
Investment News – May 5, 2008
A survey put out by the Phoenix Companies indicates that wealthy Americans appear to be more pessimistic about economic conditions than last year. In addition to their gloominess over the economy, 50% of those surveyed said they rarely sought professional advice in making financial decisions. Brett Ellen is quoted discussing the role of a financial advisor during tough times. Read Rich give economy a thumbs down.
Forbes.com – May 21, 2008
Brett Ellen was been named to Curian Capital's Everest Club, a designation reserved for select financial professionals who offer Curian's separately managed account (SMA) platform. You can read more about this distinction on Forbes.com.
Understanding Roth IRA Accounts – June 2008
A big opportunity is coming in 2010 for tax-free-on-withdrawal Roth IRA conversions. According to Brett Ellen, there are several reasons for choosing to enroll in a Roth IRA plan if eligible. Read the full article here.
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