08 Oct 12

Five Big Mistakes Mutual-Fund Investors Make – WSJ.com

As industry experts, our firm is often called upon by the media to weigh in on hot topics in personal finance.  Below is an article in the Wall Street Journal where Andrew Russell CFP has been quoted.    Five Big Mistakes Mutual-Fund Investors Make - WSJ.com#articleTabs%3Darticle.

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03 Aug 12

Marc Roland quoted in Dow Jones Newswire

Dow Jones NewswiresWealthy Grow Wary of Foreign Tax TrapsJul,31,2012 03:35 PM EDTBy Arden DaleAttacks on presidential hopeful Mitt Romney's Swiss bank account and overseas tax havens have revived scrutiny of an issue that has caused angst among many wealthy investors:…

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24 May 12

DRR in the News

Andrew Russell CFP®  was quoted in the North Country Times on Thursday May 24th 2012.ENERGY: SDG&E to profit $1.6 billion on Sunrise Powerlink : North County Times - Californian.

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28 Mar 12

Why You Don’t Want a Tax Refund

Andrew Russell CFP® was recently quoted at TaxTV.com. See the article below or by using the hyperlink:  www.taxtv.comTaxTV Staff March 28, 2012 As the end of the tax season quickly approaches, numerous commercials advertise how clients receive a $500, $1,000, or…

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12 Feb 12

San Diego Fee-Only Investment Advisors Merge

Joint Release: Dean Consulting and Confidant Wealth Advisory Agree to Combine in 2012.San Diego, CA (PRWEB) February 11, 2012Mary Katherine Dean of Dean Consulting along with Marc Roland and Andrew Russell of Confidant Wealth Advisory have agreed to merge and…

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