Broker Check

Madison in the News

As Seen In


April 3, 2023<br/>Rochelle, Financial Advisor Magazine:

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.

Read Article
April 1, 2023<br/>Gary, Financial Advisor Magazine:&#160;<br/>

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.

Read Article
January 19, 2023<br/>Gary, Investment News:

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.

Read Article
October 29, 2022<br/>Andrew, CNBC:&#160;<br/>

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.

Read Article
June 21, 2022<br/>Rochelle, Her Money:<br/>

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.

Read Article
October 20, 2021<br/>Gary, Wealth Management:<br/>

October 20, 2021
Gary, Wealth Management:

How advisor Gary Schwartz overcame addiction and financial troubles to run a successful advisory business.

Read Article
October 15, 2021<br/>Gary, Wealth Management:<br/>

October 15, 2021
Gary, Wealth Management:

Advisors are making the most of the pandemic commercial real estate environment

Read Article
August 26, 2021<br/>Gary, Investor&#8217;s Business Daily:<br/>

August 26, 2021
Gary, Investor’s Business Daily:

Advisors Fight Through The Hardest Times And Come Away Stronger

Read Article

Have a Question?

Thank you!