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Frank in the News | PFS in the News
Frank’s expertise and ability to communicate complex financial concepts in a manner that resonates with the general public and the media has made him a sought-after subject matter expert among both local and national media outlets. His ability to help clients and the public understand the context and potential outcomes of specific financial, political and economic events and situations has led to numerous interviews and appearances.
Click on the links below to access Frank’s thoughts on the topics that impact your Return on Life™.
December 29, 2011 – TheStreet.com – "2012 Resolutions"
December 22, 2011 – LA Times – "As 2011 Winds Down, There are Still Ways to Cut Your Tax Bill"
December 19, 2011 – Reuters – "Fund firms roll out global emerging markets funds"
December 17, 2011 – TheStreet.com – "U.S. Data to Battle European Debt: Coming Week"
December 12, 2011 – SmartMoney.com – "As Stocks Slide, Advisers Go Shopping"
December 5, 2011 – TheStreet.com – "Stocks Rise Despite S&P's Europe Warning Worries"
October 31, 2011 – SmartMoney.com – "Junk Bonds: More Rally Left?"
October 14, 2011 – SmartMoney.com – "Dow Breaks Even - What About You?"
Also appeared on: InsuranceNewsNet.com
September 13, 2011 – Reuters – "Analysis: How to Protect Young Investors from a Baby Boom Bust"
Also appeared on: CNBC.com
August 13, 2011 – TheStreet.com – “Market Looks for Stability in Coming Week”
August 10, 2011 – Marketplace Radio – “Market Gyrations Cause Heartache, Economic Pain”
Frank shares his thoughts on what can be done to calm theses troubled waters with Bob Moon on Marketplace Radio.
August 9, 2011 – Marketplace Morning Report– “Is There an Upside to the Downgrade?”
Frank shares his thoughts on Marketplace Morning Report with Jeff Horwich.
August 9, 2011 – Forbes.com –“Pessimistic Bernanke and FOMC Practically Admit QE Has Failed”
August 9, 2011 – USA Today –“Dow Closes up 4% After Fed News”
August 3, 2011 – Christian Science Monitor – “Is the Stock Market Turning Bearish”
August 1, 2011 – Marketplace Radio – “Weak Economy Overshadows Debt Deal”
Frank shares his thoughts on Marketplace Radio with Jeff Horwich.
July 8, 2011 – TheStreet.com
As a guest on The Street with Debra Borchardt, Frank shares his views and reaction to the latest jobs report and discusses the market.
July 8, 2011 – Wall Street Week.com
As a guest on Wall Street Week, Frank shares his views and reaction to the latest jobs report and discusses market sectors that are currently of interest.
July, 2011 – COSE Update Magazine
Frank and
other business planning experts share succession planning tips and
provide an in-depth look at the risk of waiting to develop your exist
strategy and the steps you can take now to ensure the value of your hard
work pays off when you need it most.
June 16, 2011 – MarketWatch Morning Stock Talk
Will anticipated solid earnings reports be enough to wake up the bulls? Hear what Frank Fantozzi, CEO and Chief Investment Strategist at Planned Financial Services, believes it will take to turn the tide on Wall Street. Frank shares his perspective on the current economic soft patch as well as his outlook for the months ahead with MarketWatch radio's Larry Kofsky.
May 31, 2011 – CNN Money –“How to Invest if You’ve Lost Your Job”
May 25, 2011 – Crain’s Cleveland Business – “INVESTING GUIDE 2011: Investors now more careful”
May 19, 2011 – CNNMoney.com –“Stocks Poised to Open Higher”
May 6, 2011 – New York (AP) – “Stocks Rally as Hiring Spree Surprises Wall Street”
Also appeared in: Cleveland.com; USA Today; Forbes.com; TheStreet.com; Washington Post; CBS News; ABC News; Los Angeles Times; Miami Herald; Seattle Post Intelligencer; San Francisco Chronicle; Detroit Free Press; Chicago SunTimes; MSNBC.com; Seattle Times; Bloomberg BusinessWeek; AOL News; Charlotte Observer; Yahoo News; and MSN Money.
