IN THE NEWS
Top 100 Registered Investment Advisors (RIAs) Of 2019 By Assets
DT Investment Partners is named on Forbes’ Top 100 RIAs of 2019 based on size and growth in assets
Philly.com: Muni bond holder? Watch for a possible Illinois credit downgrade
Jonathan Smith discusses concerns in the Muni Bond market
Philly.com: Interest rate hike and its effect on bonds
Jonathan Smith Discusses the Effect of Interest Rate Hikes on the Bond Market
Artisan's Bank Announces Strategic Partnership with DT Investment Partners, LLC
MarketWatch: Stocks in pre-Christmas rally
Andrew Zimmerman discusses the Pre-Christmas Rally for Stocks on Marketwatch Radio
Philly.com: Echoes of Lehman Brothers coming from Puerto Rico
Jon Smith discusses the parallels of Puerto Rico and Lehman Brothers' bonds
Financial Advisor: ETF Laggards To Love In 2014
Andrew Zimmerman talks about the benefits of emerging market ETFs
Fox Business: Is Puerto Rico a safe muni-bond investment?
Jon Smith discusses the gravity of Detroit’s bankruptcy proceedings and whether investing in Puerto Rico’s municipal bonds makes sense
Fox Business: Is The Currency Crisis Overblown?
Jon Smith shares his opinion on the currency crisis and its impact on investor portfolios
Associated Press: S&P 500 ekes out another small gain; IBM slumps
Andy Zimmerman shares his thoughts on companies cutting costs as investors look for ways in which they can increase net income
MarketWatch: Stocks back off after two-day advance
Andy Zimmerman provides his market outlook for the coming year
Reuters: Analysis: High-priced index funds? The worst deal for investors
Jon Smith shares his perspective on investment risks and talks about the reasons why firms often don’t offer institutional shares
BBC Capital: Looking at risk in a new way
Jon Smith talks about the importance of portfolio diversification in today’s market to avoid risk
MarketWatch: Stocks Up As Taper Fears Recede; Dow Tests 16,00
Andy Zimmerman offers thoughts on the market’s acceptance of Fed tapering plans and addresses bubble concerns
The Wall Street Journal: Favorable Currents for Preferred Shares
Andy Zimmerman offers direction on how to evaluate preferred share investments relative to other asset classes
Jon Smith joins CNBC to urge caution on IPO speculation and provide perspective on the reasons behind continued equity market gains
The Philadelphia Inquirer: Your money - A guide to the right asset mix
Jon Smith provides insights on how to construct a diversified portfolio with the right asset allocation
US News: What your Financial Advisor Should Not Tell You
Jon Smith weighs in on smart practices for financial advisors to consider when communicating with clients
Reuters: Stocks rise as weak jobs data supports easy money policy
Jon Smith addresses volatility in the technology sector from a risk and return perspective
Fox Business: How to Determine Your Risk Tolerance
Jon Smith offers advice on how to conceptualize investment risk tolerance and how it helps dictate asset class exposure