Blog
30-year Home Loans Fall to Historic Lows
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...
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Michael Brezden Takes the Stage at the Lincoln Financial Advisors National Symposium
National Harbor, MD - Following up on a successful meeting last year, Michael Brezden was once again part of the planning committee for the Lincoln Financial Advisors 2020 National Symposium in National Harbor, MD. This year...
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Reactive or Anticipatory Portfolio Decisions?
In these unprecedented and volatile times, what decisions have you made with your investment accounts? Are you being knee-jerk reactive, or were you properly positioned for an event like this? The chaotic news headlines will read,...
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The Global Economy
The global economy continues to react to the threat of the coronavirus. After partially stabilizing last week, the volatility has returned. Bond yields fell as investors rushed for the safety of U.S. Treasuries. In light of these...
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Joe and Mike Brezden take part in Dynamic Financial Planning Think Tank in Orlando, Florida
Orlando, FL. – Lincoln Financial is leading the charge on meeting the evolving needs of clientele with their initiative on dynamic financial planning. As part of TRG (The Resource Group), Lincoln’s top group of advisors,...
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Do Your PALs have PIGs?
Funny names aside, PIG/PAL Programs are a great tool for increasing tax-free income for those in the right circumstances. PALs or Passive Activity Losses are a common occurrence with real estate holdings, where the losses from a...
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Joe and Michael Brezden Co-Present at the 2019 Lincoln Financial Network Fall Forum
Atlanta, GA – Joe and Michael Brezden co-presented at the 2019 Lincoln Financial Network Fall Forum on Private Equity Recapitalization Strategies for Stay and Grow Business Owners. This invitation-only event was featured as part...
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Father and Son Receive Awards from the Lincoln Financial Group
Joe and Michael Brezden were both recognized at the recent Lincoln Financial Group Southern California Honors Event. Each was honored for their business acumen and excelling in year-over-year growth. Joe was the recipiient of the...
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Joe Brezden Wins Prestigious Stuart Smith Award
On February 20th, Joe Brezden received the coveted Stuart Smith Award, the most prestigious award in the Lincoln Financial Community. In 1947, Smith formulated the philosophy of ‘Serve First’. A philosophy that dictated...
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Michael Brezden Selected for Lincoln Financial Advisors Planning Committee
Michael Brezden, a founding partner in Brezden Wealth Advisors, has been selected for the Lincoln Financial Advisors Spring Forum Planning Committee. Michael, the youngest committee member in company history, was chosen for this role...
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Joe Brezden Earns Certified Business Exit Consultant® Designation
Irvine, CA (12/3/18) – Brezden Wealth Advisors is pleased to announce that Joe Brezden recently earned the Certified Business Exit Consultant® Designation from Pinnacle Equity Solutions, Inc. The Certified Business Exit...
Read MoreManagement Buyout Webinar
In mid-November Joe and Michael Brezden conducted a webinar for Lincoln Financial Group Advisors on strategy options for management buyouts. The webinar was attended by financial advisors throughout the country. Interested in learning...
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Joe Brezden at the Lincoln Financial Fall Forum
Joe Brezden, co-founder of Brezden Wealth Advisors, was asked to present at the Lincoln Financial Fall Forum in Dallas, Texas in early October. This three-day continuing education event brought in financial advisors from all over the...
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