Here, you’ll find the latest news of and from the TGS team, including media appearances by our advisors and updates on the firm.
2012
February
David Burd featured in the Dow Jones Newswires' article A Prescription for Overworked Docs by Kelly Kearsley. David and the firm offers creative solutions for stressed and overworked doctors using the the "Part-Time Prescription" process.
January
We are pleased to announce that the Managing Directors of Tweedy, Browne have been selected as the 2011 International-Stock Manager of the Year in the U.S. by Morningstar for their management of Tweedy, Browne Global Value Fund.
The Tweedy, Browne Global Value Fund has been TGS Financial's pick for International Value since March of 2011. Click here to read Morningstar's released commentary.
David Burd named one of the "2011 Best Financial Advisers for Doctors" by Medical Economics magazine in their November 10, 2011 edition.
The entire financial advisor team including: Vincent Barbera, David Burd and James Hemphill has been named as 2011 Five Star Wealth Managers by Five Star Professionals. They were recognized in the November 2011 issue of Philadelphia Magazine.
October
Jim Hemphill's article, What's it all mean? was featured in the local Chester County online news,dailylocal.com.
September
TGS Financial Advisors was named by the National Association of Board Certified Advisory Practices (NABCAP) as a Premier Advisor 2011. NABCAP is a nonprofit organization created to establish mutually understood standards and practices among both investors and advisory practices. The list of NABCAP Premier Advisors was published in the September 23, 2011 Philadelphia Business Journal.
On September 24th, David Burd and Jim Hemphill rode in the MS 150: City to Shore Ride. The TGS team raised over $3,500 for the Multiple Sclerosis Society.
On June 21st, David Burd participated as an advisor representative panelist at the InvestmentNews Workshop Series, What you need to know about going independent in Philadelphia, PA
May
Vincent Barbera quoted in Financial Advisor magazine article, Busting Into Trusts by Eric Rasmussen
Vincent Barbera quoted in the Senior Market Advisor online article, Why family matters by Ed McCarthy
March
On March 3, TGS Financial Advisor Vincent Barbera participated as a panelist at the 2011 FPA Business Solutions Conference in Cambridge, MA.
David A. Burd recognized by Medical Economics magazine as one of the
October
David Burd and Jim Hemphill completed the MS 150 City to Shore bike tour
July
TGS Financial Advisors recognized by Wealth Managermagazine as one of the nation's Top Wealth Managers
TGS Financial Advisors recognized by Financial Advisor magazine as one of the nation’s Top RIA Firms
June
Joan Hill's article,
published in The Daily Local newspaper.
April
Joan Hill's article,
published in The Daily Local newspaper.
March
Jim Hemphill quoted in
section.
Vincent Barbera's article,
published in The Daily Local newspaper.
February
TGS Financial Advisors celebrated the firm's 20th anniversary.
Jim Hemphill's article,
published in The Daily Local newspaper.
2009
November
David Burd, Jim Hemphill and Vincent Barbera were each named one of the Philadelphia area's Best Wealth Managers in 2009 by Five Star. The ranking appeared in Philadelphia Magazine and was based on client satisfaction research.
October
David Burd and Jim Hemphill
completed the MS 150 City to Shore bike tour. Together they raised
almost $4,500 to benefit the MS Society.
Vincent Barbera, CFP® co-presented Home Buying: Your Own Gym and Locker Room at the Financial Planning Association's Financial Fitness Day
Vincent Barbera, CFP® appeared on the Berk Community Television (BCTV) show, Financial Planning Perspectives, to discuss personal and small business financial planning issues, and tips to find a good planner
August
TGS Financial Advisors highlighted in Delaware County Daily Times, On the Move section
July
TGS Financial Advisors named one of the nation’s Top 500 Wealth Managers by Wealth Manager magazine
TGS Financial Advisors recognized by Financial Advisor magazine as one of the nation’s Top RIA Firms
June
TGS Financial Advisors listed in the Philadelphia Business Journal'sBook of Lists as a Money Manager
Vincent R. Barbera, CFP® quoted in Investment News article “Financial advisers sing the praises of account aggregation services” by Davis D. Janowski
March
Vincent R. Barbera, CFP® quoted in Philly.com article “Don't let death steal your wishes: Write a will” by Candice Choi
2008
November
Vincent R. Barbera, CFP® quoted in Fortune Small Business magazine article “How high earners can grab a Roth IRA” by Jeanne Lee
July
TGS Financial Advisors named one of the nation’s Top 500 Wealth Managers by Wealth Manager magazine
TGS Financial Advisors recognized by Financial Advisor magazine as one of the nation’s Top RIA Firms
Philadelphia Business Journal’s Book of Lists: Money Managers (one of 24 companies listed in the Philadelphia metro region)
Jim Hemphill and his family return from their one year trip around the world. Visit their blog,
, to read about their journey.
Vincent R. Barbera, CFP® quoted in:
The Wall Street Journal Online (WSJ.com) article “Laid Off? Several Options For Maintaining Insurance” by Victoria E. Knight
AdvisorMax article “Young and Restless” by Stacy Schultz
FinancialPlanning.com article “Notes from NexGen” by Gabrielle Whelan
San Diego Union-Tribune article “Bridging the gap: Be sure to explore health coverage options after a layoff” by Victoria E. Knight
June
Vincent R. Barbera, CFP® quoted in:
Bankrate.com article “Making your 401(k) move: Retirement accounts for newbies” by Sheyna Steiner
TheStreet.com article “How to Get Ahead With Your Savings” by Lauren Tara LaCapra
TheStreet.com article “Five Tips for 20-Somethings to Save for Retirement” by Lauren Tara LaCapra
TheStreet.com article “How to Tell if You Need Long-Term Care Insurance” by Lauren Tara LaCapra
May
Vincent R. Barbera, CFP® quoted in:
TheStreet.com article “Buy Less, Save More, Calm Down” by Lauren Tara LaCapra
TheStreet.com article “How Tapping York 401(k) Early Can Sting” by Lauren Tara LaCapra
April
Vincent R. Barbera, CFP® quoted in:
The Wall Street Journal Online (WSJ.com) article “Repositioning for a Rebound” by Rob Wherry
SmartMoney article “Advisors Are Moving Back Into U.S. Funds” by Rob Wherry
March
David A. Burd, CFP® and Shauna Pelkey Mace presented at the Raymond James National Conference for Professional Development in Orlando, FL
2007
July
TGS Financial Advisors named one of the nation’s Top 500 Wealth Managers by Wealth Manager magazine
TGS Financial Advisors recognized by Financial Advisor magazine as one of the nation’s Top RIA Firms
Philadelphia Business Journal’s Book of Lists: Money Managers (one of 24 companies listed in the Philadelphia metro region)
2006
November
David A. Burd, CFP® named one of The 150 Best Financial Advisers for Doctors by Medical Economics magazine
July
TGS Financial Advisors named one of the nation’s Top 500 Wealth Managers by Wealth Manager magazine
TGS Financial Advisors recognized by Financial Advisor magazine as one of the nation’s Top RIA Firms
Philadelphia Business Journal’s Book of Lists: Money Managers (one of 24 companies listed in the Philadelphia metro region)
June
Marvin L. Barron III,
CFP® co-contributor of “Comparative Analysis: An Alternative Investment
Model for a Structurally Changing Market Environment” published in the Journal of Financial Planning
February
David A. Burd, CFP® quoted in “Following the Investment Masters” by Marcy Tolkoff, JD for
Medical Economics magazine
James S. Hemphill, CFP® presented at Raymond James Financial Services National Conference in Las Vegas, NV
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may not be indicative of future
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