In the Media

Simon frequently contributes personal finance-related articles to various media outlets, and has been variously published in, among others, Business Insider, the Wall St. Journal, CNBC and CNN Money and is a regular contributor to Investopedia. He also hosts his own podcast: Angles. 

Simon has also been featured in other podcasts and a number of financial planning-related videos on Investopedia, Asset TV and more and makes frequent presentations at universities, companies, public library networks, trade associations, conferences, workshops, WeWork locations and private groups.

Some of Simon's RECENT media contributions AND PRESENTATIONS include:

• Simon presented at Oceanside Library on why you should “Think Twice Before Buying a Home”

• Simon presented on “Building A Better Retirement Portfolio” at the New York Public Library, Science Industry and Business Library

• Simon’s appearance with Freedom Mortgage’s informational “First Time Homebuyers Seminar” (full version)

• Simon helped craft an Investopedia article on how financial advisors should act to avoid running in to ethical and legal problems with clients

• Simon is quoted in an article on the Brick Underground real estate website about the problem with large down-payments and all cash deals.

• Simon is quoted in an Investopedia article about individual investors' unpreparedness for a downturn.

• Simon's Investopedia article on why, when it comes to his clients, he doesn't care

• Simon is among three advisors interviewed by Investopedia in a video about offering various technology solutions to clients

• Business Insider published Simon's article on why procrastination can damage your wealth

• Simon's Savvy Parents article on college funding and the Expected Family Contribution

• Estate attorney Laura Cowan interviewed Simon on the common mistakes that financial advisors see their clients making over and over again

• Simon is quoted in an Investopedia article "Advisors: How to Make Robo Technology Work for You"

• Investopedia article: "Why Socially Responsible Investing Is A Bad Idea"

• Simon's appearance on Asset TV, talking about advising foreign national clients in the US

• Simon is quoted in an article: "So You Are Inheriting A House - Now What?"

• Another Savvy Parents article from Simon, on what to think about when choosing a financial advisor

• Simon's presentation on "Mutual Funds, Index Funds and ETFs" at the Financial Planning Association's annual Financial Fitness Workshop, along with most of the other presentations given that day

• Investopedia article: "Choose ETFs Over Mutual Funds For Your Portfolio"

• Investopedia article: "Financial Issues For Foreign Nationals Living In The US"

• Investopedia article: "Why Procrastination Will Steal Your Future Wealth"

• As part of SUMTech 16 week, Simon and Dale Mason of The Wolf Group presented a webinar exploring the income tax, foreign account reporting requirements and estate tax considerations specific to foreign nationals in the US

• Investopedia article: "Why Stock Picking Is A Loser's Game"

• Simon was quoted in an Investopedia article on paying off mortgages

• Simon speaking at SUMTech 2016

• Simon's article for Savvy Parents on why you may need personal liability insurance

• Top Talent Lifestyle article by Simon about things to consider when Coming To America

• Simon contributed to Cultural Mixology's newsletter to their clients

• Simon is a member of the Investopedia Advisor Insights team

• Simon has written a book on investing, you can check it out here

Among the venues and events where Simon has presented on financial planning subjects are:

• Financial Planning Association of New York (multiple occasions) including multiple presentations at NYU Law School as part of The Financial Fitness Workshop

• West Texas A&M University (multiple occasions)

• State University of New York, Purchase (multiple occasions)

• Western New England University School of Law

• New York State Society of CPAs

• Association of Chartered Certified Accountants

• IBM Annual Thought Leaders Conference

• New York Public Library - Science, Industry and Business Library (multiple occasions, including regular Financial Planning Days)

• Royal Bank of Canada Women, New York (multiple occasions)

• SUMTech

• WeWork (multiple occasions)

• Oceanside Library (multiple occasions)