View Portfolio  |  Contact Us     Search
Advisor publications

In the Media

Article Name

Publication

Date

FACEOFF: Whole Life or Universal Life Advisor's Edge Report April 2011

 

Financialist Articles

Making the Right Decision

Making the Right Decision The Financialist • Issue 99 • October 2008 BY BRETT SIMPSON BComm CLU ChFC CFP It is natural to want the easy path to financial security and freedom of choice. It is hard to recognize that our own beha...

[Read more...]

When Fear and Greed Won the Day, Neither Won the Decade

When Fear and Greed Won the Day, Neither Won the Decade The Financialist • Issue 94 • July 2007 BY BRETT A. SIMPSON BComm CLU CHFC CFP Some of the events of the last 10 years will continue to shape our attitudes for decades to ...

[Read more...]

What’s In The Book?

What’s In The Book? The Financialist • Issue 86 • April 2005 BY BRETT SIMPSON "It was the best of times; it was the worst of times." This article is not a Tale of Two Cities, but rather a tale of two numbers and their effect on...

[Read more...]

Fully Deductible Medical Expenses

Fully Deductible Medical Expenses The Financialist • Issue 82 • April 2004   BY BRYSON MILLEY AND BRETT SIMPSON It is no secret that our government cannot balance its budget and cover all the health care costs of an agein...

[Read more...]

“Brett and his team have worked with us for about 15 years. They have had our best financial interests at heart and provided us with knowledge, skills, advice, care and confidence for our financial decisions in retirement. We are most grateful for this."

James & Anne M.