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RICH LOOKING TO DODGE PROPERTY TAX CAPS TURN TO ALASKAN TRUSTS

Date: June 15, 2018
Subject:  Mark Germain, CFP®, MBA, ADPA®
Publication: Financial Advisor Magazine
Author:  Lynnley Browning

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HOMEOWNERS LOOKING TO DODGE PROPERTY TAX CAPS TURN TO ALASKAN TRUSTS

Date: June 15, 2018
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: InvestmentNews
Author: Bloomberg News

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HOW THE RICH CAN DODGE TRUMP'S PROPERTY TAX HIKE

Date: June 15, 2018
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Bloomberg
Author: Lynnley Browning

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REFERRED TO A FINANCIAL ADVISOR? HERE'S WHAT YOU SHOULD ASK

Date: June 15, 2018
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: CNBC
Author: Deborah Nason

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CHRISTOPHER CACCHIOLA EARNS ADVANCED WEALTH MANAGEMENT CERTIFICATION—CERTIFIED PRIVATE WEALTH ADVISOR®

Date: February 23, 2018
Subject: Christopher Cacchiola, CPWA®, CIMA®, CRPC®
Publication: PRWeb
Author: Beacon Wealth Management

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NORMAL OR ABNORMAL? DIAGNOSING THE MARKET: HOW NOT TO REACT

Date: February 23, 2018
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: ETF Trends
Author: Mark Germain, CFP®, MBA, ADPA®

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5 GREAT QUESTIONS AMERICANS ARE ASKING ABOUT THE MARKET'S CRAZY RIDE

Date: February 16, 2018
Subject: Christopher Cacchiola, CPWA®, CIMA®, CRPC®
Publication: MarketWatch
Author: Alessandra Malito

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REFERRED TO A FINANCIAL ADVISOR? HERE'S WHAT YOU SHOULD ASK

Date: February 15, 2018
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: CNBC
Author: Beacon Wealth Management

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RIA SELLERS WARNED: MANY M&A DEALS WILL FAIL IN 2018

Date: February 7, 2018
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Financial Advisor IQ
Author: Thomas Coyle

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INVESTING IN BERKSHIRE HATHAWAY COULD LOOK DIFFERENT ONCE WARREN BUFFET STEPS DOWN

Date: January 10, 2018
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: CNBC
Author: Lorie Konish

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SEARING LESSONS FROM THE CRASH OF 1987

Date: October 10, 2017
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: InvestmentNews
Author: John Waggoner

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ORION ADVISOR SERVICES ANNOUNCES FOURTH ANNUAL FUSE CONFERENCE WITH EMPHASIS ON FINTECH INTEGRATIONS

Date: June 27, 2017
Subject: Tina Powell
Publication: PR Newswire
Author: Orion Advisor Services, LLC

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INTRODUCTION TO FINANCIAL PLANNING

Date: June 22, 2017
Subject: Norman Sohn, MD, MBA, CRPC®
Publication: Jewish Link of New Jersey
Author: Norman Sohn

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BEACON WEALTH MANAGEMENT CELEBRATES 15TH ANNIVERSARY WITH OPEN HOUSE

Date: June 14, 2017
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: PRWeb
Author:  Beacon Wealth Management

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FINANCIAL ADVSISERS BRISTLE AT SEC'S PITCH TO REDEFINE 'ACCREDITED INVESTOR'

Date:  February 27, 2017
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: InvestmentNews
Author: Jeff Benjamin

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BEACON WEALTH MANAGEMENT ANNOUNCES NEW PARTNERS

Date: February 1, 2017
Subject: Christopher Cacchiola, CIMA®, CRPC®, Kerry Crowley
Publication: PRWeb
Author: Beacon Wealth Management

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LIKE TRUMP? HATE TRUMP? WHAT HAPPENS WHEN POLITICS BUBBLES UP AT ADVISORY FIRMS

Date: Januray 19, 2017
Subject: Christopher Cacchiola, CIMA®, CRPC®
Publication: InvestmentNews
Author: Liz Skinner

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DEATH IS INEVITABLE. FINANCIAL TURMOIL AFTERWARD ISN'T.

Date: January 13, 2017
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: The New York Times
Author: John F. Wasik

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REVISIT ADVISOR FEES TO STAY PROFITABLE

Date: December 13, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Financial Advisor IQ
Author: Emily Brower Auchard

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SHOULD ADVISORS OUTSOURCE INVESTMENTS?

Date: December 13, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Barron’s
Author: N/A

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MILLBURN AAII TO PRESENT PROGRAM ON FIXED INCOMES TUESDAY

Date: December 12, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: NJ.com
Author: N/A

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MUST ADVISERS MANAGE MONEY?

Date: December 11, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: InvestmentNews
Author: Jeff Benjamin

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AS MARKETS SOAR, IT MAY BE TIME TO REBALANCE YOUR PORTFOLIO

Date: December 8, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: CNBC.com
Author: Tom Anderson

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HOW WILL THE OUTCOME OF THE PRESIDENTIAL ELECTION IMPACT MARKETS?

