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Bankrate.com
February 12, 2013
Chris Remedios was quoted by Jeremy Herron for his article about how and when to talk finances with your partner. Chris stated "financial issues can be hard to talk about because they carry a lot of emotional baggage and lead to emotional responses, so it is often difficult to talk about".
Marin Independent Journal
December 9, 2012
Interviewed for the Marin IJ article Marin Wealth Managers Aren't Afraid of Falling of the Fiscal Cliff, Jill Hollander said she sent a letter to her clients after the election in November warning them to expect a bumpy ride…until the issue is resolved. She also said "Anticipation of the cliff has resulted in a flurry of activity: increased stock sales, additional issuances of dividends and bonuses by companies, and estate transfers."
CNN Money
August 28, 2012
Austin Kilhan of CNN Money's Help Desk, asked Brian Pon to comment on the "4% Withdrawal Rule."
Dow Jones Newswire
April 5, 2012In her Dow Jones Newswire column “Sudden Wealth Can Wreak Havoc”, Veronica Dagher quotes Jill Hollander of Financial Connections. Jill spoke of the challenges of sudden wealth and how an advisor can help their client navigate those changes.
BankRate.com
March 13, 2012In her article, “Breaking up the mortgage after divorce,” Polyana da Costa quoted Financial Connections Group’s Chris Remedios: “Whether going the traditional route or considering alternative ways to deal with your mortgage in a divorce, couples need to put their emotions aside and focus on the finances…When people go through a divorce, they feel like they have given up so much, they can't stand one more thing," she says. "My job is to help them get past that emotional place and show them how this works for them in the long term."
Journal Financial Planning
February 1, 2012Jill Hollander’s advice for unmarried couples was referenced throughout the Journal of Financial Planning article, “Estate Planning for Unmarried Couples: What Financial Planners Need to Know” by Richard F. Stolz.
CBS San Francisco
September 28, 2011Chris Remedios of Financial Connections Group participated with other members of the Financial Planning community in the San Francisco Financial Advice Line Phone-A-Thon. The free two-day event gave callers the opportunity to ask planners questions about budgeting, retirement, taxes and other financial issues. The financial advice line was put together through a partnership of the City and County of San Francisco, United Way and the Financial Planning Association.
The Wall Street Journal
August 28, 2011Anne Tergesen of The Wall Street Journal quoted Brian in her article, Saving Strategies for Older Singles: “Most couples have two incomes and shared economies of expenses…for single savers, the responsibility of saving falls squarely on themselves.”
The Baltimore Sun
April 24, 2011Brian Pon of Financial Connections Group in Corte Madera, CA was quoted in Prince William and Kate aren’t the only twentysomethings getting married by Eileen Ambrose. Brian had an account ownership suggestion and a tax filing suggestion for married couples.
Investment Advisor
August 1, 2010
Brian Pon of Financial Connections Group in Corte Madera, CA was quoted in A Retirement Plan Solution by Marlene Y. Satter. Brian had a retirement plan funding suggestion for parents with children in college.
Associated Press
June 18, 2010
Jill Hollander, MBA CFP®, founder of The Financial Connections Group, recently was quoted in an Associated Press (AP) story called: Family Finance: Gay couples pay more for less by Eileen AJ Connelly, AP Personal Finance Writer. Several Financial Connections clients were also profiled.
To read more, click here…
Investment News
June 14, 2010:
Jill Hollander was quoted in Lisa Shidler's article, 10 Questions to Ask Prospective Clients. Jill always asks, "What's a good advisor-client relationship," in order to determine if it will be a comfortable relationship. "It's important that we blend well when working with clients." added Jill.
To read more, click here…
Financial Planner Advisor
April 14, 2010
Jill conducted a FPA webinar for financial advisors titled: Happily Unmarried (federally): Financial Planning Issues and Strategies for Lesbians and Gay Clients. Financial planning for nontraditional families requires a different "to do" list and different strategies than married couples. The session highlighted the tools available and strategies to consider.
To listen, click here…
US News
March 15, 2010
Jill was quoted in an U.S. News & World Report article by Emily Brandon titled: 21 Ways to Cut Expenses in Retirement. Jill cautioned seniors to beware of the potential of increasing their spending on entertainment in retirement because they have more free time. She went on to offer several free entertainment alternatives and tips on dealing with grandchildren.
To read more, click here…
Smart Money
March 1, 2010
Smart Money quoted Brian in the article titled: Don’t Fall in Love With These Funds.
To read more, click here…
Wealth Manager
April 2009
Financial Connections Group was named by Bloomberg’s Wealth Manager as one of the country’s Top Wealth Advisors.
The Wall Street Journal
October 5, 2009
Brian was interviewed and quoted in the Wall Street Journal’s article titled: The Price of Green
The San Francisco Business Times
May 2009
The San Francisco Business Times included Financial Connections Group in their list of the Top 25 Wealth Advisors in the San Francisco Bay Area.
Smart Money
May 2009
In the article titled: Retirement Retooled, Brian was polled for asset-allocation advice.
Ameritrade
Spring 2009
In TD Ameritrade’s Individual Investor and Englightened Investor newsletters, Brian was quoted on investor behavior and asset mix.
Investment News
October 5, 2008
Brian was surveyed for the article titled: Value picked to outperform growth over 12 months. Brian’s comments focused on the normal tendency of advisors with regard to international investing.
Certiied financial Planner
July/August 2008
Brian’s comments were featured in the Certified Financial Planner Board of Standards Report’s sections titled Diversity and Financial Planning I: The Profession and Diversity and Financial Planning II: The Clients.
Wealth Manager
April 2008
Jill Hollander was named in the Top 50 Distinguished Women in Wealth Management.
MSN.com
April 1, 2008
Brian’s comments appeared in 6 Smart 401(k) Moves for Rough Times.
Wealth Manager
April 2007 Financial Connections Group was named by Bloomberg’s Wealth Manager as one of the country’s Top Wealth Advisors.
Market Watch
October 25, 2007
Brian was interviewed and quoted for the article titled: Ten Ways to Supercharge your Cash Flow and Avoid Credit Woes.
Financial Planning
October 2, 2007 Financial Planning Magazine quoted Brian in their article titled: Do the Rich Enrich?
Benefit
September/October 2007Benefit Magazine quoted Jill in the article titled: Enjoy & Share: 10 Smart, Soulful Strategies for Handling your Money.
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