In the News

Stepp & Rothwell, Inc. is frequently quoted in local and national news and magazines, including Bloomberg BusinessWeek,, Fortune, Kiplinger’s Personal Finance, Los Angeles Times, Medical Economics, Private Wealth, Reader’s Digest, The Robb Report, SmartMoney, Wealth Manager, and Worth.

The Perils of Startups

May 1, 2018

“End-of-Year Tax Tips: Do What You Can Before It’s Too Late”

November 15, 2017

“Retire by 50: How to Manage Your Finances to Retire Early”

August 16, 2017

“Help Clients Avoid Surprisingly Steep Medicare Premiums”

August 8, 2017

“Doctors’ 5 Most Frequent Investing Mistakes – and How to Avoid Them”

May 3, 2017

“Grandparents and Gift-Giving: How to Set Boundaries with Children”

The Wall Street Journal
February 3, 2017