Media Appearances

MWA has been interviewed by over 25 media outlets and featured in over 250 articles:

• ETF.com: Crypto ETFs Shrink by Nearly $700M on Fed Rate Cut
• Financial Planning: Ask an advisor: Trump is coming. Should I buy crypto?
• Bloomberg: ‘Like Buying Lottery Tickets’: Crypto Surge Lures Final Holdouts
• Financial Planning: The funniest wealth management stories of 2024
• ETF.com: Why Advisors Might Be Missing the Crypto Boat
• CFA Institute: How tech lets wealth managers focus on client relationships
• CFA Institute: How tech supports financial literacy and better money management
• Bankrate: 5 best retirement investing cheat codes, according to experts
• CFA Institute: How wealth managers are building client trust in the digital age
• Financial Planning: Ask an advisor: How can I Trump-proof my finances?
• RIABiz: TradePMR sale to Robinhood sends ripples through the RIA industry both for its potential to rival big custodians and for the discount broker’s potential clash with fiduciary culture
• Yahoo Finance: 2 Bills Retirees Should Never Put on Autopay
• WealthManagement: Advisors Want Clients to Consider History When Assessing Election’s Aftermath
• CNBC: The average age of U.S. homebuyers jumps to 56—homes are ‘wildly unaffordable’ for young people
• CNET: Last Call for APYs Up to 4.75%?
• ETF.com: Will the Election Move the Markets?
• Bloomberg: What You Need to Know About Investing in China’s Volatile Stock Market
• InvestmentNews: Milton adds to climate-change worries for retirees
• CNET: Don’t Sleep on APYs up to 5%
• Bloomberg: Here’s How to Buy Back Your Time
• Financial Planning: Why clients would rather talk politics than money with their kids
• Financial Planning: Ask an Advisor: The purpose of investment management within a client’s financial plan
• CNET: Don’t Wait. Rates Are Dropping
• ETF.com: 8 Strategies for Navigating Fed Rate Cuts
• Financial Planning: The top 20 technology funds of the decade
• CNET: APYs Are Falling Fast. Here’s Where You Can Still Score a Great One
• Financial Planning: Ask an Advisor: What is the time frame in which you analyze an investment?
• Bloomberg: How to Improve Your Credit Score
• CNET: Don’t Let High APYs Pass You By. A Fed Rate Cut Is Coming
• InvestmentNews: The transparency choice for ETFs
• Financial Planning: How advisors can ease client fears of outliving retirement income
• CNBC: Mega Millions’ $740 million jackpot has 2 payout options—how to avoid ‘blowing all the money,’ from financial experts
• Financial Planning: How advisors can protect older clients from financial scams
• Financial Planning: Back-to-school is a reminder for financial advisors to review clients’ educational savings goals
• CNET: Lock in a High APY While You Still Can
• Financial Planning: Ask an Advisor: Advising couples with ESG investing when they disagree
• Bloomberg: B. Riley’s Money Machine Ensnared Retail Investors $25 at a Time
• Financial Planning: The top 20 small-cap ETFs of the past decade
• Financial Planning: Harris vs. Trump: What financial advisors are watching in their economic proposals
• ETF.com: Morgan Stanley’s Spot Bitcoin ETF Move Draws Criticism
• CNET: Banks Are Slashing CD Rates Ahead of Next Fed Meeting
• Yahoo Finance: 4 Economic Policies of JD Vance That Could Help the Wealthy
• Nerdwallet: Weekly Mortgage Rates Tumble; Should You Refinance?
• Nerdwallet: How to Get Your Finances Back on Track for Fall
• CNET: Best CD Rates Today – Protect Your Earnings From Market Volatility
• ThinkAdvisor: 14 Pieces of Investing ‘Wisdom’ That Are Not So Wise: Advisors’ Advice
• ETF.com: Financial Advisors Try to Project Calm During Market Plunges
• The Wall Street Journal: What to Do With Your Money if You’re Worried About the Market
• The Wall Street Journal: Stock Market Today: Dow, S&P 500, Nasdaq Slide Amid Global Selloff
• CNET: Savings and CD Rates Won’t Go Much Higher, Experts Say. Here’s What That Means for Your Money
• Yahoo Finance: Here’s What a Trump Presidency Would Mean If You Plan To Retire in 2025
• Financial Planning: The 15 most expensive retirement cities in the U.S.
