You can’t be too rich,
or too smart.

05/23/2025

Nayan Lapsiwala featured in Kiplinger

04/17/2025

Teresa Greenip spoke with MarketWatch

04/17/2025

Sandi Bragar interviewed on Bloomberg TV

03/22/2025

Nayan Lapsiwala spoke with Barrons

03/20/2025

Sandi Bragar featured on Bloomberg Radio

03/16/2025

Clay Stevens featured in the San Francisco Chronicle

03/15/2025

Nayan Lapsiwala spoke with MarketWatch

03/12/2025

Dave Grecsek featured in CNBC

03/11/2025

Sandi Bragar interviewed by RIA Channel at Future Proof Festival

01/27/2025

Rob Francais featured in Barron’s article

12/23/2024

Nayan Lapsiwala featured in Barron’s Article

11/01/2024

Clay Stevens featured in MarketWatch

10/25/2024

Rob Francais interviewed by Think Advisor

10/25/2024

Teresa Greenip spoke with U.S. News & World Report

10/16/2024

Sandi Bragar interviewed on Noon Business Hour on WBBM Radio

09/30/2024

Sandi Bragar featured on Bloomberg Daybreak Asia

09/19/2024

Sandi Bragar interviewed by Fortune

09/11/2024

Sandi Bragar quoted in Business Insider

08/22/2024

Sandi Bragar featured on Marketplace by American Public Media

08/13/2024

Dave Grecsek featured in Reuters article

07/26/2024

Sandi Bragar interviewed by Forbes

07/24/2024

Dave Grecsek featured in Reuters article

07/22/2024

Nayan Lapsiwala interviewed by USA Today

07/15/2024

Sandi Bragar interviewed by the BBC