Press Room

We’re proud to be a trusted voice in the financial media. From national news outlets to niche industry publications, VIP Wealth Advisors is frequently featured for our expertise in tax strategy, equity compensation, and high-net-worth financial planning. Explore our latest media appearances, expert commentary, and press releases below.

VIP Wealth Advisors in the News
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2025

June 1, 2025 - Bitcoin’s Record Rally Prompts Advisors to Take a Second Look (Jeff Benjamin, Yahoo! Finance)

May 29, 2025 - The No. 1 Money Problem You Should Be Worried About (And No, It’s Not Inflation) (Jennifer Taylor, NASDAQ.com)

May 19, 2025 - RIAs More Hesitant on Direct Indexing Than Wirehouse Peers (Alex Ortolani, WealthManagement.com)

May 15, 2025 - 4 home equity borrowing rules to follow this May, according to experts (Tim Maxwell, CBS News)

May 12, 2025 - Financial advisors are divided over this RMD tax strategy (Elijah Nicholson-Messmer, Yahoo! Finance)

May 8, 2025 - The Ultimate Tariff Buying Guide (Claire Ballentine and Will Kubzansky, Bloomberg)

May 8, 2025 - 10 best and worst bond funds of the past 3 years (ByRob Burgess, Financial Planning Magazine)

Press Inquiries

For specific inquiries, please contact the VIP Wealth Advisors Media Team.
press@vipwealthadvisors.com