• Yahoo Finance: I’m a Financial Advisor: 6 Moves You Should Make If You Think Harris Will Win the Election
• Yahoo Finance: Trump Wants To Eliminate Income Taxes: 3 Items That Will Instantly Get More Expensive
• Yahoo Finance: Retirement Planning: Will You Regret Not Paying Off Your Mortgage Sooner?
• Financial Planning: What makes a dream retirement? 6 advisors share their visions
• Financial Planning: Auto enrollment in retirement plans can spur savings, but at what cost?
• Financial Planning: Paying off mortgages into retirement may make sense, advisors say
• ETF.com: The Pros and Cons of Political ETFs
• GoBankingRates: Trump Wants To Eliminate Income Taxes: 3 Items That Will Instantly Get More Expensive
• Bloomberg: How to Invest During a High Interest Rate Era
• CBS News: How debt relief can improve your credit score
• Yahoo Finance: Trump Wants To Eliminate Income Taxes: 3 Ways That May Hurt the Middle Class
• CBS News: Does credit card debt forgiveness really work? Experts weigh in
• CBS News: Should you put $10,000 in a 3-year CD this July? Here’s what experts think.
• CBS News: Why the expected interest rate cut could be good for gold, according to experts
• Financial Planning: Forget the returns. Advisors look to private markets for diversification
• Financial Planning: Client anxiety, national debt and other election news affecting wealth managers
• CBS News: What’s the minimum you should deposit in a CD? Here’s what experts say
• GoBankingRates: Finance Experts: 4 Money Goals We Set That Helped Us Achieve Financial Freedom
• CNET: APYs Stay High Following Fed’s Rate Pause: Best CD Rates for Today, June 24, 2024
• Financial Planning: Has the risk score gained too much power?
• Yahoo Finance: Why My Retired Clients Regret Not Downsizing Sooner
• GoBankingRates: 6 Summer Expenses Boomers Should Cut Now If They Plan On Retiring This Fall
• Financial Planning: Ask an advisor: My client wants to disinherit their adopted children. What should I say?
• NerdWallet: Should You Use a HELOC to Pay Your Kid’s College Tuition?
• CNET: Savings and CD Rates Are as High as They’ll Get in 2024, Experts Say
• CNET: Best CD Rates Today, June 10, 2024: Maximize Your Earnings With APYs Up to 5.35%
• Financial Planning: Meet the CFA, an investment advisor who can look under the hood
• GoBankingRates: I’m a Financial Planner: 5 Signs You Could Be Living Above Your Means — and What You Can Do About It
• Kiplinger: Pros and Cons of 403(b) Plans
• CBS News: CD interest rate forecast for summer 2024: Everything experts predict
• ThinkAdvisor: Bitcoin ETF Inflows Are Skyrocketing. Do Advisors Care?
• The New York Times: Managing an Inheritance: When ‘Mom’s Money’ Becomes Yours
• NerdWallet: 6 Do’s and Don’ts When Using CDs for Retirement
• CNET: Best CD Rates Today – Now’s the Time to Lock in a High APY
• Financial Planning: Ask an advisor: How can I stop Medicaid from seizing my home?
• Financial Planning: America’s 5 richest retirement towns
• ThinkAdvisor: Do Fees, Commissions Drive Bad Social Security Guidance? — Advisors’ Advice
• GoBankingRates: No. 1 Question Americans Have About Retirement Planning: 5 Experts Weigh In
• Financial Planning: Biden is canceling more student debt. What about mine?
• InvestmentNews: The last-minute IRA dash before Tax Day is real
• ThinkAdvisor: 15 Portfolio Spring-Cleaning Tips: Advisors’ Advice
• MarketWatch: We’re spending more on ‘bucket list’ experiences — but are they worth the money?
