MWA has been interviewed by over 30 media outlets and featured in over 300 articles:
- Bloomberg: Stocks Are Approaching Manic Levels, But Advisers Say It’s Not Too Late to Buy
- Investopedia: Is the Finfluencer You’re Watching a Crook? Here’s How To Know
- Bankrate: 5 best retirement investing cheat codes, according to experts
- InvestmentNews: Wealth managers stick with gold despite silver shining brightly
- Yahoo Finance: Wait! Don’t Move Your Retirement Fund From the Stock Market to a CD Before Reading This
- Investopedia: If Earning the First $100K Is the Hardest, What Do You Do After That?
- Nasdaq: 7 Best Places to Store Your Dividend Checks and Make More Money
- CNET: Don’t Pull Your Retirement Savings From the Stock Market Without Reading This First
- Financial Planning: Diversification through luxury watches? Advisors have thoughts
- Investopedia: Maximize Your 401(k) Growth: Should You Go All In on Stocks?
- Investopedia: How the Ultra-Rich Use Municipal Bonds in Retirement
- Financial Planning: The AI split: Half of firms embrace the tech, while half hesitate
- CNET: The Fed Paused Rates Again. Here’s What That Means for CD and Savings Account APYs
- WealthManagement: Recalling Warren Buffett’s Investing Influence on RIAs
- Investopedia: Tips for Successful Retirement Investing
- Investopedia: What No One Tells You About Retiring Alone
- Nasdaq: 7 Ways To Repair Your Finances in 5 Minutes
- Investopedia: How to Talk to Your Heirs About Wealth—Without the Drama
- Investopedia: How Much Is the Average Inheritance? It’s More Than You Might Think
- Investopedia: What’s the Worst Thing That Can Happen If You Don’t Pay Your Property Taxes?
- WealthManagement: Wealth Grew Fastest for HNW Households, Putting Pressure on Advisors to Adapt to Retain Clients
- Yahoo Finance: Here’s How Much Elon Musk and DOGE Could Save You as a Taxpayer
- The Wall Street Journal: How to Make Major Money Decisions Right Now: A WSJ Guide
- Bloomberg: Investing Pros Rethink Stocks and Bonds
- The Daily Upside: Are Financial Advisors Expecting a Recession?
- Yahoo Finance: 4 Reasons You Might Not Want To Buy a New Car as Tariffs Go Into Effect
- Investopedia: Don’t Let These 5 Life Insurance Mistakes Jeopardize Your Family’s Future
- Bloomberg: Stressed About Your 401(k)? Here Are Ways to Catch Up
- Investopedia: How to Set Financial Goals for Your Future
- Nerdwallet: 4 Steps to Take Toward Financial Spring Cleaning
- Financial Planning: Ask an advisor: What AI tools are financial advisors using right now?
- Financial Planning: Social Security COLA set to fall again as seniors feel the pinch
- Investopedia: Invest in Their Future: A Guide to Family Financial Planning
- ETF.com: Leveraged Tesla ETF Pulls in the Bulls Despite Big Drop
- Financial Planning: CFP Board addresses AI risk with new ethics guide
- ThinkAdvisor: 9 Ways to Make Model Portfolios Work for Clients: Advisors’ Advice
- Financial Planning: Interest in financial advice soars on Google — here’s why
- Business Insider: Crypto is booming. Financial advisors aren’t buying the hype
- ETF.com: All-Equity Strategy Leans into Sectors
- ETF.com: Investors Love Crypto ETFs. Advisors Aren’t Buying It
- CNET: Do This With Your Money Now to Take Advantage of the Fed’s Rate Pause
- Fortune: An outdated IRS tax law that’s unchanged since the Clinton era is making the U.S. housing crisis worse
- CNBC: Couple balances 15 credit cards with no debt—it’s helped them save nearly $500,000, but expert warns the strategy ‘isn’t for everyone’
- ETF.com: Can ESG ETFs Survive Trump? Advisors Weigh In
- Yahoo Finance: 7 Non-Luxury Cars That the Upper Class Buy To Save Money
- Bankrate: Best ways to invest if you win the lottery
- Bloomberg: What the Latest Bonds Selloff Could Mean for Your Money
- Yahoo Finance: 4 Things Gen Xers Should Sell Now To Boost Their Retirement Savings
- ETF.com: Advisors – Spice Up Plain-Vanilla ETFs for Strong Returns in 2025
- Financial Planning: Firms view AI tools as important but lack proper oversight
- Financial Planning: Vast majority of seniors say Social Security COLA is inadequate
- Financial Planning: CFAs, other advisors optimistic about AI — with some reservations
- The Wall Street Journal: If You Want to Buy a House, First Figure Out All the Hidden Costs
- Financial Planning: Ask an advisor: How can I get my employer to pay my student loans?