Date: October 14, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Nasdaq
Author: Mark Germain

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TD AMERITRADE APPLAUDS RIAS FOR THEIR COMMITMENT TO INDIVIDUAL INVESTORS

Date: August 27, 2015
Subject: Mark Germain, CFP®, MBA, ADPA®, Tina Powell
Publication: Business Wire
Author: Kristin Petrick

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WHY IT'S IMPORTANT TO REVIEW WORKPLACE BENEFITS IN OCTOBER

Date: October 5, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: CNBC.com
Author: Deborah Nason

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HOW A HUMBLE PAST CAN HELP ADVISORS

Date: September 22, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Wealth Professional
Author: Leo Almazora

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DOES GROWING UP WITHOUT WEALTH MAKE YOU A BETTER ADVISOR

Date: September 21, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Financial Advisor IQ
Author: Murrah Coleman

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CODERS GATHER AT FUSEUTAH TO DEVELOP FUTURE OF ADVISOR TECHNOLOGY

Date: September 13, 2016
Subject: Tina Powell
Publication: WealthManagement.com
Author: Jason Lahita

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ORION DRAWS A RECORD PACK OF HACKERS TO UTAH TO CODE, BOND -- AND COMPETE

Date: September 12, 2016
Subject: Tina Powell
Publication: RIABiz
Author: Timothy Welsh

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ORIGIN STORIES, PART 5: 'I WANTED TO MAKE THINGS HAPPEN'

Date: August 30, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Financial Advisor IQ
Author: Thomas Coyle

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TWEET YOUR WAY TO THOUGHT LEADERSHIP

Date: July 1, 2016
Subject: Tina Powell
Publication: Advisor Solutions
Author: Stephen Crowe

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ORION ADVISOR SERVICES ANNOUNCES 2016 FUSE CONFERENCE, NOW OPEN TO ADVISORS

Date: June 29, 2016
Subject: Tina Powell
Publication: MarketWired
Author: Orion Advisor Services, LLC

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A PLACE TO CALL HOME: SCSU CELEBRATES OPENING OF NEW SCHOOL OF BUSINESS OPENING

Date: June 15, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: The Hour
Author: Joseph Musante

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FINANCIAL ADVISERS PUSH BOUNDARIES OF SOCIAL MEDIA

Date: June 8, 2016
Subject: Tina Powell
Publication: InvestmentNews
Author: Christine Idzelis

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4 RULES FOR MERGING YOUR PRACTICE

Date: January 31, 2016
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: FinancialPlanning
Author: Rachel F. Elson

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ARE YOU ON FACEBOOK? WHAT IF YOU MET SEAN PARKER’S MOTHER-IN-LAW?

Date: June 11, 2014
Subject: Tina Powell
Publication: WealthManagement.com
Author: Diana Britton

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BEACON CEO INDUCTED INTO BUSINESS HONOR SOCIETY

Date: May 29, 2015
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Southern Connecticut State University
Author: Beacon Wealth Management

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BEACON WEALTH MANAGEMENT NAMES NEW MANAGER OF OPERATIONS

Date: December 14, 2014
Subject: Kerry Crowley
Publication: PRWeb
Author: Beacon Wealth Management

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LEVERAGING SOCIAL MEDIA’S PERSONAL SIDE

Date: December 11, 2014
Subject: Tina Powell
Publication: Wall Street Journal
Author: Daisy Maxey

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STIRRING UP A POTION FOR REFERRALS

Date: August 21, 2014
Subject: Mark Germain, CFP®, MBA, ADPA®, Tina Powell
Publication: Wall Street Journal
Author: Kurb Vonnegut

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BEACON’S TINA POWELL RECOGNIZED BY NYU-SCPS AS A LEADER IN COMMUNICATIONS

Date: July 22, 2014
Subject: Tina Powell
Publication: PRWeb
Author: Beacon Wealth Management

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12 REASONS NOT TO FEAR A MARKET BUBBLE

Date: June 3, 2013
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: U.S. News & World Report
Author: Richard Satran

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“WOMEN, WALLETS & WEALTH” TOPIC OF BEACON WEALTH PRESENTATION

Date: May 3, 2014
Subject: Tina Powell
Publication: PRWeb
Author: Beacon Wealth Management

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GUIDANCE ON TAXES LACKING FOR CERTAIN ALTERNATIVES

Date: November 18, 2013
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: InvestmentNews
Author: Richard Stolz

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FINANCIAL BOOTCAMP FOR WOMEN HOSTED BY BEACON WEALTH MANAGEMENT

Date: October 26, 2013
Subject: Mark Germain, CFP®, MBA, ADPA®, Tina Powell
Publication: PRWeb
Author: Beacon Wealth Management

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SOCIAL MEDIA AMPLIFIES YOUR MESSAGE, HELPS IN SEARCHES

Date: October 9 , 2013
Subject: Tina Powell
Publication: InvestmentNews
Author: Liz Skinner

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MONEY MARKET FUND DISCLOSURES ‘BEND’ YOUR DOLLAR

Date: June 15, 2013
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: U.S. News & World Report
Author: Richard Satran

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TAX EFFICIENCY SEMINAR HOSTED BY BEACON WEALTH MANAGEMENT

Date: February 14, 2013
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: PRWeb
Author: Beacon Wealth Management

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IS YOUR ‘SAFE’ MONEY MARKET FLOATING ON QUICKSAND

Date: June 25, 2012
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: U.S. News & World Report
Author: Richard Satran

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FOUR FORMER OWLS HONORED AT 2011 DISTINGUISHED AND OUTSTANDING ALUMNI LUNCHEON

Date: October 28, 2011
Subject: Mark Germain, CFP®, MBA, ADPA®
Publication: Southern Connecticut State University
Author: SCSU Athletics

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