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Phil Simonides on Muck Rack

Phil Simonides

Washington, D.C.
As seen in: The Wall Street Journal, CNBC, Yahoo Finance, MarketWatch, Seeking Alpha, Nasdaq, Kiplinger, Kiplinger Tax Letter, InvestmentNews, Financial Advisor and
Covers:  personal finance
Doesn't Cover: outside personal finance
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Phil Simonides’s Journalist Portfolio

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Voices: The Misperceptions That Cause People to Avoid Financial Advisers

Voices: The Misperceptions That Cause People to Avoid Financial Advisers

The Wall Street Journal — Both advisers and families will benefit if people have a clearer understanding of services and costs, this financial adviser says.
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How to Create a Retirement Investing Strategy

How to Create a Retirement Investing Strategy

Yahoo Finance — Retirement isn't something you can prepare for on the fly. According to Transamerica's 17th annual retirement survey, 37 percent of workers don't have a fleshed-out retirement strategy in place. "Most people don't do enough planning around what they think they'll need for retirement
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MoneyGuidePro, eMoney bring data entry directly to clients

MoneyGuidePro, eMoney bring data entry directly to clients

InvestmentNews — MoneyGuidePro and eMoney, two giants in the financial planning software market, are changing the way advisers work with their clients - by getting clients more involved in data entry. MoneyGuidePro plans to launch its fourth generation platform next year, in which clients input their own information and goals, while eMoney plans to provide a portal for clients to onboard themselves through advisers' websites.
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People Are Afraid Of Financial Advisors, Study Says

People Are Afraid Of Financial Advisors, Study Says

Financial Advisor — A majority of people are scared of financial advisors, according to a survey by McAdam, a financial planning firm based in Philadelphia. Overall, 71 percent of the 2,000 people surveyed, some aspect of dealing with a financial advisor makes them afraid, and 49 percent say it is a fear of having to pay the advisor a lot of money, the survey says.
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5 myths about annuities to know before you buy

5 myths about annuities to know before you buy

MarketWatch — Annuities, despite promising guaranteed income during retirement, are widely misunderstood. Indeed, over the years some common myths about annuities have become accepted as fact. Here are some of the most common misunderstandings about annuities, and how to avoid their pitfalls.
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Millennials Essential

Millennials Essential

PLANADVISOR — Practices have several ways to successfully recruit Millennial talent
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Do you know what a financial advisor actually does for a living ... or for you?

Do you know what a financial advisor actually does for a living ... or for you?

CNBC — More than one-third of Americans, some 36 percent, don't have a strong understanding of what a financial advisor does, according to a recent study from financial advisory firm McAdam. This goes up to 46 percent for millennial respondents. What are advisors doing to address this?
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