Frank Owen
By Frank Owen 9/29/2020
During this pandemic, we have been available for our clients.
The first month or we worked to reassure them of the options regarding their assets. Service (and promptness) was the reassurance they needed to confirm they could weather the storm and that we were still here along the way. We kept...
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By Frank Owen 4/30/2019
With the recent release of the Social Security Trustees’ 2019 report, there appears to be a renewed focus on Social Security and “stabilizing” the nation’s retirement plan.
Before efforts are made to stabilize Social Security, a hard question must be addressed. As currently designed, is the...
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By Frank Owen 2/5/2019
It seems to me that our industry has rewarded us all well when serving our clients throughout the years. The same landscape is changing as we face technological advances, the demand for greater regulatory oversight, and the compression of our market space.
I believe it was Bob Dylan1 who recorded...
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