ACP Certified Member Zach Teutsch was featured in this article from Barron's Advisor, also published in MSN, titled 'It’s Hard to Manage Relationships With Divorcing Couples. How These Financial Advisors Do It.' Zach discusses his experience working with client couples going through a divorce,...
ACP Certified Member Susan Einberger was quoted in this article from Best Money titled 'Your First-Time Homebuyer Guide: 12 Steps to Owning Your Dream Home', providing tips, steps, and insights for buying your first home, including creating a budget that accounts for all home-related expenses,...
ACP Certified Member Ken Robinson was quoted in this MarketWatch article titled '‘Who can help us?’ We have two homes — one with $88K left at 2.75% and one with $275K at 4.5%. Should we pay one off?', discussing paying off mortgages on two homes and which one to pay off if you want more monthly...
ACP Certified Member Troy Von Haefen was featured in this Financial Planning Magazine article titled 'Know Your Niche: From guitar player to advising Nashville's stars' where he discusses his niche (working with musicians in Nashville), his previous career working as a touring guitarist, and how...
ACP Certified Member Meredith Briggs was featured in this Barron's article titled 'When a Client Develops Dementia, It Can Be a Shock. Financial Advisors Share Experiences.', which was also published in MSN, where she shared her experience working with a client that developed dementia in his 70s...
ACP Certified Member Keith Spencer was quoted in this Kiplinger article titled 'Donating Stock Instead of Cash Is the 2-for-1 Deal You'll Love at Tax Time', where he discusses how giving appreciated stock or using a donor-advised fund (DAF) this year would be smarter than writing a check to...
ACP Certified Member Zach Teutsch was quoted in an Investopedia article titled 'How To Compare Your Finances Against Your Peers in a Healthy Way', providing simple strategies for comparing you finances to others in an effective way: “As humans, we are a social species, using the cues from those...
ACP founder Bert Whitehead was featured in an article published in the Boulder Daily Camera discussing how investors can determine where they are on the wealth ladder, where financial advisor David Gardner highlights Whitehead's book, 'Why Smart People Do Stupid Things with Money'. The book...
ACP Certified Member Zach Teutsch was quoted in a CNBC article titled 'How to know when a robo-advisor makes sense — and when a human financial advisor should step in', noting areas of expertise where a human financial advisor can go above and beyond a robo-advisor, including investment...