- Financial Planning: 4 New Year’s resolutions wealth managers are making for 2025
- Credible: Should You Refinance Your Mortgage? Understanding When and Why
- ETF.com: Crypto ETFs Shrink by Nearly $700M on Fed Rate Cut
- Financial Planning: Ask an advisor: Trump is coming. Should I buy crypto?
- Yahoo Finance: 7 Reasons Middle-Class Incomes Don’t Stretch as Far Compared To Previous Years
- Bloomberg: ‘Like Buying Lottery Tickets’: Crypto Surge Lures Final Holdouts
- Financial Planning: The funniest wealth management stories of 2024
- ETF.com: Why Advisors Might Be Missing the Crypto Boat
- CFA Institute: How tech lets wealth managers focus on client relationships
- CFA Institute: How tech supports financial literacy and better money management
- Bankrate: 5 best retirement investing cheat codes, according to experts
- CFA Institute: How wealth managers are building client trust in the digital age
- Financial Planning: Ask an advisor: How can I Trump-proof my finances?
- RIABiz: TradePMR sale to Robinhood sends ripples through the RIA industry both for its potential to rival big custodians and for the discount broker’s potential clash with fiduciary culture
- Yahoo Finance: 2 Bills Retirees Should Never Put on Autopay
- WealthManagement: Advisors Want Clients to Consider History When Assessing Election’s Aftermath
- CNBC: The average age of U.S. homebuyers jumps to 56—homes are ‘wildly unaffordable’ for young people
- CNET: Last Call for APYs Up to 4.75%?
- ETF.com: Will the Election Move the Markets?
- Bloomberg: What You Need to Know About Investing in China’s Volatile Stock Market
- InvestmentNews: Milton adds to climate-change worries for retirees
- CNET: Don’t Sleep on APYs up to 5%
- Bloomberg: Here’s How to Buy Back Your Time
- Financial Planning: Why clients would rather talk politics than money with their kids
- Financial Planning: Ask an Advisor: The purpose of investment management within a client’s financial plan
- CNET: Don’t Wait. Rates Are Dropping
- ETF.com: 8 Strategies for Navigating Fed Rate Cuts
- Financial Planning: The top 20 technology funds of the decade
- CNET: APYs Are Falling Fast. Here’s Where You Can Still Score a Great One
- Financial Planning: Ask an Advisor: What is the time frame in which you analyze an investment?
- Bloomberg: How to Improve Your Credit Score
- CNET: Don’t Let High APYs Pass You By. A Fed Rate Cut Is Coming
- InvestmentNews: The transparency choice for ETFs
- Financial Planning: How advisors can ease client fears of outliving retirement income
- CNBC: Mega Millions’ $740 million jackpot has 2 payout options—how to avoid ‘blowing all the money,’ from financial experts
- Financial Planning: How advisors can protect older clients from financial scams
- Financial Planning: Back-to-school is a reminder for financial advisors to review clients’ educational savings goals
- CNET: Lock in a High APY While You Still Can
- Financial Planning: Ask an Advisor: Advising couples with ESG investing when they disagree
- Bloomberg: B. Riley’s Money Machine Ensnared Retail Investors $25 at a Time
- Financial Planning: The top 20 small-cap ETFs of the past decade
- Financial Planning: Harris vs. Trump: What financial advisors are watching in their economic proposals
- ETF.com: Morgan Stanley’s Spot Bitcoin ETF Move Draws Criticism
- CNET: Banks Are Slashing CD Rates Ahead of Next Fed Meeting
- Yahoo Finance: 4 Economic Policies of JD Vance That Could Help the Wealthy
- Nerdwallet: Weekly Mortgage Rates Tumble; Should You Refinance?
