May 7, 2022 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. April 28, 2022 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. April 28, 2022 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. April 22, 2022 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. April 5, 2022 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. April 1, 2022 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. March 15, 2022 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. March 10, 2022 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. March 4, 2022 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. Jan 25, 2022 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. Jan 25, 2022 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. Oct 21, 2021 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. Oct 18, 2021 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. Oct 16, 2021 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. Oct 4, 2021 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. Sep 7, 2021 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. Aug 24, 2021 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. Jul 19, 2021 ETF.com Our Chief Investment Officer, Don Bennyhoff, CFA, offers his take on smart beta vs. active management investment strategies to ETF.com. Jul 16, 2021 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. Jun 28, 2021 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. Jun 3, 2021 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. Apr 28, 2021 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. Apr 9, 2021 Financial Advisor Our Chairman & CEO, James S. Gladney, shares five under-the-radar tech solutions for RIAs to consider in order to thrive. Mar 23, 2021 Advisory and Investments Summit Don Bennyhoff, CFA, our Chief Investment Officer, served on the Investment Leadership panel at the Advisory and Investments Summit. Mar 10, 2021 Financial Planning Our Chief Investment Officer, Don Bennyhoff, CFA, shares his perspective on the value of ETFs in an investment portfolio. Feb 24, 2021 ETF.com How has index investing evolved over the past 25 years? Our Chief Investment Officer, Don Bennyhoff, CFA, shares his knowledgeable opinion. Dec 9, 2020 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. Dec 8, 2020 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. May 21, 2020 ThinkAdvisor James S. Gladney, Chairman & CEO, was cited by ThinkAdvisor for his expertise on continuing remote work after the COVID-19 pandemic. May 12, 2019 SS&C Press Release: Liberty Wealth Advisors® and SS&C Expand Partnership with Salentica Data Broker Blog. Mar 4, 2019 BlueStar BlueStar Senior Veterans Foundation announces its founding donation made by our Chairman and CEO, James S. Gladney. and his wife, Missy.