April 8, 2011 – WELW Small Business Talk Radio
As a guest on radio station WELW’s Small Business Talk Radio, sponsored by COSE Small Business Resources and COSE Mindspring.com, Frank shares his thoughts on why it’s so important for entrepreneurs and business owners to synchronize both business and personal goals; how and why emotions can undermine rational financial decision making; and the difference that reaching retirement goals on their own terms can make for business owners and their families.
April 7, 2011 – USA Today – “Profit Alone Won’t Cut It”
Also appeared in: ABC News.com, Tucson Citizen
April 6, 2011 – Time.com – “Would a Government Shutdown Boost the Market’?
Also appeared in: Compare the Market.org, Yahoo.com
April 4, 2011 – Kiplinger’s (via Facebook.com post) – On new Japan quake 2day: Frank Fantozzi, CEO of Planned Financial Services says “While the aftershock quake in Japan doesn't help the recovery/rebuilding process we do not see this impacting the markets at all...this seems contained with no catastrophic implications."
April 1, 2011 – WSJ.com – “US Stocks Keep Gains As DJIA Pushes to Fresh 2011 Highs”
Also appeared in: Businessweek.com, MarketWatch
March 31, 2011 – CNBC.com – “Stocks Mixed in Light Volume”
Also appeared in: Christian Science Monitor
March 31, 2011 – CNBC.com – “Stocks End Mixed; Best 1st Quarter Since 1998”
March 25, 2011 – SmartMoney.com – “A High Yield Bet to Steer Clear Of”
March 19, 2011 – TheStreet.com – “Collective Bargaining: Impact on Taxpayers and Financial Markets”
Also appeared in: DailyMe.com
March 16, 2011 – Crain’s Cleveland Business – “Cleveland Bucks Construction Market Trend”
March 15, 2011 – CNNMoney – “The Panic Has Begun, What Now?”
Also appeared in: PinkSheets.info
February 24, 2011 – DailyFinance – “As IPOs Revive Should You Be Joining In?”
February 20, 2011 – The Street.com – “Retailers, Inflation, Middle East Focus of Coming Week.”
February 4, 2011 – AdvisorOne.com – “View From PIMCO, J.P. Morgan Funds and More”
The PFS focus on living the firm’s mission and core values has led to multiple industry awards and accolades. In addition to an unparalleled commitment to serving client needs, all PFS team members play active roles in the community, contributing their time, talent and financial resources to support various community and civic organizations and events.
Click on the links below to learn more.
February 2012 – Press Release– “Planned Financial Services (PFS) Announces New Team Member”
July 15, 2011 – Press Release– “Planned Financial Services (PFS) Gives Back to the Community”
Disclosures:
1. An investment in the Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the Fund. Investing in mutual funds involves risk. Including possible loss of principal.
2. Investors should keep in mind that they should consult their tax advisor prior to engaging in the strategy described in this article, significant transaction costs may apply and it is suitable for investors who can afford to absorb losses from their holdings and who are not seeking to hold securities for long-term application.).
3. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly. Investing in Real Estate Investment Trusts (REITS) involves special risks such as potential illiquidity and may not be suitable for all investors. There is no assurance that the investment objectives of this program will be attained. Alternative investments may not be suitable for all investors and involve special risks such as leveraging the investment, potential adverse market forces, regulatory changes and potentially illiquidity. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
4. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject are subject to a 10% IRS penalty tax, and surrender charges may apply.)
5. Assets under management are in brokerage and advisory assets held with LPL Financial.
6. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values and yields will decline as interest rates rise and bonds are subject to availability and change in price.
7. Investing in mutual funds involves risk, including possible loss of principal. An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program. An investment in ETFs involves additional risks such as not diversified, price volatility, competitive industry pressure, international political and economic developments, possible tracing halts, and index tracking errors. LPL Financial does not endorse any product reference in this article.
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