- Nerdwallet: How to Get Your Finances Back on Track for Fall
- CNET: Best CD Rates Today – Protect Your Earnings From Market Volatility
- ThinkAdvisor: 14 Pieces of Investing ‘Wisdom’ That Are Not So Wise: Advisors’ Advice
- ETF.com: Financial Advisors Try to Project Calm During Market Plunges
- The Wall Street Journal: What to Do With Your Money if You’re Worried About the Market
- The Wall Street Journal: Stock Market Today: Dow, S&P 500, Nasdaq Slide Amid Global Selloff
- CNET: Savings and CD Rates Won’t Go Much Higher, Experts Say. Here’s What That Means for Your Money
- Yahoo Finance: Here’s What a Trump Presidency Would Mean If You Plan To Retire in 2025
- Financial Planning: The 15 most expensive retirement cities in the U.S.
- Yahoo Finance: I’m a Financial Advisor: 6 Moves You Should Make If You Think Harris Will Win the Election
- Yahoo Finance: Trump Wants To Eliminate Income Taxes: 3 Items That Will Instantly Get More Expensive
- Yahoo Finance: Retirement Planning: Will You Regret Not Paying Off Your Mortgage Sooner?
- Financial Planning: What makes a dream retirement? 6 advisors share their visions
- Financial Planning: Auto enrollment in retirement plans can spur savings, but at what cost?
- Financial Planning: Paying off mortgages into retirement may make sense, advisors say
- ETF.com: The Pros and Cons of Political ETFs
- GoBankingRates: Trump Wants To Eliminate Income Taxes: 3 Items That Will Instantly Get More Expensive
- Bloomberg: How to Invest During a High Interest Rate Era
- CBS News: How debt relief can improve your credit score
- Yahoo Finance: Trump Wants To Eliminate Income Taxes: 3 Ways That May Hurt the Middle Class
- CBS News: Does credit card debt forgiveness really work? Experts weigh in
- CBS News: Should you put $10,000 in a 3-year CD this July? Here’s what experts think.
- CBS News: Why the expected interest rate cut could be good for gold, according to experts
- Financial Planning: Forget the returns. Advisors look to private markets for diversification
- Financial Planning: Client anxiety, national debt and other election news affecting wealth managers
- CBS News: What’s the minimum you should deposit in a CD? Here’s what experts say
- GoBankingRates: Finance Experts: 4 Money Goals We Set That Helped Us Achieve Financial Freedom
- CNET: APYs Stay High Following Fed’s Rate Pause: Best CD Rates for Today, June 24, 2024
- Financial Planning: Has the risk score gained too much power?
- Yahoo Finance: Why My Retired Clients Regret Not Downsizing Sooner
- GoBankingRates: 6 Summer Expenses Boomers Should Cut Now If They Plan On Retiring This Fall
- Financial Planning: Ask an advisor: My client wants to disinherit their adopted children. What should I say?
- NerdWallet: Should You Use a HELOC to Pay Your Kid’s College Tuition?
- CNET: Savings and CD Rates Are as High as They’ll Get in 2024, Experts Say
- CNET: Best CD Rates Today, June 10, 2024: Maximize Your Earnings With APYs Up to 5.35%
- Financial Planning: Meet the CFA, an investment advisor who can look under the hood
- GoBankingRates: I’m a Financial Planner: 5 Signs You Could Be Living Above Your Means — and What You Can Do About It
- Kiplinger: Pros and Cons of 403(b) Plans
- CBS News: CD interest rate forecast for summer 2024: Everything experts predict
- ThinkAdvisor: Bitcoin ETF Inflows Are Skyrocketing. Do Advisors Care?
- The New York Times: Managing an Inheritance: When ‘Mom’s Money’ Becomes Yours
- NerdWallet: 6 Do’s and Don’ts When Using CDs for Retirement
- CNET: Best CD Rates Today – Now’s the Time to Lock in a High APY
- Financial Planning: Ask an advisor: How can I stop Medicaid from seizing my home?
