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MEDIA
IN THE PRESS
National financial press turns to Matthew Chancey, CFP® for clarity on tax strategy, wealth preservation, and retirement planning.
Fortune
“Fund a Trump Account for your kid before you’ve captured every dollar of your own 401(k) match, and you’ve made an expensive mistake dressed up as good parenting.”
Read ArticleMarket Watch
“For upper-middle-class families whose kids won’t touch the money, it’s a real tax-free growth engine,”
Read ArticleThe Wall Street Journal
"Trump's account executed over 21,000 trades in one year! How did Charles Schwab amplify Trump's tax reduction?"
Read ArticleMilanofinanza
"le perdite sugli investimenti azionari, come quelle generate dalla strategia di indicizzazione diretta adottata dai Trump, possono compensare le plusvalenze in qualsiasi voce di un portafoglio di investimenti, comprese quelle generate dalle criptovalute e dalle cessioni aziendali."
Read ArticleThe Daily Upside
"SMAs can produce meaningful tax savings, but work best as one piece of a coordinated plan involving advisors"
Read ArticleBarrons
“The projection issue … isn’t unique to Trump Accounts. It’s how nearly every long-horizon financial projection in the industry is presented."
Read ArticleKiplinger
"The fee was never really about investment management. It was about the human across the table when things go wrong."
Read ArticleAOL
"Don't let the tax tail wag the lifestyle dog, The people who move purely for taxes are solving the wrong problem."
Read ArticleSmall Business CURRENTS
"Most owners are still running a tax strategy their father’s accountant wrote in 1995."
Read ArticleTECHBYTE
"If you owned bitcoin because it was going up, the case was never sound."
Read ArticleYahoo Finance
"The investor doesn't get smarter. The platform gets stickier."
Read ArticleInvestopedia
"ETFs are the floor of a thoughtful portfolio. They're rarely the ceiling."
Read ArticleKiplinger
"Two to three is the Goldilocks number for most retirees."
Read ArticleMorningstar
"You can't give anyone anything and have them understand or appreciate the value of it,"
Read ArticleMarket Watch
"A taxable brokerage account invested in boring diversified assets over 18 years will outperform most targeted college savings vehicles."
Read ArticleFinancial Advisor
"It's a compliance question with a default answer of no."
Read ArticleYahoo Finance
"Wealth gets built by the boring stuff over decades, not the thrilling stuff over weeks."
Read ArticleThe Daily Upside
"Junk bonds are a different animal that happens to share the same family name."
Read ArticleBisnow
A Real Estate Operator Used Colliers' Brand To Sell Retirees Risky Investments. Many Lost Everything
"It's so disingenuous, the way it's positioned to the client."
Read ArticleForbes
"Effective Tax Management Strategies for High-Net-Worth Investors"
Read ArticleThe Wall Street Journal
"You should be able to obtain a more direct ownership structure."
Read Article