May 24, 2021

Retire In Style With Lessons From A $4 Billion Advisor To The Rich

Valerie Newell, principal and senior wealth advisor, discusses with Investor’s Business Daily how many of her clients have used the pandemic as a time to reprioritize and realize what is most important.

April 15, 2021

The Big Q: What Is the Lasting Impact of Bernie Madoff?

In this Barron’s article, Valerie Newell, principal and senior wealth advisor, shares her thoughts on the lasting impact that Bernie Madoff made on the financial industry.

April 12, 2021

How Advisors Are Advising On, and Coping With, Cryptocurrencies

In November, Mariner Wealth Advisors became the largest independent registered investment advisor to offer access to, and advise on, Bitcoin.

March 15, 2021

It May Be Time to Start Worrying About the Estate Tax

Most people have been able to pass on assets like a family home without federal tax, but that could be changing.

February 22, 2021

Athletes Unlimited Inks Gatorade Deal Ahead of Inaugural Volleyball Season

Mariner Wealth Advisors extends its partnership with Athletes Unlimited ahead of the inaugural volleyball season.

February 9, 2021

What To Do With That Super Bowl Bonus? This Wealth Advisor To NFL Players Has Ideas

Justin McCarthy discusses the unique financial planning components for athletes, but also the importance of being a trusted advisor and building solid relationships with clients.

January 21, 2021

Crypto Advisors: How Firms Are Working With Bitcoin Now

Financial institutions are increasingly accommodating Bitcoin: PayPal now lets customers buy, sell, and hold Bitcoin, and Fidelity Investments is accepting it as loan collateral for certain customers. Influential advisory firms are edging toward advising on it, and one, Mariner Wealth Advisors, has jumped in.

January 11, 2021

Vaccine Rollout Will go a Long Way in its Impact on Investing, Consumer Sentiment: Expert

Jana Shoulders joins Yahoo! Finance to discuss market action and outlook.

December 1, 2020

Even In Retirement, You Need a Plan

Brian Leitner, head of wealth management and chief practice management officer, shares why planning for the non-financial aspect of retirement is equally as important as planning for the financial aspect.

September 14, 2020

NFL Players Look to Stock Market After Opting Out of 2020 Season

Justin McCarthy joins Yahoo! Finance to discuss the financial implications for the NFL athletes who have opted out of the 2020 football season.

August 21, 2020

Sorry, TINA: There Are Alternatives for Investors

Is TINA (There Is No Alternative) back? Our own Justin Richter shares more in Ingram’s Magazine.

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