- Financial Planning: America’s 5 richest retirement towns
- ThinkAdvisor: Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors’ Advice
- GoBankingRates: No. 1 Question Americans Have About Retirement Planning: 5 Experts Weigh In
- Financial Planning: Biden is canceling more student debt. What about mine?
- InvestmentNews: The last-minute IRA dash before Tax Day is real
- ThinkAdvisor: 15 Portfolio Spring-Cleaning Tips: Advisors’ Advice
- MarketWatch: We’re spending more on ‘bucket list’ experiences — but are they worth the money?
- CNBC: The No. 1 mistake Americans make with their credit cards—it’s like ‘owing money to a loan shark,’ expert says
- Financial Planning: Ask an advisor: Should we buy a $40,000 parking spot?
- Yahoo Finance: 7 Things Retirees Need To Know About Filing Income Tax Returns
- ETF.com: Active ETFs Pulled in Record $26B Inflows in March
- Financial Planning: Half of wealth managers see national debt as America’s ‘most urgent’ problem
- NerdWallet: How Does Long COVID Affect Your Retirement Planning?
- ThinkAdvisor: Here Are 7 Advisors’ Top ETF Picks: Advisors’ Advice
- Financial Planning: Almost 3 out of 10 Americans have no retirement savings
- Bloomberg: How to Invest in Japan as the BOJ Hikes Interest Rates
- GoBanking Rates: Many Americans Have No Idea How Much They Need To Save For Retirement: Here’s How To Figure It Out
- CNN Business: Emergency expenses will happen. Try these strategies if you don’t have the cash on hand
- InvestmentNews: Billions flood into bitcoin ETFs amid price surge – just not Grayscale’s
- Financial Planning: Single woman seeks wealth management: How to advise independent female clients
- Bankrate: How to start (and build) an emergency fund
- ThinkAdvisor: Is It Time to Sell the ‘Magnificent 7′? — Advisors’ Advice
- Yahoo Finance: Advisors Lean Into Alternative Investments
- Financial Planning: Ask an advisor: Can my client afford to build her retirement dream home?
- Financial Planning: The Top 20 Index Funds – 2023 Review
- Nasdaq: 10 Reassuring Signs You Won’t Run Out of Money in Retirement
- Financial Planning: The Top 20 Mutual Funds – 2023 Review
- InvestmentNews: Tax reform in 2024
- WealthManagement: Advisors’ Perspectives on SEC-Approved Bitcoin ETFs
- ThinkAdvisor: 6 Ways to Stay Connected With Snowbirding Clients: Advisors’ Advice
- HerMoney: 8 Financial New Years Resolutions That Could Change Your Life In 2024
- InvestmentNews: Nearly half of people regret their college majors. Do advisors?
- Bloomberg: What To Do With Your Money in 2024: Stocks, Bonds and Crypto
- Financial Planning: Ask an advisor: Are we in for a soft landing?
- Financial Planning: Private credit: Bubble, or something you can’t do without?
- CNBC: Despite strong economy, Americans are spending less: ‘I feel like I’m always holding my breath’
- Financial Planning: Ask an advisor: If inflation keeps falling, how should I invest?
- Financial Planning: Ask an advisor: Could I invest better than my 401(k)?
- Financial Planning: Younger baby boomers face deep shortfall in retirement savings
- ThinkAdvisor: Why the Surge in ‘Mini-Millionaires’ Demands Advisors’ Attention
- CBS News: Is Life Insurance Worth it for Seniors?
- GoBankingRates: 8 Easy Ways To Save $20,000 on Your Salary in One Year
- CBS News: How to eliminate credit card debt in five steps
- ETF.com: Oil ETFs Rally as Israel-Hamas War Escalates
- Financial Planning: For investors, government shutdowns are losing their shock value
- ThinkAdvisor: How Much Cash Do Clients Really Need? — Advisors’ Advice
- InvestmentNews: Advisors give here-we-go-again shrug to potential government shutdown
- Bloomberg: What You Need to Know About Paying Off Student Loans Early
- Fortune: Roth 401(k) vs. Roth IRA: Which one should win for your tax-free retirement savings?
