by Eric Bruno | Jun 4, 2025 | Eric Bruno, Protection/Income, Wealth
It’s our responsibility to demystify financial concepts for our clients, but many industry sources frequently misrepresent and misunderstand annuities as options in the retirement strategy toolkit. Wink, Inc. CEO and president Cheryl Moore recently called out...
by Eric Bruno | Sep 8, 2023 | Asset Management/Advisory, Eric Bruno, Wealth
Preparing for market volatility can be a difficult and emotional journey; especially for clients who are unfamiliar with this and other financial nuances. Although we can never prevent or control clients from becoming nervous, having some techniques readily available...
by Eric Bruno | Jul 27, 2023 | Accumulation & Retirement Income, Eric Bruno, Wealth
It’s no secret that the U.S. has experienced record levels of inflation in recent years, and the effects have been far-reaching. Unfortunately, one of the most heavily impacted areas of Americans’ financial lives has been retirement savings. A recent survey...
by Eric Bruno | Jun 21, 2023 | Asset Management/Advisory, Eric Bruno, Wealth
As financial advisors, it can be difficult to know what you don’t know when you’re just starting. From understanding the different types of wealth management products to figuring out your niche in the industry, there are a lot of things to consider when...
by Eric Bruno | May 3, 2023 | Accumulation & Retirement Income, Eric Bruno, Wealth
Is a million dollars enough for your clients to survive? If you’re a reader of The Wall Street Journal, you may have recently seen an article in their Personal Finance section highlighting retirees living with less than $1 million saved. Most people have a...
by Eric Bruno | May 3, 2023 | Accumulation & Retirement Income, Eric Bruno, Wealth
For many people, the dream of reaching their first $100,000 in financial investments earmarked for retirement can seem like an impossible goal. However, with a little bit of guidance and planning, it’s possible for your clients to achieve this important...
