Andrew Russell CFP was asked by Money Magazine to help with a story on Presidential candidates financial disclosures. While Presidential candidates are required to disclose their personal finances, not everything they own has to be included. Personal items, real estate, and spouses…
Founding partner Mary Dean of Dean Roland Russell LLC, was recently interviewed by Shefali Anand from the Wall Street Journal. The interview was for the popular monthly column called "Mixing it up". In the article, Mary shares with readers a moderate risk portfolio. …
Marc Roland, CPA, CFP of Dean Roland Russell was recently quoted in the Wall Street Journal. Brett Arends did a wonderful job explaining the role of alternative investments in portfolios. We, as asset allocators, typically use alternative assets as diversifiers to…
Marc Roland, CPA, CFP was recently asked to help with a story for Money's "Ask the Expert" by Donna Rosato regarding when spouses have different risk tolerances. Because it is not unusual that spouses can have very different perspectives on…
Marc Roland of Dean Roland Russell (DRR Wealth) was recently quoted in the Wall Street Journal. The article, "Advisors Dump TIPS as Inflation Threat Wanes," written by Daisy Maxie discusses Treasury Inflation Protected Securities (TIPS) and why advisors are selling…
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.