- ThinkAdvisor: What 7 Advisors Are Saying About 60/40 Portfolios
- Financial Planning: Pros and cons of annuities as havens amid recent market turmoil
- Bloomberg: Time for Another Return-to-Office Push
- The Wall Street Journal: Americans Are Bailing on Their Home Insurance
- Financial Planning: How the FIRE movement keeps burning in a tough economy
- ETF.com: ETF Use Distinguishes Brokers From Financial Advisors
- Financial Planning: Ask an advisor: Should I retire abroad?
- CBS News: How to get the best home equity loan rate in today’s economy
- TurboTax: Steps to Establish A Trust for Your Family
- ThinkAdvisor: 7 Types of Investments Clients Should Avoid: Advisors’ Advice
- Financial Planning: Ask an advisor: Student debt is trapping me at home. How do I escape?
- MarketWatch: Here’s how your spending habits and views about money look to a financial adviser
- ThinkAdvisor: 8 Best Retirement Moves of 2023: Advisors’ Advice
- Financial Planning: Ask an advisor: Are SPACs ever a good investment?
- InvestmentNews: Gen X on shaky ground for retirement, with 40% having saved nothing
- CBS News: How high will mortgage rates climb? Experts weigh in
- Bloomberg: Is College Still Worth the Price?
- InvestmentNews: Gen Z: We Don’t Need as much as Boomers in Retirement
- CBS News: Benefits of Accessing Your Home Equity
- CBS News: Gold Investing Tips from Financial Experts
- Financial Planning: Americans Are Getting Older – What That Means For Wealth Management
- Financial Planning: FIRE (Financial Independence Retire Early): Changing Course
- Financial Planning: Startup Founder: What Should I Pay Myself?
- Financial Planning: As Debt Crisis Loomed, Retirement Investors Bolted From Bonds
- Financial Planning: Redtail Upends Subscription Model as Inflation, Competition Take Hold
- Bloomberg: Return of Student Loan Payments Will Stretch Household Budgets
- Financial Planning: Ask an Advisor: What Should I Do with these I Bonds I Bought Last Year?
- Financial Planning: 4 Tips for Rolling Over Your Old 401(k)s
- Bloomberg: Young People Confront Bleak Financial Future
- CBS News: The Smartest Ways to Invest in Gold, According to the Experts
- CBS News: The US May Default On Its Debt. Here’s What It Could Mean For Gold
- Financial Planning: Americans are Postponing Their Lives Due to Economic Uncertainty
- CBS News: Where Are Gold Prices Heading? Here’s What Experts Say
- InvestmentNews: What Advisors Say About New Tax Credits
- Financial Planning: In This Economy, Do I Still Need Bonds In My Portfolio?
- CBS News: Gold Investing Tips Beginners Should Know
- Financial Planning: Ask an Advisor: How Can I Diversify When Both Stocks and Bonds Are Down?
- Yahoo Finance: 10 Purchases Millennials Always Regret
- Financial Planning: My Son Has Autism. Would Retiring Early Get Him More Social Security?
- Bloomberg: Is It Time to Cash Out Your I Bonds?
- CBS News: Investing in Gold, According to the Pros
- Financial Planning: What’s the Right Mix of US and Foreign Stocks?
- CNBC: 6 Signs You Have Too Much Debt — And How To Pay It Off
- Financial Planning: 4 Expenses Retirees Most Underestimate, and How Advisors Can Help
- Financial Planning: Are My Retirement Savings Safe From the SVB Crisis?
- Bloomberg: What The Silicon Valley Bank Collapse Means For Your Money
- Financial Planning: I Don’t Have Kids Yet. Can I Still Save For Their Education?
- MarketWatch: Risk-tolerance surveys often miss what financial advisors really need to know about you
- CBS News: 4 Benefits of Buying Gold
- Investor’s Business Daily: Advisors Share Their Smartest Investments To Serve Clients
- ThinkAdvisor: Are Money Markets and CDs a Good Investment Now? Advisors’ Advice
- HerMoney: 8 Financial New Year’s Resolutions That Could Actually Change Your Life In 2023
- Bloomberg: How to Prepare for 2023 With Student Loan Relief Unclear
- Financial Planning: Ask An Advisor: Does My Client Need A Financial Planner Or A Marriage Counselor?
