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Barron’s Advisor | October 2025
This Barron’s Big Q article focuses on the government shutdown and what advisors are saying to investors. StraightLine’s President Mike Bisaro shared his thoughts, noting that markets have largely ignored the government shutdown due to past experience with similar events. He summarizes that few expect the impasse to affect their portfolios unless it drags on significantly. However, he cautions that economic impacts are real and may grow, such as unpaid furloughed workers and stalled government activity. If the shutdown continues, ripple effects and uncertainty could rise. Read the article (subscription required): What Does the Government Shutdown Mean for Investors? Financial Advisors Weigh In. |
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Financial Planning | September 2025
This Financial Planning article features insights from StraightLine’s President & CEO Mike Bisaro in its coverage of the One Big Beautiful Bill Act (OBBBA) and how it reshapes charitable giving strategies. Mike noted that these changes could influence how and when people choose to give, with some donors potentially front-loading gifts before the new floors and limits take effect in 2026. Read the article (subscription required): A 'new adventure' for charitable giving, itemizing under OBBBA |
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Barron’s Advisor | August 2025
This Barron’s Q&A feature about StraightLine and CEO Mike Bisaro highlights the firms deep rooted fiduciary philosophy, unique approach to serving retirement-plan participants at all life stages, and collaborative leadership. Read the article (subscription required): How One Wealth Manager Built a Niche Advising Retirement-Plan Participants |
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Barron’s Advisor | August 2025
This Barron’s Advisor Big Q article focuses on alternative investments in 401(k)s and why advisors have mixed feelings about adding everything from private equity to crypto. StraightLine’s President & CEO Mike Bisaro shared his thoughts and summed it up like this “I think plan sponsors and plan fiduciaries are going to be extremely hesitant to bring in these areas, even with some of the roads being cleared toward their adoption. You might over time start to see it as little parts of things like target-date funds. I get the appeal of it, I just think the adoption is going to be very minimal and very slow if it happens at all.” Read the article (subscription required): Alternative Investments in 401(k)s: Why Advisors Have Mixed Feelings |
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Quartz | August 2025
Guidance on building resilience in uncertain times headlines this article, where StraightLine President & CEO Mike Bisaro discusses the importance of an emergency fund and shares actionable steps to recession-proof personal finances. His insights can help individuals make confident choices that support lasting financial stability. Read article: Worried about recession? 7 tips to shore up your finances right now |
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Financial Planning | July 2025
Financial Planning featured StraightLine President and CEO Mike Bisaro, AIF®, in this article exploring how the One Big Beautiful Bill Act (OBBBA) is impacting families’ approach to tax planning and savings in 2025. The article discusses accounts for newborns, expanded qualifying expenses for 529 college savings plans, and higher FSA dependent care contribution limits, clarifying how these changes affect parents’ strategies for managing education and childcare costs. Read the article: Caps, credits, contributions: Tax planning for parents under OBBBA |
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AOL | June 2025
This article on AOL Finance highlights a frequent oversight with Roth IRAs: opting for overly conservative investments and missing out on the account’s tax-free growth advantage. StraightLine’s Rob Rickey contributes by reminding advisors and clients alike to revisit their portfolios to ensure they are unlocking the true tax efficiency power of their Roth IRAs. Read the article: This is the No. 1 Mistake Americans Make with Their Roth IRAs |
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Insurance NewsNet | May 2025
Market volatility and the sequence of returns risk are reshaping how retirees approach their financial plans, as explored in this InsuranceNewsNet article. StraightLine’s Rob Rickey contributed his perspective on the importance of maintaining a flexible withdrawal strategy to help manage these risks. Rob highlights how adaptability and thoughtful planning can support long-term financial security for today’s retirees. Read the article: The Reshaping of Retirement: Volatility and the ‘sequence of returns’ |
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Yahoo! Finance | May 2025
