Year End Message December 2018

We wanted to take this opportunity to wish you a joyous holiday season and a very happy, healthy and prosperous New Year. In case you missed these, the first item is a video of Diahann at an FPA conference talking about financial advising. This is followed by an article written by Diahann as CNBC Guest Contributor talking about not letting emotions control investment decisions, especially in volatile markets. Next is a link to a video where Diahann is discussing the importance of marketing messages at the Morningstar Investment Conference earlier this year. What follows are links to financial articles in the media that include quotes from our advisors.

At the Cusp of Making a Major Leap in Financial Advising

Avoid a go-for-broke investing mentality by keeping emotional decisions under control
Diahann W. Lassus, CNBC Guest Contributor

The Importance of Marketing Messages

What to do with bonus? Pay debt or college bills?
Karin Price Mueller,

I overpaid property taxes. What can I do?
Karin Price Mueller,

Should I use a Roth IRA for college savings?
Karin Price Mueller,

When will the 2017 Senior Freeze be ready?
Karin Price Mueller,

The midterm elections: What's at stake for financial advisers
Mark Schoeff Jr., InvestmentNews

Divided we stand: How financial advisers view President Trump
Mark Schoeff Jr., InvestmentNews

Semiconductor Stocks Fall on Second Round of US Tariffs

A home's capital gain after a divorce
Karin Price Mueller,

Here's how Trump's trade tariffs could affect your investment portfolio
Lorie Konish, CNBC

Landed your first job? How to stretch your paycheck to save for retirement, cover bills
Adam Shell, USA Today (Open in Google Chrome to view article)

Finding money to pay back the IRS
Karin Price Mueller, articles where we were quoted are also being posted on, the largest news website in New Jersey.

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


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