Newsroom

Choosing a Legitimate Charity — September 2010
Despite market turmoil and unemployment, American households continue to give significant amounts of money to worthy causes. But with a staggering increase in the numbers of non-profits organizations, how do you determine a charity's legitimacy? John Egan suggests practical, common sense steps for evaluating charitable organizations.

Financial Advisor magazine — August 2010
J.M. Egan Wealth Advisors recently appeared in Financial Advisor magazine’s 2010 list of largest registered investment advisory (RIA) firms, based on total assets under management at the end of 2009. “We attribute our growth during a particularly volatile market to the strong relationships we have with our clients and the referrals we receive from our loyal client base,” said John Egan. Read the release.

Investment Advisor magazine – July 2010
John Egan was quoted sharing a case study of his own, unique, succession plan. He recalls the time a client asked, “You’re great and we’d like to do business with you, but what if something happens to you, what happens to us?” It was that question that set in motion the necessary steps to see that his clients would be looked after and his family would receive the value of the business he had created. Read “Succession Planning: You've Got To Have A Plan.”

Say “I Do” to Couples Retirement Planning — July 2010
After spending too many years to count together, couples may think they know everything there is to know about each other. In fact, retirement is a subject where plenty of couples discover some serious disagreement. Read John Egan’s article about considerations for developing a mutually rewarding retirement plan.

Advisor Perspectives – June 2010
John Egan was quoted in an industry publication discussing his emphasis on operational due diligence when selecting fund managers. Egan describes taking advantage of a unique field trip opportunity offered by SEI, one of the fund companies he uses, to visit their office. Notes Egan, “SEI’s program offers our clients and potential clients the opportunity to visit their operation in Pennsylvania to tour the trading floor and see where money comes in, how it’s invested, and how investments are monitored and reported on. Everyone who takes advantage of the program finds it beneficial.” Read “Ten Ways to Improve Manager Selection.”

Estate Planning Mistakes to Avoid — June 2010
John Egan explains that estate planning is a necessary means of protecting assets, no matter how much or how little, for family and loved ones. A comprehensive plan can help reduce expenses and distress for heirs. Learn about the nine common mistakes to be avoided.

Research magazine – May 2010
John Egan was interviewed by industry journalist, Marie Swift, about easy and effective ways for advisors to communicate with their clients. According to Egan, the key is frequency. He and fellow advisor, Janet Sherry meet with their clients on average 12 times a year, even attending their clients’ meetings with accountants, estate planning attorneys, bank and trust officers and other professionals. Egan believes the payoff is well work the effort. Read “Time for a Transition (IX): How to Build Client Loyalty.”

Estate-planning Conversations for the Sandwich Generation — May 2010
Members of the "sandwich generation" cope with balancing their own needs with the needs and expectations of their family. The sandwich situation calls for open interfamily conversations to help ensure that money is managed thoughtfully and effectively as well as cooperatively. John Egan shares five essential talking points when discussing estate-planning issues with aging parents or in-laws.

AOL Real Estate.com – April 2010
John Egan was quoted in an article offering 10 tax breaks available for home improvements. According to Egan, government sponsored energy credit is one of the easiest credits to qualify for and the most practical one to get tremendous savings on needed home repairs. Windows, storm windows, certain fuel stoves, doors, and storm doors, all qualify. "The neat thing about the credit is that you could replace just a few windows in your home or even put a window in an area of your home where there is not one." Read the full article here.

Teaching Children about Money — April 2010
The continuing crisis involving personal debt and minimal savings among Americans has heightened concern over the fact that financial education is not widely taught in schools. In recognition of April as Financial Literacy Month, John Egan offers tips to parents and grandparents for teaching the next generation about proper money management.

Who Works for Whom? — March 2010
Everywhere you look, people are offering financial advice. Whether it is on the radio or in an office, everyone has an opinion of what is the best financial plan and financial tool for you and your family. You may be left confused and wondering whom you should trust for financial advice. In this article, John Egan offers four tips for whom to trust and why.

The Wall Street Journal – SmartMoney – Morningstar - Nasdaq— February 2010
“I was looking for a broker-dealer that was top notch in technology to add value to my firm and help me grow my fee-based financial planning and wealth advisory firm,” said John Egan, about his move to Securities America after a 10-year affiliation with another broker dealer. Egan was quoted in an article announcing Securities America’s second-best year for adviser recruiting. The independent-broker dealer added 329 advisers in 2009, ending the year with 1,933 affiliated advisors in all. Read the full article here.

Investment News magazine — January 2010
John Egan, was quoted in an industry article titled, “Advisers rate top technology concerns.” Egan’s firm changed broker-dealers last year and the ability of a broker-dealer to help him streamline his business processes and compliance workload were important factors in his selection. He considered many of the larger, more sophisticated independent broker-dealers, but ultimately chose Securities America Inc. for their ability to help him grow.