- Bloomberg: What to Do If You Still Have Crypto on Exchanges
- CBS News: How To Buy Gold and Diversify Your Portfolio
- Mint: Annuities vs Life Insurance
- Bloomberg: Powerball Math: Winner Faces Inflation Dilemma on $1.5 Billion Payout
- Financial Planning: Ask An Advisor: I Have Terminal Cancer. What Does That Mean For My Social Security?
- The Wall Street Journal: As Home Prices and Mortgage Rates Stay High, Prospective Buyers Put Down Payments on Ice
- Bloomberg: I Bond Hacks For Bypassing $10,000 Limit and Scoring Better Returns
- Bloomberg: Market Swings With Eyes on Fed Pivot
- Financial Planning: 401(k) bill protections for private equity, real estate, crypto investments
- The New York Times: For 20-Somethings, a Confusing Rite of Passage: Finding Health Insurance
- Financial Planning: Ask An Advisor: Will Buying Real Estate In Europe Improve My Retirement?
- NerdWallet: How to Find a Happy Balance Among Competing Savings Goals
- Bloomberg: Inflation May Be Slowing But It Still Hurts
- Bloomberg: Worried You’re Going to Lose Your Job? Here’s What To Do
- Kiplinger: How Households Are Tackling Inflation
- Bloomberg: Is the US in a Recession Yet? What You Need To Know and How To Prepare
- Bloomberg: How to Handle Surging Rent: Budget Guide for Recent College Graduates
- Investor’s Business Daily: Succinct Financial Plans Spur Clients To Act
- Bloomberg: Tips for What To Do If You Just Lost Your Job
- Policygenius: 44% of Americans Aren’t Financially Prepared For Long COVID
- CNN Business: Should you rent or buy? Ask yourself these four questions
- WealthManagement: What Advisors Want From WealthTech
- ThinkAdvisor: How Advisors Are Talking to Clients About Russia-Ukraine War: Advisors’ Advice
- Kiplinger: The FIRE Movement Is Alive and Well
- Bloomberg: Volatility Is Rising. Here’s How to Protect Your Investment Portfolio
- Policygenius: The 5 biggest reasons Americans are anxious about their money this year
- ThinkAdvisor: How Advisors Land Young, Wealthy Clients: Advisors’ Advice
- The New York Times: Starting a Business With Your 401(k)? Be Careful
- CUNY: Credit card debt soars during pandemic, but strategies reduce it remain the same
- GoBankingRates: Is Your House Worth the Mortgage? 10 Ways To Know If You’re Getting Your Money’s Worth
- InvestmentNews: Britney Spears’ father agrees to step down as conservator
- InvestmentNews: Britney Spears’ struggle for independence puts a spotlight on conservatorships
- Bloomberg: Netflix, Chipotle and Evergrande: Investments in the Spotlight
- Bloomberg: Jeff Bezos Inspires Moonshot Space Bets in Hunt for $1 Trillion Unicorn
- MarketWatch: Why direct indexing is gaining traction with financial advisers and their clients
- HerMoney: How, What, and When To Teach Your Kids About Money
- InvestmentNews: Bitcoin bears: Financial advisers still cautious of crypto
- ThinkAdvisor: 10 Podcasts Advisors Love
- Financial Planning: Here’s how COVID lockdown helped millennials save, and even pay off student loans
- InvestmentNews: Biden tax hikes dominate adviser-client discussions
- Bloomberg: The Tech Stock Rout Is Raising Risks for American Retirement Plans
- Investor’s Business Daily: Advisors Tap Fulfilling Volunteer Activities And Come Away Richer By Giving Back
- CNN Business: Should you rent or buy a home? Ask yourself these 3 questions
- SavvyMoney: Your Long-term Financial Plan Should Include Life Insurance and Disability Insurance
- WealthManagement: Advisors Weigh Place for Politics in Client Relationships
- InvestmentNews: Credit Card Debt Being Used for Gifts, Hurting Retirement