Published Articles
BML Wealth Management Published Articles
Featured in Financial Publications like Kiplinger, U.S. News, and More!
Helping individuals and families pursue their ideal retirements.
How to Use Defensive Investments to Shield Your Portfolio
BML’s Shane Brosnan contributed to an exclusive article for U.S. News and World Report. Shane discusses how to use defensive investments and how risk levels vary across different defensive securities.
How to Invest in a Bear Market as a Beginner
BML’s Brian Levy contributed to an exclusive article for U.S. News and World Report. Brian discusses the opportunity of investing during a Bear market.
Your Social Security Income Can Make Or Break Your Plan – Don’t Mess It Up
There are hundreds of claiming strategies for Social Security benefits, so do your research before you make your move.
Retirement Success Isn’t About Net Worth, It’s About Net Income
If you’re wondering if you have enough saved to retire, you won’t find the answer to that critical question on the bottom of your 401(k) statement.
Retirees Need to Face the High Cost of Bad Luck
When you’re working and the stock market plunges, it’s a temporary problem. But if you’ve just retired, or are about to, then it could devastate your retirement savings. It’s called “sequence of returns risk.
5 Questions To Help You Find Your Financial Planner
When you pick a financial adviser, you need someone who’s a good fit. And for those who already have an adviser, if your situation is changing, then maybe it’s time to start fresh.
Please note that these publications and appearances occurred before West Wealth Group became a Federally Registered Investment Advisor. They have the disclosures that were required by prior firms and have not been updated in an effort to be transparent and not confuse our clients and prospects.