News of note

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.



2011

December

November

  • 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

August

July

June

  • David Burd quoted in the Huffington Post article, Why Doctors Should Be Allowed To Work Part-Time by Carolyn Anderson
  • 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

January



2010

November

October

  • David Burd and Jim Hemphill completed the MS 150 City to Shore bike tour

July

  • TGS Financial Advisors recognized by Wealth Manager magazine 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

April

March

February

  • TGS Financial Advisors celebrated the firm's 20th anniversary.
  • Jim Hemphill's article, "Good riddance to a bad decade" 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's Book 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, A Year and A Day , 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

 

 

 

Please remember that different types of investments involve varying degrees of risk, and that past performance may not be indicative of future results. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by TGS Financial Advisors) will be profitable. Please remember to contact TGS Financial Advisors if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/revising our previous recommendations and/or services, or if you want to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.