My Practice >>

Joelyn Brickner
Alex Yoo: Through words and deeds, Pt. 1
Article posted by Joelyn Brickner
When Alex Yoo retired from fighting fires, he decided he'd help people by becoming a financial advisor. “Whatever I did, it had to be a profession that would leave a lasting impression — like a thumbprint on a piece of clay — on peoples’ lives.”

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Retirement >>

Roccy Defrancesco
When underperforming the S&P 500 is a good thing
Article posted by Roccy DeFrancesco
If you are tired of clients or potential clients pointing to the S&P 500 index as their investment benchmark, use the information in this article to help them understand that the S&P 500 has far too much risk to be used as a benchmark for an overall wealth building portfolio.

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Health >>

Michael Mahoney
The 10 essential health benefits covered under the Affordable Care Act
Article posted by Michael Mahoney
Although the 10 essential health benefits are now covered with no annual limits or lifetime maximums, many Americans might not know what these benefits include. Now is the time to learn about the 10 essential health benefits and take advantage of your and your clients' health plans.

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Life >>

Warren Hersch
5 tech products for advisors: Are they living up to the hype?
Article posted by Warren Hersch
Advisors have a lot to gain for the most recent round of tech tools — but also, some would argue, a lot to lose.

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Annuities >>

Alanna Ritchie
Defined benefit plans and the impact on the annuity market
Article posted by Alanna Ritchie
As more companies join ranks as DC plan providers, both the primary and secondary market can expect new consumers interested in reliable and flexible financial products.

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