Upperline Financial Planning is honored to be frequently consulted by our local and national media for professional insight into numerous financial planning topics. We are happy to take part in this conversation and hope that our insights and thoughts benefit the general public. The following lists highlight articles and events featuring our firm.
Media Mentions
- May 9, 2013 – H. Jude Boudreaux, CFP® is featured in an RIABiz story about Financial Advisors using Social Media
- January 20, 2013 – H. Jude Boudreaux, CFP® is featured in an InvestmentNews practice management article titled Digital Disruption
- January 14, 2013 – H. Jude Boudreaux, CFP® is quoted in an InvestmentNews article titled Premiums Contribute to Insurance Spending Boost in 2012
- October 30, 2012 – The Upperline Financial Planning blog is named one of the Top 10 Financial Blogs of 2012 by Echelon Business Solutions
- October 29, 2012 – H. Jude Boudreaux, CFP® is featured in the Financial Planning Magazine story titled Weathering a Storm: Tips for Advisors
- August 29, 2012 – H. Jude Boudreaux, CFP® is quoted in InvestmentNews in the story Isaac Just Another Day at the Office for Gulf Coast Advisers
- August 18, 2012 – H. Jude Boudreaux, CFP® is featured in American Public Media’s Marketplace Money about discussing your spending weekly with your spouse
- August 6, 2012 – H. Jude Boudreaux, CFP® is quoted by DowJones Newswires story regarding Younger Advisors and Practice Management
- July 24, 2012 – H. Jude Boudreaux, CFP® is quoted by NerdWallet in a story regarding Joint Checking Accounts
- May 9, 2012 – H. Jude Boudreaux, CFP® is quoted by FoxBusiness in an article titled Retire With your Mortgage or Refinance? (syndicated to HSH.com)
- April 7, 2012 – H. Jude Boudreaux, CFP® is listed by Financial Planning Magazine in their feature 9 advisors with vast twitter followings
- April 3, 2012 – The Upperline Financial Planning blog is listed by Clientwise as one of their 7 Financial Advisory Blogs that Rock
- March 20, 2012 – H. Jude Boudreaux, CFP® is listed by InvestmentNews as one of The 15 financial advisers all advisers should follow on Twitter
- December 27, 2011 – H. Jude Boudreaux, CFP® is quoted in an article on Ragan.com titled 14 apps that will jump-start your writing
- December 21, 2011 – H. Jude Boudreaux, CFP® is quoted in an article on Yahoo Finance (and US News and World Report) titled 50 Ways to Improve your Finances until 2012
- December 15, 2011 – H. Jude Boudreaux, CFP® is quoted in an article by the Boston College Financial Security Project on Saving for College
- December 12, 2011 – H. Jude Boudreaux, CFP® is featured in an article in the Wall Street Journal titled How to Pay Your Financial Adviser
- December 9, 2011 – H. Jude Boudreaux, CFP® is featured in an article on Marketplace Money titled Building a Digital Legacy for your Children
- November 28, 2011 – H. Jude Boudreaux, CFP® is quoted in an Insurance News Net article titled Fee-Rarely to Fee-Only
- November 16, 2011 – H. Jude Boudreaux, CFP® is quoted in a US News and World Report article on How to Find the Best Bank Account for You
- November 15, 2011 – H. Jude Boudreaux, CFP® is named to the Medical Economics Magazine list of Top Financial Advisers for Doctors in 2011
- October 29, 2011 – H. Jude Boudreaux, CFP® delivered the Scaling the Retirement Heights presentation for AARP’s Financial Freedom tour at Dillard University.
- October 22, 2011 – H. Jude Boudreaux, CFP® and Upperline Financial Planning are proud to support the Urban Conservancy’s You Are Here for a Purpose event with a donation of 5 hours of planning time to the fundraiser’s silent auction.
- October 2011 – H. Jude Boudreaux, CFP® was selected as one of the Top Financial Professionals in New Orleans by New Orleans CityBusiness Magazine.
- September 21, 2011 – H. Jude Boudreaux, CFP® and Upperline Financial Planning is profiled by the Urban Conservancy’s StayLocal project, supporting local entrepreneurs in New Orleans.
- September 19, 2011 – H. Jude Boudreaux, CFP is featured in the Wall Street Journal in the article The More Friends the Better (referenced by Silicon Bayou News, Nola Defender, and the Content Marketing Institute)
- September 16, 2011 – H. Jude Boudreaux, CFP® is mentioned on the CBSMarketWatch Digits video segment Financial Advisers Eye Social Media for Clients.
- September 1, 2011 – H. Jude Boudreaux, CFP® is featured by Registered Rep Magazine in their story Will You Need a Server in The Cloud?
- September 1, 2011 – H. Jude Boudreaux, CFP® is quoted by RetireEasy.com in the article What Would You Do to Make Retirement Funds Last Longer?
