Recent Media Quotes


MarketWatch 04/08/2021 – ” Some investors expect their financial adviser to beat the market every year. Good luck with that.” James C. Sexton III, CFP®, CFS contributed to a MarketWatch article where he discussed why it’s more important to focus on your financial plan than trying to outperform an arbitrary index.

The Street 03/30/ 2021 – “Helping Americans’ Retirement Plans Recover From COVID” James C. Sexton III, CFP®, CFS contributed to The Street’s article where he shared his insights on cash management and handling the ups and downs in the market.

Investor’s Business Daily 03/19/2021 – “Money Matters: How Attentive Advisors Detect Poor Communication Between Couples”. James C. Sexton III, CFP®, CFS contributed to an Investor’s Business Daily article where he shared his experience with couples who communicated poorly when it came to money.


MarketWatch 01/30/2021 – I lived ‘adventurously’ but now my debts equal half my savings and we live ‘hand to mouth’ — how can I save for retirement? Gage Paul, CFP®, RICP®, EA contributed to a MarketWatch article where he discussed the most impactful things you can do if you don’t have enough saved for retirement.


Daily Journal Online 01/07/2021 – “What Is Volatility—And How Should You Manage It?” Gage Paul, CFP®, RICP®, EA contributed to a Daily Journal Online article. He discussed how to handle market volatility when investing. 


Kiplinger 12/26/2020 – “Get Your Retirement Back on Course“. Gage Paul, CFP®, RICP®, EA contributed to an article in Kiplinger’s Personal Finance. He discussed how to get your retirement back on course after a year like 2020. You can read the full article in the February 2021 issue of Kiplinger’s. Or follow the link to view it online.


MarketWatch 12/24/2020: “I’m 65, have $500,000 in cash, no ‘impressive’ work résumé, and am terrified of investing — can I retire?”  . In a recent article for MarketWatch, James C. Sexton III, CFP®, CFS answered a reader’s question regarding retirement investing.  


Nasdaq 12/23/2020 – “How To Invest In A Startup” . Gage Paul, CFP®, RICP®, EA contributed to a Nasdaq article, providing advice on how to invest in startups.


The Street 12/11/2020 – “Year-end Financial and Retirement Planning Tips”Gage Paul, CFP®, RICP®, EA contributed to an article on TheStreet that discusses year-end financial and retirement planning tips.


Investor’s Business Daily 11/20/2020 – “Eager To Excel, Advisors Read Their Way To Acquire Fresh Insights”Gage Paul, CFP®, RICP®, EA contributed to an Investor’s Business Daily article. He spoke on one of his favorite books about investing.


MarketWatch 11/08/2020 – “Financial advisers know how to respond to people’s money worries, but what about health fears?”Gage Paul, CFP®, RICP®, EA contributed to MarketWatch’s article. He discussed how to help clients prepare for worst-case scenarios.