LifeYield’s Paul R. Samuelson, writes captivating tax-smart article for InvestmentNews
November 15, 2017 - The article, Morningstar’s Tax-Cost Ratios Beat Its Fund Rankings, written by our colleague, Paul Samuelson, describes...
In the News
LifeYield founder, Hoffman – one of “Ten to Watch” in WealthManagement.com
"Mark Hoffman's latest fintech venture was born out of a discussion between his longtime business partner, Paul Samuelson, and Samuelson's...
LifeYield featured in Financial Advisor IQ
August 9, 2017 - LifeYield featured in Financial Advisor IQ as “the only one doing tax efficiency comprehensively across household...
LifeYield mentioned in The Financial Revolutionist
New York, July 7, 2017- LifeYield has been mentioned by The Financial Revolutionist in its weekly briefing, No. 88, as one of the most...
Former Merrill Lynch Executive, Riley Etheridge, Joins LifeYield Advisory Board
BOSTON – July 11, 2017— Riley Etheridge, Jr., CFA, CFP, a former senior executive at Merrill Lynch, has joined the advisory board of...
LifeYield’s Jack Sharry Honored by IMCA
BOSTON, May 2, 2017 --The Investment Management Consultants Association® (IMCA®) presented several prestigious awards today at its 2017...