2023
- Morningstar Magazine- A Focus on Transitions
- Inc. Magazine- Regionals 2023: Mid-Atlantic
- Triangle Business Journal’s 2023-2024 Book of Lists: #18 on the list of Financial Planners
2022
- Univision-Expert Analyzes Impact of Inflation and Rising Interest Rates on North Carolinians
- CityWireUSA.com-What Black History Month means to four Black advisors
2021
- CityWireUSA.com-Three tips from America’s fastest-growing RIAs
- Financial-Planning.com-Persistent IRS logjams and errors muddle financial planning for millions on eve of new filing season
- CFP Board-Guide to Careers in Financial Planning
- ABC 11-Financial tips for the college Class of 2021 from someone who knows
- 2021 InvestmentNews Best Places to Work For Financial Advisers
- 2020 WRAL Voters’ Choice Awards (Grace Kvantas received third place for financial advisors)
- The Wall Street Journal-Small Ways to Have a Money Talk With Family and Friends
2020
- 2020 RIA Channel Top 50 Emerging RIA List
- Investopedia 100 Top Financial Advisors of 2020
- Equities News-How Do You Invest at All-Time Highs?
- Twenty Over Ten-5 Examples of Financial Advisors Using Video To Communicate Well During the Coronavirus Pandemic & Market Downturn
- RALToday-20+ podcasts made in Raleigh, NC
- WRAL-Eligible recipients split on how to spend stimulus checks
- Bob Veres Blog-The False Assumptions of Retrospect
- Poole College of Management News-Finance Club Deepens Students’ Professional Networks
- Newsday-Happy 26th birthday! Here’s what you need to know about insurance
2019
- ABC 11- Plan for your future: Tips to help you budget in NC’s widening income disparity
- 401k Specialist Magazine-Client Appreciation Events
- Smart Asset-Top Financial Advisors in Raleigh, NC
- Yahoo Finance-How to Get Over Your Fear of Investing
- 50+ Best Finance Podcasts You Should Be Paying Attention To (#12)
- Triangle Business Journal-Financial Planners (#20)
- Spectrum News-Experts Say To Monitor Accounts After Capital One Breach
- Financial Advisor Magazine-RIA Ranking (#471)
2018
- ETFTrends.com – Your Pre-Retirement Checklist
- Retirement Starts Today Radio – Whats the Worst Investment You’ve Ever Seen? 4 Advisors Weigh in
- Financial Advisor Magazine- RIA Survey and Ranking 2018 (475 out of 707)
- Smart Asset – Top Financial Advisors in Raleigh, NC
2017
- GoBankingRates-Reasons You Might Go Bankrupt in Retirement
- US News-How to Manage the Cost of Orthodontic Care for Your Kids
- Feedspot-Top 50 Financial Planning Blogs
- Nasdaq-What is Your Investment Strategy?
- Expertise.com-Best Financial Advisors in Raleigh
- Investopedia.com-Don’t Let These 10 Mistakes Ruin Your Retirement
- USA Today-A financial adviser’s top 10 investment lessons learned
2016
- Kiplinger-How to Raise Money-Smart Kids
- Metro New York Online-How to Avoid the Social Security ‘Tax Bubble’
- GOBankingRates.com – Best and Worst Ways to Spend Your Year-End Bonus
- Time.com-The Best ETFs For Your Child’s College Savings
- GOBankingRates.com-How to get over your fear of investing
- SFGate-3 Options to Save for Your Child’s College Education
- NASDAQ-Strategies to Maximize Your Child’s Financial Aid Eligibility
- NerdWallet-Tax Breaks and Loan Options to Pay for College
- MONEY-The 6 Best Big Cities: Raleigh
- LA Times-How much should a Fed rate increase guide home refinancing decisions?
- Nerdwallet- Prince’s Estate Issues Underscore the Importance of a Will
- Wall Street Journal-How to Handle Clients with Unreasonable Performance Expectations
- NerdWallet-How to Save Money Without Disrupting Your Lifestyle
- US News-Financial Pitfalls of Growing Older and How to Deal With Them
- Huffington Post-Retiring Soon? Here Are the 5 Things You Should Do First.
- NewsOK-Are Financial Advisors Worth the Fee?
- Ask Liz Weston-Friday’s Need-to-Know Money News
2015
- Experian – What to Expect (Financially) When You’re Expecting
- The Christian Science Monitor-Social Security ‘file and suspend’ rules changed: what you need to know
- Nasdaq- Deciding Whether Active or Passive Funds are Right for You
- Go Banking Rates-40 Money Habits That Can Leave You Broke
- Nerdwallet-Five Things to Know Before Exercising Your Stock Options
- Fox Business-Financially Fit Cities Across America: The Right Way to Keep Up With the Joneses
- Financial Independence Hub-Retirement, Findependence or Unretirement?
- CNBC-It’s not too late to save for retirement
- NerdWallet-High Earners Can Still Get Into a Roth IRA
- NerdWallet-What a Ski Vacation and Investing Have in Common
- Spectrum News-Paying for Higher Education Doesn’t Have to Break the Bank
- The Christian Science Monitor-Exercising your stock options? Read this first.
2014
- Time.com/MONEY – The Real Purpose of Financial Planning
- Financial Advisor IQ – Clients Who Save Excessively Need Help, Too
- TIME.com/MONEY – It’s Time to Rename Retirement
- InvestmentNews- Finding a young adviser for your team
- TIME.com/MONEY-How Arnold Palmer and Yo-Yos Can Help Your Finances
- NerdWallet-Top 10 Smart (and Painless) Ways to Save Money
2013
- News & Observer – What to Save, and When
- FinancialPlanning.com-Sound Off: Startup Blues?
2012
2011
2010
- Triangle Business Journal – Top Triangle Investors Dissect the Market
- Newsweek – The Retirement Race
2009
- Triangle Business Journal – Money Managers say Crisis result of 30-year Affair with Debt
- ThinkAdvisor –The Changing Rules of Asset Allocation: Practice Edge
- Wall Street Journal – Twitter Yields Intelligence for Advisors
- NCSU.edu – Allison Berger & Chad Smith speaks at NCSU Personal Finance Club
- Saturday Evening Post – Taking the Sting Out of Investment Losses
- ThinkAdvisor – Reassessing Risk
- Investment News – In The Prime Of Their Lives, Young Investors Fear Future
2008
- Seeking Alpha – Advisors Show Cautious Optimism According to Rydex Benchmarking
- Wealthmanagement.com – Breeding Loyalty in Bad Times
2007
- Financial Advisor Magazine – Advisors Less Confident About Economy, Stock Market
- Bloomberg – Smart Tax Strategies for Younger Workers
- Investment News – Many Advisers Marketing With A Narrower Focus
- Triangle Business Journal – Situation Could Get Worse as ARMs Reset
2006
- USA Today – Compromise is Vital to Forming a Successful Financial Life Together
- Triangle Business Journal – Testing Portfolio DNA
- Financial Advisor Magazine – The Best Software You Might Never Own
