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We’re honored to have our perspectives and values highlighted in the following publications.

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As Seen In:
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Why Beneficiary Designations Usually Override Wills for Retirement and Insurance Accounts
Your Will Doesn’t Control Who Gets Most of Your Money. This Does
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Spender vs. Saver? The Top Money Conflicts Couples Keep Having—And How To Fix Them
Is Going Into Debt Worth It Just To Save 20% on Prime Day?
You Can’t Tell Kids How to Feel
Aligning personal finance with your values and life satisfaction
‘Trump accounts’ come with a $1,000 baby bonus. Then the rules get complicated, tax experts say
5 Financial Planning Concerns That Are Totally Unique to Parents
How Many People Retire With $1 Million or More in Their Retirement Account? The Number Might Surprise You
Trump’s new MAGA accounts are getting a thumbs down from financial experts
Can Investing in Dividend Stocks Make You a Millionaire?
Gen Z Homeowner Refuses To Put Boyfriend on Mortgage, Internet Agrees
Can You Really Retire Early By Investing Only in Index Funds? Here’s What the Math Says
Direct indexing: What it is and how it works
The new (radical) rich who can’t wait to give away their fortunes
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NAPFA Nation Episode #11: “Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch
Financial Planning Magazine
RIA clients invest $18.5M in impact startup’s first private equity fund
Teutsch named among top 10 rising stars in financial planning
These 10 innovative planners are FP’s Rising Stars for 2023
What Is a Roth IRA and How Does It Work?
Financial Planning Magazine
House GOP push against ESG raises stakes of political investing debate
The problem with ESG funds—and how to make a ‘real impact’ with your money: Financial expert
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What the hell is a “woke bank”?
In Their 20s, Struggling to Save and Tired of Being Lectured About It
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Eight Ways to Make Inflation Sting a Little Less
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The stock market can be an emotional roller coaster. It shouldn’t be.
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The young, rich, anti-capitalist capitalists
A socialist adviser helps far-left clients accumulate wealth while fighting for financial fairness
Opinion:  I thank D.C. for raising my taxes
Growing A Healthy Practice
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How to avoid losing all your money on investing apps
Prophet Motive
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Terrible financial advice is going viral on TikTok
How To Make The Most Out Of Your Charitable Giving
Investing for the Future in the United States of Agita
Investing in Change
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What would you do if you missed two paychecks?
Deepening Client Relationships With A Political Niche To Find Shared Beliefs with Zach Teutsch
Impact Financial Planning for Progressives – The Career of Zach Teutsch
5 Dead-Easy Ways to Start Saving for a House
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Sean Spicer said Hitler didn’t gas his own people. Let me tell him about my ancestors.
How Couples Do Money
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6 secrets to getting a good deal on a house
Two Couples, One Mortgage
Ari Weisbard & Rebecca Ennen
Buying an Audience: Justifying the Regulation of Campaign Expenditures that Buy Access to Voters