, When clients equate ‘diversified’ with ‘boring’

Paul Hechinger of Financial Planning features commentary from Eric Aanes in a piece about how to work with clients who feel a diversified approach is too boring. “Clients may tend to become less risk-averse due to their perception that markets are stable, and they can forget a bit of the downside that can come with being more aggressive,” he says. “The best response is to re-educate clients about their original investment plan and how it protects against downside risk.”

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Asset allocation does not ensure a profit or protect against a loss.

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8/22/2017 Financial Planning, Compliance risks lurk in LPL’s National Planning Holdings buy

Financial Planning features insight from Eric Aanes in an article about the potential compliance risks LPL Financial faces after purchasing National Planning Holdings. However, after LPL bought Eric’s previous broker-dealer, Associated Securities, LPL carried out a “virtually seamless” migration of his client accounts, Eric notes. “In many of the accounts, you didn’t have to do anything,” he says. “They made the integration easy from that perspective.”

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8/21/2017 ThinkAdvisor, How working during retirement impacts Social Security benefits

Myra Thomas of ThinkAdvisor features insight from Titus Wealth Advisor Jeff Weber in a piece about how working during retirement can impact Social Security benefits. Jeff reminds his clients that, even though they can receive Social Security benefits as early as age 62 ½, the longer they wait, the higher their monthly benefit will be. “If you have longevity in your family and are healthy and want to get the max from Social Security, it’s smart to delay if you have the funds to supplement your income,” he says.

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8/21/2017 U.S. News & World Report, Will the fiduciary rule be contagious?

Matt Whittaker of U.S. News & World Report quotes Eric Aanes in a piece about the potential impact of extending the fiduciary rule beyond retirement accounts to include other investment classes. One potential drawback of this shift is investors with smaller account balances may have a harder time getting investment advice. “Advisors charging a flat fee based on total assets would be more inclined to go after larger accounts,” notes Eric.

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8/21/2017 CNBC, Nasdaq posts 3-day losing streak as tech stocks fall

Fred Imbert of CNBC features insight from Eric Aanes on his current market outlook."We think we'll get a small sell-off in the short-term, maybe between 2 and 5 percent, as volatility picks up," says Eric. “We think that could be an opportunity to buy."

The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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8/21/2017 Financial Planning, Will fixed index annuities stay ahead of fiduciary concerns?

Toby Salinger of Financial Planning quotes Eric Aanes in an article about the future of fixed index annuities among fiduciary concerns. Eric stresses that advisors and clients should examine the products closely. “It’s a matter of being sure you understand the product and understand all the potential landmines,” he says

Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 are subject to a 10% IRS penalty tax and surrender charges may apply.

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 Financial Advisor IQ, Craft portfolios that consider emergency liquidity

8/16/2017

Eric Aanes joins Rita Raagas De Ramos of Financial Advisor IQ to discuss Titus Wealth Management’s three pillars of the investment management process: liquidity, income and growth. To fulfill the objectives of each pillar for clients, Eric notes “Given today’s economic uncertainty, It’s a combination of dividend yielding investments on the stock equity side as well as on the bond side.”


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USA Today - You should max out your 401(k), right? Not so fast

8/10/2017

Wealth Advisor, Jeff Weber, speaks with USA Today and NerdWallet about contributing to 401K plans.


Just because you can do something doesn’t mean you should. Like entering a hot dog eating contest, getting a tattoo on your face — or even maxing out your 401(k).

The last one may seem incongruous; after all, numerous studies show Americans feel they aren’t saving enough for retirement. And if you’ve read any personal finance advice, you probably believe the best bet is to save, save, save....

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Financial Advisor

July 2017

Exciting news for our team! We are honored to be ranked 7th in @FAmagazine's list of top 50 fastest-growing firms

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Nightly Business Report

7/3/2017

Eric Aanes joins Sue Herera of Nightly Business Report to discuss the markets ending the first half of the year on a strong note and if this trend will continue throughout the year. “We’re watching a couple things, in particular some technical analysis and some fundamental. On the technical side, we look at the volatility index, which has been at all time lows. On the fundamental side, the technology index and the stocks index,” he says. “We’re cautiously optimistic.”

 

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The Wall Street Journal, Tech rally slowing? Take a look at the boom in banks

6/30/2017

Jon Sindreu of The Wall Street Journal quotes Myra Natter in an article about the slowing tech rally. The tech rally “seems to perhaps have been played out now,” she says. “We see financials taking the lead, and we are looking at expanding allocations there,” Myra added.

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Fox Business, Investors take on more risk after central bank signals

6/29/2017

Wealth Advisor Myra Natter spoke with Jon Sindreu for a piece about how increased expectations for higher interest rates are helping send bank shares higher. “We think most investors don’t want to miss out on a bull market,” she says. “If we see tax cuts are moving along and people see they are being implemented, this will continue being an upward bias in the market.” The article was originally published by The Wall Street Journal.

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Financial Advisor IQ, Holistic advice is the new norm

6/28/2017

Eric Aanes joins Rita Raagas De Ramos of Financial Advisor IQ to discuss how his business and the needs of clients have changed since Titus Wealth Management was founded in 2005. "We're taking a much more holistic approach for clients," he says."We work with them to build a roadmap that is realistic, achievable and sustainable over their lifetime." 

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CNBC, Dow hits record high as Comey testimony ends with no 'smoking gun'

Fred Imbert of CNBC quotes Eric Aanes in a piece about the Dow reaching record highs following former FBI Director James Comey’s testimony. “Investors are not spooked by this at all,” he says. “The only thing that could be an issue is [potential] delays into tax cuts.”

The opinions voiced in this material are for general information only and are not  intended to provide specific advice or recommendations for any individual. All performance  referenced is historical and is no guarantee of future results. All indices are unmanaged and may  not be invested into directly. 

