Resources

Five Scams That Target the Elderly

“AARP estimates that older adults lose billions of dollars each year to scammers, who are especially active during the holidays.” Source: ThinkAdvisor.com | By Ginger Szala | December 06, 2019, at 4:42 PM   With the holidays rapidly approaching, we...

Will tariffs and trade talks between the U.S. and China impact the economy?

  Brian answers questions regarding the tariffs and trade talks that are ongoing between the U.S. and China and whether they will have a negative impact on the U.S. economy.

Investment & Economic Strategy Update

Brian Rezny talks about volatility within the equity markets, trade deal talks between the US and China, and the overall outlook for the US economy.

Do you have a Fee-only Fiduciary or an Annuity Salesperson?

Brian talks about the difference between having a fee-only fiduciary as a financial advisor or so-called advisor that works for a bank, wall street firm, or insurance company.

Investment & Economic Strategy Update

Brian Rezny talks about the US economy and the investment markets as we approach the end of 2019 and what to expect as we enter 2020.

Asset Allocation Doesn’t Work

Brian discusses asset allocation within an investment portfolio and how it doesn’t work for you as an investor.

Real Financial Advice. Real Money Management. 100% of the Time.

Working with investors who have $500,000 of investment assets and greater.
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