You are here: Skip Navigation LinksAdvisors >>Resource Center >>In the News
Click here to find an advisor
 
Print

In the News

All news

Filling Legal Gaps For Same-Sex Couples

December 17, 2009

Dana Levit is mentioned in the Wall Street Journal article "Filling Legal Gaps for Same-Sex Couples." More than one third of Dana's clientele is made up of non-traditional couples so she has become very familiar with the challenges they face. “For those people, there’s an added level of complexity when it comes to financial planning,“ she says.

 

 

 

 

Facebook Twitter DZone It! Digg It! StumbleUpon Technorati Del.icio.us NewsVine Reddit Blinklist Add diigo bookmark

  • Are you comfortable taking risks?

    September 01, 2010

    Perhaps the most critical decision you can make about investment management is how much risk to take. Once you have determined an appropriate level of risk, you can start making asset allocation decisions such as the percentage of your portfolio to be held in stocks. This analysis is vital to your financial success as asset class selection is the most significant factor in investment performance.

    Dave Gardner

Which social networking site do you use most for professional purposes?

Results