Brian’s Articles

We’re so proud of our principles, we put them in writing.

For several years, Brian Loy has written insightful and inspired articles about the ever-changing world of personal finance and the global trends that affect the risk and return on investments and shape the financial- and retirement-planning process. For your reading pleasure, we invite you to peruse Brian’s writings to get a sense of the way he thinks about money and how to make the most of it to secure your future wisely.

2 Areas That Will Make You Revisit Your Retirement Plan | July 2017

Use Your $1.5 Million Wisely | July 2017

Avoid Complacency – Time Catches Up | June 2017

The Art of Retirement Cash Flow | June 2017

Payoffs of Working Beyond 65 | June 2017

Do not let your retirement windfall blow away | July 19, 2010

Sunny, with a chance of tar balls | July 5, 2010

Sudden money and option planning | June 21, 2010

The Incessant Pursuit of Protecting Us | June 1, 2010

Fat Fingers and Applying the F-Word | May 25, 2010

Building a Buffer | May 3, 2010

Enriching your life in amazing ways | April 19, 2010

Making par should be the goal for everyday investors | March 22, 2010

Investors should practice, train just like Olympic Athletes | March 1, 2010

Five personal, investment goals to work on during recession | February 15, 2010

Should you convert to Roth IRAs Some pros and cons | February 5, 2010

Don’t base strategy on recent stock market perfomance | January 19, 2010

Bring on the New Year | December 29, 2009

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