Everette's Press Coverage
and Financial Planning News

Washingtonian

April 2016 – Everette is included in the magazine's list of financial experts. Advisors on this list are chosen by asking practitioners who they would trust with their own money. Read more.

Washingtonian

November 2014 – Everette is included in the magazine's list of financial experts. Advisors on this list are chosen by asking practitioners who they would trust with their own money.

Northern Virginia

January 2013 – Northern Virginia magazine interviewed Everette on getting your financial house in order. Read more.

Washingtonian

November 2012 – The Washingtonian magazine recognized Everette as one of the Washington, D.C. area’s best financial planners.

Northern Virginia

September 2012 – Northern Virginia magazine recognized Everette as one of Northern Virginia’s expert financial advisors. Read more.

The Saturday Evening Post

July/August 2012 – The Saturday Evening Post interviewed Everette on diversified target-date retirement funds.

Washingtonian

November 2010 – Everette is included in the magazine's list of financial experts. Advisors on this list are chosen by asking practitioners who they would trust with their own money.

Kiplinger

October 2009 – Kiplinger Personal Finance interviewed Everette on how to handle adult children needing to return home because of the recession. Read more.

Investment News

June 2009 – Investment News interviewed Everette on savings accounts and laddered certificates of deposit as alternatives to money market accounts. Read more.

Investment News

May 2009 – Investment News interviewed Everette on how clients may have to adapt to the solvency of Social Security. Read more.

CNN Money

April 2009 – Money magazine interviewed Everette on ways to help a young couple survive a layoff. Read more.

Northern Virginia

April 2009 – Northern Virginia magazine recognized Everette as one of Northern Virginia’s expert financial advisors. Read more.

Washingtonian

January 2009 – Everette is included in the magazine's list of financial experts. Advisors on this list are chosen by asking practitioners who they would trust with their own money.

Morningstar Advisor

June 2008 – Morningstar Advisor interviewed Everette on how his practice started and on his helping middle-market clients with investment management. Read more.

NAPFA

November 2007 – NAPFA Advisor, a fee-only professional publication, interviewed Everette on his providing investment management services to middle-market clients, clients who are typically not helped by many advisors. (See NAPFA Advisor, November 2007, pages 10 and 11)

Legal Times

February 2007 – Legal Times published Everette's article on the three biggest mistakes that investors make. Read more.

The Washington Post

January 2007 – Kathleen Day, financial columnist with The Washington Post, interviewed Everette on the best ways to finance college. Read more.

U.S. News

February 2006 – U.S. News and World Report interviewed Everette on the value of life-cycle funds for young investors.

Kiplinger

December 2005 – Kiplinger’s Personal Finance interviewed Everette on financial solutions for a large family. Read more.

Military Officer

November 2005 – the Military Officer Magazine summarized Everette’s financial plan for a Marine Corps Officer. Read more.

Kiplinger

December 2004 – Everette was interviewed by Kiplinger Personal Finance for an article titled "When a lot of cash makes sense." Read more.

USA Today

September 2004 – Everette was asked by USA Today to lead a discussion board concerning saving money for retirement. Read more.

The Wall Street Journal

June 30, 2004 – The Wall Street Journal asked Everette to answer retirement questions from their readers. Read more.

Reader's Digest

February 2004 – Reader's Digest quoted Everette on a way to help your children retire early:

If your child earned income last year, you're allowed to open a Roth IRA in his or her name, explains Everette, a financial planner in McLean, Va., who recently opened Roth IRAs for his two children. You simply deposit the same amount they earned in a Roth IRA. Unlike a regular IRA, assets in a Roth IRA can be withdrawn tax-free. “An investment of $2,000 in a 16-year-old’s Roth IRA that earns 8% on average will grow to $94,000 when the child turns 66,” he says. [Reader's Digest, February 2004, page 221.]