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Resources
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Media Mentions and Industry Involvement
Bankrate: Most Financial Advisors Aren’t Recommending Annuities. Here’s Why. | Bankrate
YahooFinance: Bitcoin’s Record Rally Prompts Advisors to Take a Second Look
The Daily Upside: Bitcoin’s Record Rally Prompts Advisors to Take a Second Look
YahooFinance: Ask the experts: Which ‘safe haven’ assets should I consider for my portfolio?
Bankrate: Ask The Experts: Which 'Safe Haven' Assets Should I Consider?
MarketWatch: Why would a financial planner team up with a nutrition coach? To attract millennials, of course.
Institute of Mangement Accountants: Managing Personal Finances in Times of Uncertainty - Portland Chapter
O'Neill Student Investment Fund: OSIF Alumni: Nate Baim – O'Neill Student Investment Fund
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