- August 29, 2011 – H. Jude Boudreaux, CFP® is quoted in the Bankrate.com article 5 Ways to Avoid ‘Free Lunch’ Investor Scams
- August 19, 2011 – H. Jude Boudreaux, CFP® is featured in the transcript of the InvestmentNews Teleconference on Technology for Financial Planners
- August 15, 2011 – H. Jude Boudreaux, CFP® is quoted in a story by FPA titled 6 Steps to Cut Debt (syndicated to CSFreshInk)
- August 15, 2011 – H. Jude Boudreaux, CFP® is featured in a story by Registered Rep magazine about Financial Advisors Putting Client Data in “The Clouds”
- August 12, 2011 – H. Jude Boudreaux, CFP® is quoted in a story on FoxBusiness.com about the Top 3 Things 20Somethings can Do For Retirement (syndicated on Yahoo Finance)
- July 25, 2011 – H. Jude Boudreaux, CFP® is featured in a story in US News and World Report about Making a Financial Comeback
- July 19, 2011 – H. Jude Boudreaux, CFP® is a panelist for the InvestmentNews Adviser Tech 2012 teleconference about the future of technology in Financial Planning
- July 15, 2011 – H. Jude Boudreaux, CFP® was interviewed by Kate Stalter of MoneyShow.com about my perspective on Investing and the Markets. (Editorial Note from Jude – In the intro they use the line that the funds I mentioned can help “smooth out the turbulence” and I don’t think that’s the case at all. The rest of the interview seems accurate, though.)
- July 14, 2011 – H. Jude Boudreaux, CFP® was quoted by BrandMakerNews on Apps for Traveling Entrepreneurs.
- June 14, 2011 – H. Jude Boudreaux, CFP® was interviewed by the Wall Street Journal on Communicating the Value of Fee-Only Financial Planning to Younger Clients
- June 13, 2011 – H. Jude Boudreaux, CFP® was interviewed by Financial Planning Magazine in Truly Fee-Only Planning Helps Advisor Reach a Broader Clientele
- June 9, 2011 – H. Jude Boudreaux, CFP® was quoted by the American Express Open Forum IdeaHub on Taking a Sabbatical Without Ruining Your Business
- June 6, 2011 – H. Jude Boudreaux, CFP® wrote the Money & Soul column for the Journal of Financial Planning regarding Succession Planning Across Generations
- May 31, 2011 – H. Jude Boudreaux, CFP® was quoted by Reuters on the topic of investing in your child’s digital footprint. (story syndicated on Reputation.com and Stuff.co.nz.)
- May 30, 2011 – H. Jude Boudreaux, CFP® was quoted by Mainstreet.com on the topic of “What to Do With Your Graduation Money“
- April 21, 2011 – H. Jude Boudreaux, CFP® is quoted in TeenBusinessForum.com about how entrepreneurs chose the name for their company
- April 6, 2011 – H. Jude Boudreaux, CFP® co-wrote a piece for the Financial Planning Association’s consumer website on how to create a disaster plan
- March 19, 2011 – H. Jude Boudreaux, CFP® was quoted in InvestmentNews about Upperline Financial Planning’s use of technology
- February 20, 2011 – H. Jude Boudreaux, CFP® was quoted by AOL DailyFinance about Prepaid Cards for Teens
- February 7, 2011 – H. Jude Boudreaux, CFP® is interviewed by the Financial Planning Association for their story “6 Secrets to Help Sweethearts Overcome Cash Conflicts”
- January 16, 2011 – H. Jude Boudreaux, CFP® is quoted in InvestmentNews regarding Healthcare Cost Analyzer software
- December 3, 2010 – H. Jude Boudreaux, CFP® is quoted by Nathan Gehring of Couples Financial Planning & Coaching, LLC regarding values and financial decisions
- October 12, 2010 – H. Jude Boudreaux, CFP® participates in Impact Communications roundtable on fiduciary responsibility
- August 2010 – H. Jude Boudreaux, CFP is quoted in Financial Advisor magazine regarding the BP Oil Spill and its effects on South Louisiana
- March 2, 2010 – H. Jude Boudreaux, CFP® is referenced in ThirdAge.com story regarding savings
- December 20, 2009 – H. Jude Boudreaux, CFP® is quoted on Bundle.com by Gina Roberts-Gray regarding the financial costs of having a child
- December 15, 2009 – H. Jude Boudreaux, CFP® test drives four free Roth conversion calculators on the internet for InvestmentNews
- September 14, 2009 – H. Jude Boudreaux, CFP® is quoted in an article for FPA about Changes to you Financial Plan from the Falling Dollar
- July 26, 2009 – H. Jude Boudreaux, CFP® is quoted in InvestmentNews regarding Roth IRA conversions and calculators
- April 19, 2009 – H. Jude Boudreaux, CFP® is quoted in InvestmentNews about Fidelity’s Technology Benchmark Evaluator
- October 12, 2008 – H. Jude Boudreaux, CFP® is quoted in InvestmentNews follow-up article to the Financial Planning Software Showdown
- October 5, 2008 – H. Jude Boudreaux, CFP® speaks at FPA Boston as part of the Financial Planning Software Showdown
- October 5, 2008 – H. Jude Boudreaux, CFP® is quoted in InvestmentNews regarding young planners seeking jobs during financial crisis
- September 2008 – H. Jude Boudreaux, CFP® is quoted in an article for FPA titled Generational Planning: 5 Tips for Success
- August 19, 2008 – H. Jude Boudreaux, CFP is quoted in InvestmentNews regarding web-hosted applications for the Financial Planning profession
- July 2008 – H. Jude Boudreaux, CFP® is photographed as co-chair of A Streetcar Named Inspire at project launch party
- March 31, 2008 – H. Jude Boudreaux, CFP is quoted by InvestmentNews on clients seeking comfort in rocky markets
- 2008 – H. Jude Boudreaux, CFP® is selected as Loyola University New Orleans College of Business Young Alumnus of the Year
- October 2006 – H. Jude Boudreaux, CFP® is quoted in the Journal of Financial Planning regarding technology tools for disaster recovery (PDF, page 19)
- Undated – Bankrate.com – 6 ways to a successful savings plan