Madison in the News
Madison in the News
As Seen In

April 3, 2023
Rochelle, Financial Advisor Magazine:
Almost by definition, an advisor is someone who helps clients prepare for financial setbacks, retirement hurdles, the expenses of long-term ill health and other unforeseen events. But if the recent news flow hasn’t made it plain enough, disaster can take many forms and strike at any time. This makes the job all the more challenging.

April 1, 2023
Gary, Financial Advisor Magazine:
Tina Hohman, executive vice president at Alera Group Wealth Services in Deerfield, Ill., recalls an industry conference where she heard that more than 60% of advisory practices have no succession plan.

January 19, 2023
Gary, Investment News:
An unusual coordinated effort among state lawmakers seeks to impose wealth taxes across the country, but advisors warn levies on assets will drive high-net-worth clients to lower-tax states.

October 29, 2022
Andrew, CNBC:
The ramifications of dying without a will can be timely and costly. The last thing you'd want is a complicated process for your loved ones to administer your estate.

June 21, 2022
Rochelle, Her Money:
The array of credit cards offering travel rewards is dizzying. And their annual fees run the gamut from zero to several hundred dollars. Here’s what to know when considering a travel rewards credit card.

October 20, 2021
Gary, Wealth Management:
How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.

October 15, 2021
Gary, Wealth Management:
Advisors are making the most of the pandemic commercial real estate environment

August 26, 2021
Gary, Investor’s Business Daily:
Advisors Fight Through The Hardest Times And Come Away Stronger