Concerns about the future of Social Security and its impact on the middle class were highlighted in this Yahoo! Finance article that includes insights from StraightLine’s Chief Growth Officer, Rob Rickey. Rob explains that while Social Security will remain a vital part of retirement planning, potential changes could affect future retirees, particularly younger workers. He emphasizes the importance of building financial resilience through increased personal savings, appropriate investment strategies, and developing multiple streams of retirement income. Read the article: Should the Middle Class Really Be Worried About the State of Social Security? Experts Weigh In |
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Barron’s Advisor | May 2025
Mike Bisaro was featured in Barron’s Advisor Big Q, sharing his expertise on how recent graduates can successfully navigate today’s competitive job market. In the article, Mike highlights the importance of resilience, building strong professional networks, and staying open to new opportunities as key strategies for early-career professionals. His insights provide practical guidance to help new grads launch and grow their careers with confidence. Read the article: It’s a Tough Job Market for College Grads. Here’s Some Advice. |
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Citybiz | April 2025
StraightLine’s CEO, Mike Bisaro, AIF®, shared his thoughts in a citybiz article discussing tariffs and market turbulence, where he encouraged readers to “keep perspective and think globally.” Read the article: Tariffs & Market Turbulence: Financial Professionals on What to Consider |
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GOBankingRates | March 2025
In this GOBankingRates article, Rob Rickey contributes to the discussion about preparing for retirement. For Rob, it's not just about the numbers it's also about knowing what you want out of retirement. Read the article: Tony Robbins: This Is the 'Retirement Age' You Need to Consider |
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Fiduciary Voices | March 2025
Rising recession concerns and headlines about layoffs have heightened investor anxiety, but StraightLine President and CEO Mike Bisaro urges investors to keep perspective and avoid making emotional decisions during periods of market volatility. In this Fiduciary Voices profile, Bisaro highlights the importance of staying invested for the long term, noting that missing just a few of the market’s best-performing days can significantly impact returns. He recommends maintaining a diversified, globally focused portfolio to help reduce risk and capture new opportunities, especially as U.S. stocks have recently dominated performance. Bisaro also points out that policy changes and quick market rebounds are always possible, reinforcing the need for a steady, disciplined approach to investing. Read the article: Keep Perspective and Think Globally |
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Barron's Advisor | November 2024
In this article in Barron’s Advisor, StraightLine’s CEO Mike Bisaro lends his thoughts to the journalist’s question: What is your take on Bitcoin and other cryptocurrencies for client portfolios? Read the article: Bitcoin Just Hit a Record High. What Financial Advisors Think of Crypto Now |
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TheStreet | August 2024
In this article published by TheStreet, where asset allocation and trends for 2024 are discussed, Rob Rickey contributes thoughts on the importance of working with a financial advisor during times of volatility. Read the article: Asset Allocation and Investment Trends to Watch in 2024 and Beyond |
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WealthManagement.com | August 2024
In this feature in WealthManagement.com's WealthStack, StraightLine's technology solutions are front and center, highlighting our innovative approach to a customized approach to serve our clients better. Read the article: StraightLine Group: Customizing The Tech Stack For Clients In Retirement |
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Fiduciary Voices | June 2024
Mike Bisaro joins FinLit host Rebekah Law in this interview to discuss summer savings and tips for planning the best vacation. Watch the full interview here: Making Your Dream Vacation a Reality with Mike Bisaro: Fiduciary Voices Summer |
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HOUR Detroit l May 2024
Five Star Professional (FSP) bestowed the prestigious Five Star Wealth Managers award upon Mike Bisaro of StraightLine for his outstanding performance during the period from September 5, 2023, to February 29, 2024. Among the 3,550 Detroit-area wealth managers evaluated for the award, only 312 individuals, representing a notable 9% of the candidates, were recognized as the 2023 Five Star Wealth Managers. This accolade highlights the firm's exceptional expertise and dedication to providing top-notch wealth management services to its clients in the region. Read all about the award: Five Star Professional Award Winners. |
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Fiduciary Voices l April 2024
Rob Rickey joins FinLit host Marie Swift in this quick interview during Financial Literacy Month. Listen to learn Rob's tips and insights on ways to get the most out of the financial year. Watch the full interview: Financial Literacy and Money Smarts with Robert Rickey |