• CNBC: The No. 1 mistake Americans make with their credit cards—it’s like ‘owing money to a loan shark,’ expert says
• Financial Planning: Ask an advisor: Should we buy a $40,000 parking spot?
• Yahoo Finance: 7 Things Retirees Need To Know About Filing Income Tax Returns 
• ETF.com: Active ETFs Pulled in Record $26B Inflows in March
• Financial Planning: Half of wealth managers see national debt as America’s ‘most urgent’ problem
• NerdWallet: How Does Long COVID Affect Your Retirement Planning?
• ThinkAdvisor: Here Are 7 Advisors’ Top ETF Picks: Advisors’ Advice
• Financial Planning: Almost 3 out of 10 Americans have no retirement savings
• Bloomberg: How to Invest in Japan as the BOJ Hikes Interest Rates
• GoBanking Rates: Many Americans Have No Idea How Much They Need To Save For Retirement: Here’s How To Figure It Out
• CNN Business: Emergency expenses will happen. Try these strategies if you don’t have the cash on hand 
• InvestmentNews: Billions flood into bitcoin ETFs amid price surge – just not Grayscale’s
• Financial Planning: Single woman seeks wealth management: How to advise independent female clients
• Bankrate: How to start (and build) an emergency fund
• ThinkAdvisor: Is It Time to Sell the ‘Magnificent 7′? — Advisors’ Advice
• Yahoo Finance: Advisors Lean Into Alternative Investments
• Financial Planning: Ask an advisor: Can my client afford to build her retirement dream home?
• Financial Planning: The Top 20 Index Funds – 2023 Review
• Nasdaq: 10 Reassuring Signs You Won’t Run Out of Money in Retirement
• Financial Planning: The Top 20 Mutual Funds – 2023 Review
• InvestmentNews: Tax reform in 2024
• WealthManagement: Advisors’ Perspectives on SEC-Approved Bitcoin ETFs
• ThinkAdvisor: 6 Ways to Stay Connected With Snowbirding Clients: Advisors’ Advice
• HerMoney: 8 Financial New Years Resolutions That Could Change Your Life In 2024
• InvestmentNews: Nearly half of people regret their college majors. Do advisors?
• Bloomberg: What To Do With Your Money in 2024: Stocks, Bonds and Crypto
• Financial Planning: Ask an advisor: Are we in for a soft landing?
• Financial Planning: Private credit: Bubble, or something you can’t do without?
• CNBC: Despite strong economy, Americans are spending less: ‘I feel like I’m always holding my breath’
• Financial Planning: Ask an advisor: If inflation keeps falling, how should I invest?
• Financial Planning: Ask an advisor: Could I invest better than my 401(k)?
• Financial Planning: Younger baby boomers face deep shortfall in retirement savings
• ThinkAdvisor: Why the Surge in ‘Mini-Millionaires’ Demands Advisors’ Attention
• CBS News: Is Life Insurance Worth it for Seniors?
• GoBankingRates: 8 Easy Ways To Save $20,000 on Your Salary in One Year
• CBS News: How to eliminate credit card debt in five steps
• ETF.com: Oil ETFs Rally as Israel-Hamas War Escalates
• Financial Planning: For investors, government shutdowns are losing their shock value
• ThinkAdvisor: How Much Cash Do Clients Really Need? — Advisors’ Advice
• InvestmentNews: Advisors give here-we-go-again shrug to potential government shutdown
• Bloomberg: What You Need to Know About Paying Off Student Loans Early
• Fortune: Roth 401(k) vs. Roth IRA: Which one should win for your tax-free retirement savings?
• ThinkAdvisor: What 7 Advisors Are Saying About 60/40 Portfolios
• Financial Planning: Pros and cons of annuities as havens amid recent market turmoil
• Bloomberg: Time for Another Return-to-Office Push
• The Wall Street Journal: Americans Are Bailing on Their Home Insurance
• Financial Planning: How the FIRE movement keeps burning in a tough economy
• ETF.com: ETF Use Distinguishes Brokers From Financial Advisors
• Financial Planning: Ask an advisor: Should I retire abroad?