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DailyWorth, Are fixed income investments really safe?

June 8, 2017

Nancy Mann Jackson of DailyWorth features Eric Aanes in an article about fixed income investments. “In the current environment, bond investors should look for shorter term bonds,” he says. “If you have a bond with five-year duration and interest rates go up on the 10-year duration bonds, you would lose five percent.”

Eric Aanes is a registered representative with and securities are offered  through LPL Financial, Member FINRA & SIPC. Advisory services offered through Titus Wealth  Management, a registered investment advisor and separate entity from LPL Financial. The opinions  voiced in this material are for general information only and are not intended to provide specific  advice or recommendations for any individual. All performance referenced is historical and is no  guarantee of future results. Bond funds are subject to a number of investment risks including credit  risk, interest rate risk, and prepayment risk. 

Investors should consider the investment objectives, risks, charges and expenses of the investment company carefully before investing. The prospectus and, if available, the summary prospectus contain this and other important information about the investment company. You can obtain a prospectus and summary prospectus from your financial representative. Read carefully before investing

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Financial Advisor IQ, Clients with political discontent harder to keep on track

June 7, 2017

President Eric Aanes joins Rita Raagas De Ramos of Financial Advisor IQ to discuss how Donald Trump’s presidency has affected his clients, business and the advisory industry as a whole. “When clients aren't confident in an administration it's harder for them to see positives in the economy. By understanding our clients, we really feel like we’ve found a way to be on the same page and help guide them through what to them is a troubling time,” he says.

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US News and World Report Is There Really Such a Thing as ‘Good’ Debt?

June 1, 2017

Wealth Advisor Myra Natter is interviewed by Mareylene LaPonsie of US News and World Report in this article discussing "good" debt.

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Barron’s NEXT, 4 reasons to choose credit over debit

May 11, 2017

Emily Bary of Barron’s NEXT spoke with president Eric Aanes for her article about the benefits of choosing credit over debit. “Monitoring your credit and establishing credit can be beneficial for obtaining better rates for future loans, both from an automobile standpoint and a home standpoint,” says Aanes.

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CNN Money, Comey firing poses new risk to Trump rally

May 10, 2017

Matt Egan of CNN Money quotes Eric Aanes, president of the firm, in a piece about the James Comey firing and whether it stands to threaten the Trump market rally. While the markets are extremely calm now, Aanes says he is bracing for volatility ahead by shifting money into cash. “The market still seems bulletproof. Nothing fazes it,” adding that eventually there could be a "real tipping point."

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Fox Business FBN: AM, Summer correction looming for investors?

May 9, 2017

Eric Aanes joins Fox Business FBN AM to discuss a possible summer market correction. “Markets tend to go up a little slower, and then they go down a lot faster,” Aanes says. “You can have a secular bear market inside of a bull market, so things can have a pullback.”

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Reuters, US STOCKS-Wall St set to open higher as risk-on sentiment improves

May 9, 2017

Yashaswini Swamynathan of Reuters quotes Eric Aanes in an article about the current market landscape. “Trees don't grow to the sky so we need to be realistic about the market,” he says. “The risk for the downside is probably increasing every day. Historically, the market is due for a pullback.”

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The Wall Street Journal, Stocks gain on tax-plan hopes, upbeat earnings

April 20, 2017

Eric Aanes was quoted in an article from The Wall Street Journal on the wavering of April U.S. stock indexes due to investors pulling back expectations for tax cuts and fiscal stimulus from the Trump administration. Aanes explains that disappointment on taxes, whether in the form of delays in legislation or smaller tax cuts than expected, could prompt a stock selloff.

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Investor’s Business Daily, Exactly how much you need to save for retirement

March 31, 2017

Paul Katzeff of Investor’s Business Daily features president Eric Aanes in an article about how to figure out how much money to save to retire comfortably. Aanes cites the four percent rule, which is a popular annual cap on retirement account withdrawals.

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Fortune, Baby Boomers are causing a debt crisis. Here’s how they can navigate it

March 31, 2017

Annalyn Kurtz of Fortune quotes Eric Aanes in a piece about the debt explosion caused by Social Security and Medicare. “There’s no way Social Security is going away altogether, it’s just going to get pushed back and benefits will be reduced,” Aanes says. He recommends savers start with the Social Security Administration’s benefit calculator to estimate future Social Security payments.

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TheStreet, Fireworks in Washington steal the show from Fed's explanation tour

March 19, 2017

Keris Alison Lahiff of TheStreet quotes Eric Aanes, president of the firm, in an article on Wall Street’s continued focus on the daily headlines coming from the nation's capital. Aanes explains that the markets will be in wait-and-see mode, though any news on tax cuts could fuel more gains.

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CNBC.com, Stocks close mostly lower after oil plunges 5.4%; ADP report crushes estimates

March 8, 2017

President Eric Aanes is quoted in a piece from CNBC.com regarding plunging oil prices. “I think we're seeing some equilibrium in the $45-$55 range,” says Aanes. “Personally, I'd like to see it higher, but barring some Middle East political event, I think we're going to remain range-bound.”


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U.S. News & World Report, 7 reasons the stock market can continue to climb

March 7, 2017

Kira Brecht of U.S. News & World Report quotes Eric Aanes in an article about how the stock market can continue to climb. “Lower interest rates help consumers keep their debt payments lower,” he says. “In turn, this gives consumers more disposable income to put back into the economy to help businesses to grow.”

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Barron’s NEXT, How to talk about money (on Valentine’s)

February 14, 2017

Emily Bary of Barron’s NEXT features president Eric Aanes in a piece about why couples should discuss money before walking down the aisle. Eric suggests couples keep a separate checking account, divert cash into a savings account monthly and for some, get a prenup.

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