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Retirement Planning > Social Security

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Congratulations on the new look for Investment Advisor magazine. The added pictures, the larger type, and the layout are a real attention getter. With your readers so busy nowadays, your new look makes the magazine easier to read. Thanks for putting together such a quality publication.

Roland Brecek, President/CEO

Brecek & Young Advisors, Inc.

Folsom, California

Congratulations on the new look of Investment Advisor. It looks very sharp!

Derrick Kinney, President

Palladium Consulting, Inc.

Congrats on new look of Investment Advisor magazine!

The layout and graphics are crisp and clean and readable for bifocals.

The columnists’ photographs looking up at camera had to go. The new ones are much better.

Paul M. Brustowicz, CLU ChFC

Director – Professional Development

Society of FSP

Newtown Square, PA. 19073-3230

We received many such congratulatory notes on our redesign, but modesty prevents us from printing them all; we appreciate the sentiments.–Editor

Don’t Make it easy for Identity thieves

Sorry to hear about Frank Troise’s identity being stolen (“Protect Yourself,” Soapbox, May 2006). Doesn’t sound like it was a fun experience. Our team has been sponsoring a series of identity theft seminars for our clients. Our main speaker, who represents the Attorney General’s Office here in New York State, has indicated that the number one thing you can do to prevent identity theft is to NOT carry your Social Security card in your wallet. You’d be amazed at the number of folks who do carry their Social Security cards in their wallets and, should their wallets be stolen, the thief finds it easy to access many of their accounts.

Glenn L. Pearsall

Pearsall Financial Group at UBS

Glens Falls, New York

I wish I could do that

I was digging through all the trade publication articles from the last few months on a recent flight. I read the “Rites of Passage” article Mark Tibergien penned for the December 2005 issue. I just wanted to drop you a note to say this is one of the best articles I have read in any of the trade pubs. The content was great, but more impressive the structure and form of the article was just top notch. This was great writing. This is the type of article I strive to write each month.Thanks for the inspiration!

Kirk J. Hulett

Senior VP Strategy & Practice Mgmt.

Securities America Financial Corp., Inc.

Omaha, Nebraska


In the Mutual Fund Spotlight in the May issue, we listed the start date of Perritt MicroCap Opportunities Fund, which was launched in April 1988, as April 1998.

Also in May, we incorrectly named a Schwab MKT report on breakaway brokers in the “Breaking Away” news article. The correct name for the report issued in May 2006 is Recruiting Advisors Transitioning to Independence. It is available free to Schwab Institutional advisors, and to any other advisor by visiting and clicking on the Contact Me button.


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