The Safer Retirement Advisor

Steve Patterson, An Investment Advisor Representative and Vice President of First American National Investment Advisors Inc. an SEC Registered Investment Advisor.

The Safer Retirement Advisor

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About
Investment Philosphy
- CRESTMONT RESEARCH
Personal Retirement Plan
- Joe Saver’s Story
Mutual Funds…?
- ERISA-Ninth Circuit Rules…!
Variable Annuities
Active Money Management
- Are you paying too much?
Taxes
401(k) Report
- But you force them to manage their own !!
- Howard Capital Management, Inc.
- A Financial System Failing Investors
- Suze Orman says…
Are Fees Too High?
- 60 Minute 401(k) Fee ALERT!
Plan Sponsor/CEO
- PLAN SPONSORS GETTING BIG FINES FROM DOL
- Fiduciary Liability THREAT Is REAL!
  - ERISA 3(38)
- Deloitte Fiduciary ALERT!
Who is a Fiduciary?
- Is a CPA a fiduciary?
Supreme Court Rules
Business Owner Retirement
Inflation Rising Prices
403(b) Story
College Funding
Be Your Own Banker
4% Rule Shortcomings
What about Social Security?
Business Operation Insurance
Who pays for critical illness expenses?
Medicare
ERISA Litigation Index
Review our Posts Daily
- Crime of 401(k) Underperformance

Inflation Rising Prices

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Recent Posts
- More evidence that it’s really hard to ‘beat the market’ over time, 95% of finance professionals can’t do it November 20, 2018
- “Conflict of All Conflicts” by Josh Brown August 26, 2014
- S&P: Top mutual funds highly unlikely to maintain success July 23, 2014
- Ameriprise ordered to deliver Columbia funds chief’s journals to ex-staff July 21, 2014
- “Toxic” TPAs a 401(k) Plan Sponsor Should Avoid Hiring March 4, 2014
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