• CBS News: How to get the best home equity loan rate in today’s economy
• TurboTax: Steps to Establish A Trust for Your Family
• ThinkAdvisor: 7 Types of Investments Clients Should Avoid: Advisors’ Advice
• Financial Planning: Ask an advisor: Student debt is trapping me at home. How do I escape?
• MarketWatch: Here’s how your spending habits and views about money look to a financial adviser
• ThinkAdvisor: 8 Best Retirement Moves of 2023: Advisors’ Advice
• Financial Planning: Ask an advisor: Are SPACs ever a good investment?
• InvestmentNews: Gen X on shaky ground for retirement, with 40% having saved nothing
• CBS News: How high will mortgage rates climb? Experts weigh in
• Bloomberg: Is College Still Worth the Price?
• InvestmentNews: Gen Z: We Don’t Need as much as Boomers in Retirement
• CBS News: Benefits of Accessing Your Home Equity
• CBS News: Gold Investing Tips from Financial Experts
• Financial Planning: Americans Are Getting Older – What That Means For Wealth Management
• Financial Planning: FIRE (Financial Independence Retire Early): Changing Course
• Financial Planning: Startup Founder: What Should I Pay Myself?
• Financial Planning: As Debt Crisis Loomed, Retirement Investors Bolted From Bonds
• Financial Planning: Redtail Upends Subscription Model as Inflation, Competition Take Hold
• Bloomberg: Return of Student Loan Payments Will Stretch Household Budgets
• Financial Planning: Ask an Advisor: What Should I Do with these I Bonds I Bought Last Year?
• Financial Planning: 4 Tips for Rolling Over Your Old 401(k)s
• Bloomberg: Young People Confront Bleak Financial Future
• CBS News: The Smartest Ways to Invest in Gold, According to the Experts
• CBS News: The US May Default On Its Debt. Here’s What It Could Mean For Gold
• Financial Planning: Americans are Postponing Their Lives Due to Economic Uncertainty
• CBS News: Where Are Gold Prices Heading? Here’s What Experts Say
• InvestmentNews: What Advisors Say About New Tax Credits
• Financial Planning: In This Economy, Do I Still Need Bonds In My Portfolio?
• CBS News: Gold Investing Tips Beginners Should Know
• Financial Planning: Ask an Advisor: How Can I Diversify When Both Stocks and Bonds Are Down?
• Yahoo Finance: 10 Purchases Millennials Always Regret
• Financial Planning: My Son Has Autism. Would Retiring Early Get Him More Social Security?
• Bloomberg: Is It Time to Cash Out Your I Bonds?
• CBS News: Investing in Gold, According to the Pros
• Financial Planning: What’s the Right Mix of US and Foreign Stocks?
• CNBC: 6 Signs You Have Too Much Debt — And How To Pay It Off
• Financial Planning: 4 Expenses Retirees Most Underestimate, and How Advisors Can Help
• Financial Planning: Are My Retirement Savings Safe From the SVB Crisis?
• Bloomberg: What The Silicon Valley Bank Collapse Means For Your Money
• Financial Planning: I Don’t Have Kids Yet. Can I Still Save For Their Education?
• MarketWatch: Risk-tolerance surveys often miss what financial advisors really need to know about you
• CBS News: 4 Benefits of Buying Gold
• Investor’s Business Daily: Advisors Share Their Smartest Investments To Serve Clients
• ThinkAdvisor: Are Money Markets and CDs a Good Investment Now? Advisors’ Advice
• HerMoney: 8 Financial New Year’s Resolutions That Could Actually Change Your Life In 2023
• Bloomberg: How to Prepare for 2023 With Student Loan Relief Unclear
• Financial Planning: Ask An Advisor: Does My Client Need A Financial Planner Or A Marriage Counselor?
