January 3, 2023

MarketWatch

Our Director of Wealth Planning, Michael Parry, CFP® is quoted in MarketWatch on the best ways to grow your wealth in 2023. “When considering a non-essential purchase, translate the cost of the purchase into how many hours you’d need to work to pay for it.”

 

 

 

  November 2, 2022

Wealth Solutions Report

Our CCO, Annette VanderLinde, MBA, CWS®, AIF®, spoke to Janessa Hollingshead at Wealth Solutions Report to discuss how advisors can help clients navigate liquidity events such as the death of a spouse or loved one.

 

 

 

  September 30, 2022

Financial Planning

Our hearts go out to the people of Florida who are impacted by Hurricane Ian. We’re thankful that our clients and teammates have remained out of harm’s way. Our Chief Client Officer, Annette VanderLinde, spoke to Lynnley Browning to discuss how our nationally distributed team proactively reached out to clients this week to see how we could support their financial needs. “We assured them that we can transact anything that they might need. We serve them all electronically and they're habituated to it. And we are set up to be able to move money for them on a moment's notice.”

  July 28, 2022

WealthManagement

Single stock ETFs are one of the newest investment products to hit the market, but our Chief Investment Officer, Don Bennyhoff, CFA, doesn't see the values for long-term investors. In a recent interview with Diana Britton, he said, "while progress requires change, not all change is progress."

 

 

 

 

  July 15, 2022

Money

High inflation is challenge for us all, but it also presents an opportunity to revisit your investing and saving strategy. Our CIO, Don Bennyhoff, CFA, said in a recent interview with Money that, “if you don’t have a financial plan, now would be a good time to set one up."

 

 

 

  June 15, 2022

InvestmentNews

During times of market volatility, our Chief Investment Officer, Don Bennyhoff, CFA believes your financial advisor can help by communicating proactively & with a personal touch.

 

 

  June 13, 2022

Financial Planning

ESG investing is another way to personalize client portfolios, but, as our Chief Investment Officer, Don Bennyhoff, CFA told  Lynnley Browning for her latest  Financial Planning cover on topic, the growing universe of ESG investments has led to the creation of different choices that "confuse investors and advisors.”

 

  June 9, 2022

MarketWatch

While stock tickers may catch your eye or make you laugh, our Chief Investment Officer, Don-Bennyhoff, CFA believes investors should know that creative tickers are an extension of a brand, and not a reason to invest. Charles-Passy's article for MarketWatch looks at the most creative ticker symbols.

Fatherly

Changing jobs can be stressful for anyone, but before you make any decisions, it's important that you are prepared financially and have the necessary safeguards in place. Our Director of Wealth Management, Mike Parry, shared his tops tips with Fatherly.

MarketWatch

For the first time in 22 years, the Federal Reserve raised interest rates by more that one-quarter percentage point. Our CEO, Jim Gladney, shared insights about ensuring that your portfolio matches your risk tolerance with Alisa Wolfson at MarketWatch.

CNN Business

"Making a radical change in the midst of all this uncertainty is usually a decision that [you'll] regret," our Chief Investment Officer, Don Bennyhoff, CFA, told Jeanne Sahadi for her latest piece for CNN Business on how investors can protect their portfolios as recession fears are mounting.

Wealth Solutions Report

Protecting our clients' personal data is our top priority at Liberty Wealth Advisors®. The most common attack vector today is phishing emails which we train our team to become "human firewalls" against. Our Chief Technology Officer, Tony Brumley, recently shared our approach to security training with Wealth Solutions Report to outline how we keep client data safe. 

MoneyGeek

Compound Interest is one of the most powerful ways your money can grow over time. Our Director of Wealth Planning, Mike Parry, recently answered FAQs on this topic for MoneyGeek.com to help investors better understand the concept.

Financial Planning

As a technology-forward RIA, we take cybersecurity seriously and take necessary precautions to protect clients’ personal data. To discuss how we ensure the security of client data, our Chief Technology Officer, Tony Brumley, sat down with Toby Salinger for Financial Planning's story focused on how advisory firms should be prioritizing cybersecurity.

Nasdaq

To celebrate Financial Literacy Month, our Chief Client Officer, Annette VanderLinde, MBA, CWS®, AIF® joined Jill Malandrino on Nasdaq TradeTalks to discuss simple, yet effective ways consumers can start on their investing journeys.

Investor's Business Daily

In a recent Investor's Business Daily article, our Chief Investment Officer, Don Bennyhoff, CFA, discussed the importance of a long-term plan to prevent impulsive reactions to market swings.

