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Massey Quick Simon in the Media

Please See Important Disclosures Regarding Media Moments

Wall Street Journal: Advice for a Couple That Has Way Too Much Credit Card Debt

Bill Lalor, Director of Financial Planning at Massey Quick Simon & Co. offers a case study guiding a family on how to manage their credit card debt, mortgage, and student loans. The family, Shane and Toni Smith from Paradise, California suffered a small amount of property loss in the 2018 wild fire that spread though the town. The family has three children and are considering expanding Mr. Smith’s business to the Caribbean. Read the article to learn about how Bill advises this family on how to tackle their debt.

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How a Financial Adviser can help during Market Turbulence

In this Harness Wealth article, Massey Quick Simon Director and Client Advisor, Larissa Mehlfelder, shares her thoughts on how a financial advisor can help clients’ prepare themselves for a recession by structuring their portfolio to “weather the storm.” Read the full article on Harness Wealth’s website.

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The COO Roundtable, Episode 7

Massey Quick Simon Managing Partner, Mark DeLotto, discusses his role as a duel COO and CCO at the firm and shares his thoughts regarding our unique hiring process on episode 7 of The COO Roundtable. The podcast features operations leaders from large RIA’s around the country and aims to shed light on operational best practices at these firms.

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Citywire USA: RIAs’ midyear outlooks

Chris Moore, MQS Chief Investment Officer reveals how the firm is positioning ourselves for the second half of 2019. In the Citywire article, Chris expands his thoughts on equities, fixed income portfolios, and exposure following the dramatic pull back in the fourth quarter of 2018.

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RIA Survey & Ranking 2019

For the sixth year in a row, Massey Quick Simon has been named to Financial Advisor's Annual RIA Ranking. As a fee only firm, MQS is very proud of this accomplishment and is thrilled to be ranked #106 in the 2019 publication.

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Investment News Top Fee-Only RIAs by State

Massey Quick Simon is proud to be named among the top 3 New Jersey based firms by InvestmentNews in their rundown of top fee-only RIAs by state. At Massey Quick Simon, our approach to investing follows the highest fiduciary standards and our advice is driven by our unwavering efforts to act in the best interest of our clients.

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Investment News 2019 Best Places to Work for Financial Advisers

Massey Quick Simon has been recognized as the #1 Ranked company with 50+ employees and the #4 overall ranked firm out of 75 by Investment News. MQS established the Employee Experience Committee, which plays a key role in “making the employee feel heard.” We are thrilled to be included on the list and are committed to making MQS a great place to work!

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NJBIZ 2019 Best Places to Work in New Jersey

Massey Quick Simon is proud to be named to the NJBIZ 2019 Best Places to Work in New Jersey list in the medium sized company category. Best Places to work companies are decided based upon participation with the Best Places to Work survey from their sister company, Best Companies Group. The program collects data confidentially, allowing employees to comfortably share feedback about the companies they work for. Our team is very proud of this accomplishment and very happy to be included on this list.

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