IN THE NEWS

 

Philly.com: Interest rate hike and its effect on bonds

    Jonathan Smith Discusses the Effect of Interest Rate Hikes on the Bond Market

Artisan's Bank Media Release

    Artisan's Bank Announces Strategic Partnership with DT Investment Partners, LLC

MarketWatch: Stocks in pre-Christmas rally

    Andrew Zimmerman discusses the Pre-Christmas Rally for Stocks on Marketwatch Radio

Philly.com: Echoes of Lehman Brothers coming from Puerto Rico

    Jon Smith discusses the parallels of Puerto Rico and Lehman Brothers' bonds

Financial Advisor: ETF Laggards To Love In 2014

    Andrew Zimmerman talks about the benefits of emerging market ETFs

Fox Business: Is Puerto Rico a safe muni-bond investment?

    Jon Smith discusses the gravity of Detroit’s bankruptcy proceedings and whether investing in Puerto Rico’s municipal bonds makes sense

Fox Business: Is The Currency Crisis Overblown? 

    Jon Smith shares his opinion on the currency crisis and its impact on investor portfolios

Associated Press: S&P 500 ekes out another small gain; IBM slumps

    Andy Zimmerman shares his thoughts on companies cutting costs as investors look for ways in which they can increase net income

MarketWatch: Stocks back off after two-day advance

    Andy Zimmerman provides his market outlook for the coming year

Reuters: Analysis: High-priced index funds? The worst deal for investors

    Jon Smith shares his perspective on investment risks and talks about the reasons why firms often don’t offer institutional shares

BBC Capital: Looking at risk in a new way

    Jon Smith talks about the importance of portfolio diversification in today’s market to avoid risk

MarketWatch: Stocks Up As Taper Fears Recede; Dow Tests 16,00

    Andy Zimmerman offers thoughts on the market’s acceptance of Fed tapering plans and addresses bubble concerns

The Wall Street Journal: Favorable Currents for Preferred Shares

    Andy Zimmerman offers direction on how to evaluate preferred share investments relative to other asset classes

CNBC: Closing Bell Exchange

    Jon Smith joins CNBC to urge caution on IPO speculation and provide perspective on the reasons behind continued equity market gains

The Philadelphia Inquirer: Your money - A guide to the right asset mix

    Jon Smith provides insights on how to construct a diversified portfolio with the right asset allocation

US News: What your Financial Advisor Should Not Tell You

    Jon Smith weighs in on smart practices for financial advisors to consider when communicating with clients

Reuters: Stocks rise as weak jobs data supports easy money policy

    Jon Smith addresses volatility in the technology sector from a risk and return perspective

Fox Business: How to Determine Your Risk Tolerance

    Jon Smith offers advice on how to conceptualize investment risk tolerance and how it helps dictate asset class exposure