Kiplinger

Keep your eye on the big picture: our Chief Investment Officer, Don Bennyhoff, CFA, shares why bonds have a meaningful role in a well-diversified portfolio.

CNN

In the midst of geopolitical turmoil, our Chief Investment Officer, Don Bennyhoff, CFA, encourages investors to stay the course and steer away from making any radical changes.

Investment News

Our Chief Investment Officer, Don Bennyhoff, CFA, was featured in Investment News. Don is a thought leader who believes active management is a source of risk, not risk management.

Business Wire / Riskalyze

Our Chairman and Chief Executive Officer, James S. Gladney, announced today an enterprise agreement to deliver our team of financial advisors access to Riskalyze’s risk alignment and portfolio analytics platform.

Policygenius

Our Chief Client Officer, Annette VanderLinde, MBA, AIF®, CWS®, spoke to Policygenius about Health Savings Accounts (HSAs). HSAs give a sense of comfort to investors when planning for retirement – having funds specially earmarked for medical needs can create less of a drag on retirement portfolios.

U.S. News & World Report

"Indexing isn't one thing; indexing is many things. And so it really pays for an investor to do their homework, before they go in and purchase an index fund," says Don Bennyhoff, CFA, our Chief Investment Officer. 

Market Watch

Nonagenarians are defying traditional ideas about people in their 90s. Our President, John Bergmann, observes that many of our 90-and-older clients are very active and engaged with the world. "It's quite remarkable," he says.

Forbes

According to our Chief Client Officer, Annette VanderLinde, MBA, CWS®, AIF®, there is no better time to start saving for your child's college education than now.  "The key is just to get started," she says.

CNBC

When it comes to inflation, the best tool investors have is perspective. In a recent Op-ed for CNBC, our Chief Investment Officer, Don Bennyhoff, CFA, offered his suggestions.

Kiplinger

Our Chief Investment Officer, Don Bennyhoff, CFA, shares his thoughts on why it's better to have a higher savings rate than a higher risk portfolio.

ETF.com

Our Chief Investment Officer, Don Bennyhoff, CFA, offers his take on smart beta vs. active management investment strategies to ETF.com.

U.S. News & World Report

Looking into bond funds for your retirement portfolio? Our Chief Investment Officer, Don Bennyhoff, CFA, explains why bonds can offer the portfolio diversification investors need.

Barron's

Our Chief Investment Officer, Don Bennyhoff, CFA, told Barron's that investors should know the expense ratios on their investments as well as the value proposition behind their advisory fees.

Financial Planning

Our Chairman and CEO, James S. Gladney, spoke to Financial Planning about how being a virtual RIA benefits our clients. Our low overhead means we focus our capital on hiring a more sophisticated, experienced, and credentialed team members.

Financial Planning

Our Chief Investment Officer, Don Bennyhoff, CFA, shares his thoughts on how attempting to time decisions and the influence of emotions can be obstacles to a client's success.

Financial Advisor

Our Chairman & CEO, James S. Gladney, shares five under-the-radar tech solutions for RIAs to consider in order to thrive. 

Advisory and Investments Summit

Don Bennyhoff, CFA, our Chief Investment Officer, served on the Investment Leadership panel at the Advisory and Investments Summit.

Financial Planning

Our Chief Investment Officer, Don Bennyhoff, CFA, shares his perspective on the value of ETFs in an investment portfolio.

ETF.com

How has index investing evolved over the past 25 years? Our Chief Investment Officer, Don Bennyhoff, CFA, shares his knowledgeable opinion.

Citywire

We are pleased to announce the appointment of Don Bennyhoff, CFA, to the dual roles of Investment Committee Chairman and Director of Investor Education. Annette VanderLinde, MBA, CWS®, AIF®, has also been hired as Chief Client Officer. 

Business Wire

Don Bennyhoff, CFA, has been appointed to the dual roles of Investment Committee Chairman and Director of Investor Education. Annette VanderLinde, MBA, CWS®, AIF®, has been named Chief Client Officer.

ThinkAdvisor

James S. Gladney, Chairman & CEO, was cited by ThinkAdvisor for his expertise on continuing remote work after the COVID-19 pandemic.

SS&C

Press Release: Liberty Wealth Advisors® and SS&C Expand Partnership with Salentica Data Broker Blog.

BlueStar

BlueStar Senior Veterans Foundation announces its founding donation made by our Chairman and CEO, James S. Gladney. and his wife, Missy.

Beginning December 9, 2022, advisory services and related content on this website, including the video presentations herein, are offered and provided through Prime Capital Investment Advisors, LLC, a federally registered investment adviser. Prior to this date, all such services and related content were offered and provided through Liberty Wealth Advisors.