IT'S NOT ALWAYS ABOUT MONEY

RECENT NEWS

David Brenner on ESPN 1700: The Financial Advisor’s Role

February 14, 2013   David Brenner is a reoccurring guest on Real Estate Radio, ESPN 1700. In this episode, David discusses the role of the Financial Advisor and highlights some financial strategies using case studies. You can listen here, or subscribe through iTunes....

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SEI’s Market Updates

Clients may have concerns regarding the market decline that kicked off the New Year. Although SEI can be a technical read, their latest article and video provide great insights and recommendations regarding the recent market changes.

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Dueling Strategies for Retirement Funds

As your retirement date nears, you likely feel the conflict between needing to grow your portfolio, so that it will sustain you for potentially 30+ years, and the simultaneous need to protect your portfolio from catastrophic losses.

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D.M. Brenner, Inc.
380 Stevens Avenue, Suite 213
Solana Beach, CA 92075

Phone: (858) 345-1001
Fax: (858) 345-1054
www.dmbrenner.com

David M. Brenner, CLU, ChFC
CA Lic. #0801900
david@dmbrenner.com

Alexandra Kinander, CFP®
CA Lic. #0F80681
alex@dmbrenner.com