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Citybiz l April 2024
Marie Swift interviews Mike Bisaro on Citybiz during Financial Literacy Month to discuss the things to think about to while building a financial future, cryptocurrency, credit freezes, and more. Watch the full interview: Marie Swift Interviews Mike Bisaro, President and CEO of StraightLine |
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WealthTech Today l December 2023
StraightLine’s Rob Rickey was a recent guest on the WealthTech Today podcast where he provides invaluable insights into navigating the intersection of Financial wellness, holistic financial planning, and investment advice. Listen to this insightful conversation, delving into the integration of well-being and financial prosperity in the ever-evolving landscape. Listen to the podcast: The Merger of Wellness & Wealth with Rob Rickey, StraightLine |
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BestStocks.com l November 2023
In this BestStocks.com article, Personalized Wealth Management in the Digital Age: How Technology is Enhancing Investment Advisory Services StraightLine is recognized for our efforts to modernize our business model through investments in people, technology, and infrastructure. Read the article: Personalized Wealth Management in the Digital Age: How Technology Is Enhancing Investment Advisory Services |
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Elementality l October 2023
In this Elementality podcast, StraightLine's Chief Growth Officer Rob Rickey sheds light on the significance of partnering with employers to deliver education and guidance to employees engaged in their sponsored plans. Rickey explores the benefits of incorporating diverse advice options within a plan to ensure a broader reach and help more individuals access the guidance they require. Listen to the podcast: Making Quality Advice Available to All with Rob Rickey |
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GOBankingRates l September 2023
In this recent article from GOBankingRates discussing whether retirees need to move in order to afford retirement, StraightLine's Rob Rickey shares his thoughts on steps retirees can take to help them stay where they are in retirement. Read the article: Think You Have To Move To Afford Retirement? These Financial Steps Can Help You Stay Where You Are |
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Crain's Detroit Business l August 2023
Rob Rickey is featured in Crain's Detroit Business' People On The Move as he joins StraightLine as Chief Growth Officer. Read the announcement: Crain's Detroit Business People On the Move: Rob Rickey |
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WealthManagement.com l August 2023
WealthManagement.com shares the news about Rob Rickey joining the StraightLine team in this RIA Edge RIA Roundup. Read the article: RIA Roundup: StraightLine Taps Former TIAA Exec to Grow Retirement Plan Business |
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Citybiz l August 2023
The news of Rob Rickey joining StraightLine is the subject of this article by Citybiz, which also shares the recent listing in Financial Advisor magazine's 2023 RIA Survey and Rankings. Read the article: Rob Rickey Joins StraightLine Group to Lead Expanding Focus on Employer-Sponsored Retirement Plans |
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Family Wealth Report l August 2023
Family Wealth Report shares the news of Rob Rickey joining StraightLine in this Who's Moving Where In Wealth Management article. Read the article: Who’s Moving Where In Wealth Management – StraightLine Group |
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yahoo! finance l August 2023
In this news release StraightLine shares the news about Rob Rickey joining as Chief Growth Officer and the FA Mag RIA Rankings. Rickey will lead strategic efforts as the firm expands its focus on delivering general education, communication, and advice to individuals in employer-sponsored retirement plans. He first served StraightLine in the capacity of a strategic consultant starting in October 2022 and officially joined the firm full-time in July 2023. Read the release: StraightLine Hires Rob Rickey to Lead Expanding Focus on Employer-Sponsored Retirement Plans |
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MoneyWatch l August 2023
In this CBS MoneyWatch article, StraightLine's President and CEO Mike Bisaro speaks about how to determine if CDs are a right fit compared to a savings account or bonds and whether or not investors should open a 6 or 12-month CD based on where interest rates are at: “If the investor is just looking for protection with increased returns over checking or saving rates, laddering CDs of different maturities can be a great strategy.” Read the article: What are CDs paying right now? |
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TODAY | February 2022
There's a lot of hype surrounding cryptocurrency these days, but it comes with some risks. NBC investigative correspondent Vicky Nguyen shares top tips to consider before investing in crypto. Read the article: Should you invest in cryptocurrency? |
