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In The News

Click the links below to read some of the news articles that our advisors have been featured in recently.

Think Advisor - How Advisors on Each Coast Help Clients Navigate New Tax Code

“There’s no question,” he says from his office in a state nearly as notorious for taxes as Fishman’s native California. Karn regularly consults with clients’ accountants when providing year-end planning services. “Depending on a client’s circumstances there remain ways in which one may lessen their tax burden but it’s a new ballgame as far as explaining the landscape plus outlining and implementing new strategies,” – Robert A. Karn, JD, LLM, Certified Financial Planner ®

U.S. News - Investors Weigh Dividends or Growth

"There are many examples where dividend payers have been outpaced by growth stocks," Karn says. "Although a 4 to 5 percent yield beats most bonds, and there is the potential for share-price appreciation, there are also many blue-chip companies with effectively stagnant growth." – Robert A. Karn, JD, LLM, Certified Financial Planner ®

Bloomberg Businessweek - How to Retire at 40

“If you retire at 40 with a couple million dollars, you’re going to worry—about financial emergencies, taxes, inflation, market crashes, and the chance you’ll live a lot longer than you’d planned for,” – Robert A. Karn, JD, LLM, Certified Financial Planner ®

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