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Archives: Press

BloombergQuint
May 1, 2020

“If your 401(k) account balance is more than $5,000, you don’t have to take it with you right away. It’s a better idea to wait until you’re ready to roll that money into an IRA, since many employees don’t roll their cash into a new plan immediately and could miss out on some of a market rebound.”

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ABC
June 13, 2019
"Your 401(k) is already a tax-deferred vehicle. It kills me when we see an annuity in a tax-deferred IRA because you doubled up."
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CNBC
May 9, 2019
“Keep your behavior in check, keep your emotions in check, keep investing.”
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Kiplinger’s
April 4, 2019
“Establish a ‘cash bucket’ to help cover any emergency needs. You could refill the bucket occasionally at your discretion—when it’s getting low and when your ...
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InvestmentNews
February 22, 2019
“Best interest doesn’t mean anything. Fiduciary means something. It introduces more confusion. I hope the SEC will listen to the adviser community and define ‘best ...
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US News
February 19, 2017
“David O’Brien of Evolution Advisers recommends asking your financial professional to put it in writing if they are a fiduciary to you.”
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Reuters
September 12, 2014
“We’re providing a service that’s unique to each client
 To the layman they may seem the same, but they’re not.”
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Bloomberg Business
August 13, 2014
“But owning a second home is often far more expensive and stressful than buyers, or dreamers, imagine. ‘These properties are for family memories, not capital ...
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New York Times
June 12, 2014
“David O’Brien, a certified financial planner, has tried to repair the retirement portfolios of several victims over the years.”
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