Articles

Bruce and Andy have written many Articles with the goal of educating the public about the financial services/wealth management industry. The articles also strive to give you guidance and solutions so you can make informed decisions regarding your wealth.

 Featured Content

FRANKEL-Y SPEAKING: An introduction to a series of articles about How The Sausage is Made in Financial Services

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How To Select a Financial Advisor?

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What type of investment advisor or financial planner is right for me? (A follow-up to “How do I select a financial advisor?”)

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What’s the difference in how I can work with a financial advisor? (A follow-up to How do I select a financial advisor?)

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Let’s Face It- The supermarket brokerage & insurance companies apparently don’t prioritize investor’s best interests

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How Do You Know We Are a Good Fit?

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How to Eliminate the Three Most Common Threats to Wealth Preservation

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Find Me a Specialist

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"This is one of the most important areas of our life and I don’t know who to hire. Frankly, I don’t even know what I should be looking for. Can you help me?" Lamented a very well known and successful business owner, after one of our speeches.


Are You Dying for Your Estate Plan to Work?

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