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Media Mentions
Aegis Financial Advisory is regularly quoted in the media and has appeared in publications such as the Wall Street Journal, The Chicago Tribune, Smart Money and U.S. News and World Report
Voices: Joe Alfonso, On Keeping It Simple
November 22, 2010 | Wall Street Journal/Financial Adviser Section I practice KISS investment management. KISS stands for ‘Keep it simple, stupid.’ Too many advisers make their investment strategy the heart of their business, when it’s just one facet of a...
Not All Advisers Enamored of ETFs
October 10, 2010 | Jessica Toonkel, Investment News Adam Bold, chief investment officer of The Mutual Fund Store, thinks that all the talk about exchange-traded funds is just hype. But last fall, he saw an ETF that interested him: Van...
Getting Them While They’re Young
September 20, 2010 | Veronica Dagher, Wall Street Journal/Wealth Adviser Section Many financial planners don’t want to take on clients in their 20s and 30s, figuring that young investors have too few assets to justify the planner’s time and attention....