In the Media

SIMON’S UPCOMING APPEARANCES:

November 7th 2018: “Homebuyers’ Seminar”, in association with Freedom Mortgage, 6pm at 1177 Ave of the Americas, New York 10036

November 27th 2018: “Building A Better Portfolio”, 6pm at the Science, Industry and Business Library, 188 Madison Ave, New York NY 10016

November 29th 2018: “Think Twice Before Buying Real Estate!”, 7pm at The Oceanside Library, 30 Davison Ave, Oceanside NY 11572

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.

Some of Simon's RECENT media contributions include:

• 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 a number of 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)

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

• SUMTech

• WeWork (multiple occasions)

• Oceanside Library (multiple occasions)