Fall Message- 2016

Lassus Wherley- Fall Message- 2016

Happy autumn!  In case you missed these, the following are links to financial articles in the media where many members of our firm have been quoted.

Tracking Down An Old Pension

Karin Price Mueller, NJMoneyHelp.com

Do These 3 Things Before You Head South For The Winter

Elizabeth O’Brien, Money.com

Avoiding Fights, Teaching Teens About Money

Karin Price Mueller, NJMoneyHelp.com

Women In The Workplace: A 'Business Imperative' For Companies That Want To Succeed

Diana Lasseter Drake, New Jersey Chamber of Commerce Enterprise magazine; article appears on pages 8-9

Can My IRA Invest In A Business?

Karin Price Mueller, NJMoneyHelp.com

Column: You Can Learn A Lot From Tax Returns

Lauren Young, Reuters; article was also picked up by Fortune and Money

What Should I Do If My 401(k) Stinks?

CBSMoneyWatch; Original publication by Karin Price Mueller, Credit.com

Options For Inherited IRA Distributions

Karin Price Mueller, NJMoneyHelp.com

When Your Child Works For A Charity

Karin Price Mueller, NJMoneyHelp.com

What Is A "Lifetime Catch-Up Contribution?"

Karin Price Mueller, NJMoneyHelp.com

Please visit us at Lassus Wherley to see these and many other items that may be of interest to you under the What We Think tab.

As always, please let us know if you have any questions.

Deborah J. Rivosa, CFP®, CFA

Chief Compliance Officer

Director, Business Development



Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Lassus Wherley), or any non-investment related content, made reference to directly or indirectly will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained serves as the receipt of, or as a substitute for, personalized investment advice from Lassus Wherley.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Lassus Wherley is not a law firm and no portion of the content should be construed as legal advice. A copy of the Lassus Wherley’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Lassus Wherley does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lassus Wherley’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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