• Bloomberg: What to Do If You Still Have Crypto on Exchanges
• CBS News: How To Buy Gold and Diversify Your Portfolio
• Mint: Annuities vs Life Insurance
• Bloomberg: Powerball Math: Winner Faces Inflation Dilemma on $1.5 Billion Payout
• Financial Planning: Ask An Advisor: I Have Terminal Cancer. What Does That Mean For My Social Security?
• The Wall Street Journal: As Home Prices and Mortgage Rates Stay High, Prospective Buyers Put Down Payments on Ice
• Bloomberg: I Bond Hacks For Bypassing $10,000 Limit and Scoring Better Returns
• Bloomberg: Market Swings With Eyes on Fed Pivot
• Financial Planning: 401(k) bill protections for private equity, real estate, crypto investments
• The New York Times: For 20-Somethings, a Confusing Rite of Passage: Finding Health Insurance
• Financial Planning: Ask An Advisor: Will Buying Real Estate In Europe Improve My Retirement?
• NerdWallet: How to Find a Happy Balance Among Competing Savings Goals
• Bloomberg: Inflation May Be Slowing But It Still Hurts
• Bloomberg: Worried You’re Going to Lose Your Job? Here’s What To Do
• Kiplinger: How Households Are Tackling Inflation
• Bloomberg: Is the US in a Recession Yet? What You Need To Know and How To Prepare
• Bloomberg: How to Handle Surging Rent: Budget Guide for Recent College Graduates
• Investor’s Business Daily: Succinct Financial Plans Spur Clients To Act
• Bloomberg: Tips for What To Do If You Just Lost Your Job
• Policygenius: 44% of Americans Aren’t Financially Prepared For Long COVID
• CNN Business: Should you rent or buy? Ask yourself these four questions
• WealthManagement: What Advisors Want From WealthTech
• ThinkAdvisor: How Advisors Are Talking to Clients About Russia-Ukraine War: Advisors’ Advice
• Kiplinger: The FIRE Movement Is Alive and Well
• Bloomberg: Volatility Is Rising. Here’s How to Protect Your Investment Portfolio
• Policygenius: The 5 biggest reasons Americans are anxious about their money this year
• ThinkAdvisor: How Advisors Land Young, Wealthy Clients: Advisors’ Advice
• The New York Times: Starting a Business With Your 401(k)? Be Careful
• CUNY: Credit card debt soars during pandemic, but strategies reduce it remain the same
• GoBankingRates: Is Your House Worth the Mortgage? 10 Ways To Know If You’re Getting Your Money’s Worth
• InvestmentNews: Britney Spears’ father agrees to step down as conservator
• InvestmentNews: Britney Spears’ struggle for independence puts a spotlight on conservatorships
• Bloomberg: Netflix, Chipotle and Evergrande: Investments in the Spotlight
• Bloomberg: Jeff Bezos Inspires Moonshot Space Bets in Hunt for $1 Trillion Unicorn
• MarketWatch: Why direct indexing is gaining traction with financial advisers and their clients
• HerMoney: How, What, and When To Teach Your Kids About Money
• InvestmentNews: Bitcoin bears: Financial advisers still cautious of crypto
• NerdWallet: 6 Steps for Financial Spring Cleaning, Pandemic-Style
• ThinkAdvisor: 10 Podcasts Advisors Love
• Financial Planning: Here’s how COVID lockdown helped millennials save, and even pay off student loans
• InvestmentNews: Biden tax hikes dominate adviser-client discussions
• Bloomberg: The Tech Stock Rout Is Raising Risks for American Retirement Plans
• Investor’s Business Daily: Advisors Tap Fulfilling Volunteer Activities And Come Away Richer By Giving Back
• CNN Business: Should you rent or buy a home? Ask yourself these 3 questions
• SavvyMoney: Your Long-term Financial Plan Should Include Life Insurance and Disability Insurance
• WealthManagement: Advisors Weigh Place for Politics in Client Relationships
• InvestmentNews: Credit Card Debt Being Used for Gifts, Hurting Retirement
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