The Capelli Financial Services, Inc. team is excited about the coverage we received today in the Wall Street Journal (WSJ).
WSJ reporter, Shefali Anand, writes a monthly column that features model portfolios and advice from prominent financial advisors. Ms. Anand asked Marilyn Capelli Dimitroff and the rest of the CFS team to work with her on this month’s piece.
The article, titled: “Retirees Face Tough Choice on Pensions,” explores an emerging trend of companies making lump sum pension offers to retirees - a topic on which we’ve spent a lot of time in the last few months. Working with the Wall Street Journal also gave us an opportunity to share the importance of portfolio diversification with a broad national audience.
We’ve attached a link to the article below: