In the Media

100 Advisors to watch - rias

Advisor Hub 2023 Ranking

Financial Advisor Magazine Names Optas Capital One of America’s Top RIAs

FA Magazine’s 2022 RIA Rankings

advisorpedia.com - 5 Ways for lgbtqi+ community members to achieve financial peace of mind

By, Ryan Klippel

ryan klippel quoted in business insider

Being LGBTQ+ in the US presents under-the-radar financial challenges, and technology is finally catching up - By, Leo Aquino

ryan klippel quoted in business insider

How to Report Your Gender-Affirming Legal Name Change to the Major Credit Bureaus - By, Leo Aquino

meghan railey quoted in private wealth magazine

Working With First-Generation Wealth Creators - By, Russ Alan Prince

cnbc.com - op-ed: if female investors have any weakness, it’s their mistaken belief that they’re not good investors

By, Meghan Railey

fa-mag.com - Female Advisors are the future of wealth management

By, Meghan Railey

ryan klippel quoted in the NextAdvisor

Here Are 5 Smart Investing Habits to Start in 2022 - By, Erin Gobler

ryan klippel quoted in gobankingrates.com

How to Get Your Finances in Shape in 12 Months - By, Jennifer Taylor

marketwatch opinion: ‘when should i sell amazon?’

By, Fritz Glasser and Meghan Railey

Meghan Railey quoted on crypto

Client Portfolios & Crypto - By, Debbie Carlson

cnbc.com op-ed: Don’t let the fear of missing out control your investment decisions

By, Fritz Glasser and Meghan Railey

MARKETWATCH Opinion: You’re suddenly rich — so how do you handle your money now?

By Fritz Glasser and Meghan Railey

Meghan railey quoted about hedge funds

What is a hedge fund and how does it work? By, Kim Porter

Meghan Railey and Fritz Glasser Quoted in Real simple

The Dos and Don'ts of Employee Stock Options

Stock options offered by employers can be incredibly lucrative if you manage them properly and understand the tax implications.

By Mia Taylor

Interview with citywire - Meghan railey

Start me up! Meet three advisors that who work with entrepreneurs - David Masterson

Fritz glasser on investing in international equity

When Clients Resist Owning Global Stocks, Advisors Build Their Case - By, Morey Stettner

Wealthmanagement.com - How Advisors Can Build a Better 10b5-1 Plan

By, Fritz Glasser

Marketwatch - Opinion: 4 things the best financial advisers do for clients that put them ahead of the rest

By, Fritz Glasser and Meghan Railey

Meghan Railey quoted in business insider

How the boom in sustainable investing is influencing the way massive companies react to events like the Capitol riots - By, Rebecca Ungarino

Meghan Railey on esg investing with investor business daily

As ESG Investing Gets More Complex, Advisors Find Ways To Keep Pace - By, Morey Stettner

Fritz glasser on grantor-retained annuity trusts (grats) with fa magazine

Transferring Wealth With This Trust Can Yield Big Tax Advantages - By, Jeff Stimpson

6 Financial Planning Pointers for Coronavirus Pandemic

Here are six ways to perform a health checkup on your finances during these volatile times.

3 Need to Know Financial Planning Tips for Year End

The end of 2019 is fast approaching. With tax season in the not-so-distant future, our goal is to guide you toward achieving greater tax efficiency. There are a number of strategies you should consider that may help minimize your taxes now and into the future…

’Tis the Season for Charitable Giving

Our second segment of year-end tax planning strategies highlights charitable giving which can financially benefit you and the philanthropic causes you support. However, recent tax law changes mean that you will need to be more tactical to ensure tax efficiency in your charitable giving strategy…

7 Simple Money Resolutions from Financial Planners

The holiday season is over, time to check in with your bank account. Here are seven New Year’s resolutions that will help you limit debt, grow your savings, and buy fancier cheese for next year’s festivities…