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Media Mentions

 

 

Investment NewsInvestment 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.

ForbesForbes.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.

Investment AdvisorInvestment Advisor - August 2008
On May 10, the Muscular Dystrophy Association hosted its 22nd Annual "A Night Under the Stars Black and White Ball" at the Beverly Hilton Hotel in Beverly Hills, and the most prestigious award of the evening--The Humanitarian Award--was given to Brett Ellen, founder and president of American Financial Network, a firm in Calabasas, California, that offers financial planning and advisory services for both individuals and businesses. Read the full article here.

Research MagazineResearch Magazine - August 2008
Most small-business owners don't have an exit strategy — and that's just as true for financial advisory firms as it is for their business-owner clients. Yet it is essential to have a practice continuation plan in place in case of sudden death or severe disability, particularly for sole practitioners and small firms where one professional is the sole service provider. Read the full article here.

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Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC and Financial Planning & Advisory Services offered through Securities America Advisors, Inc., an SEC Registered Investment Advisor. Brett Ellen, Registered Representative. American Financial Network and the Securities America companies are not affiliated.