Editorial Board

The Editorial Advisory Board is comprised of 14 of the nation's leading financial advisors. The board suggests story ideas and provides information about financial topics. The EAB also reviews all stories for technical accuracy as part of a rigorous editorial process.

The EAB includes advisors specializing in investing, insurance, estate planning, taxes, and other financial disciplines. It also includes institutional members.

The board members have volunteered for this task because they believe the financial advisory profession is advanced by a high-quality newsletter for clients. They help ensure that Advisor Products delivers stories that advisors want covered, and their review helps make sure that the information is accurate.

The Editorial Advisory Board Members:

Clark M. Blackman II, CPA, CFA, CFP®

Alpha Wealth Strategies

Clark has been in the financial consulting business since 1980 and has been on Worth magazine's list of top advisors in America since 1996. A past contributing editor to the American Association of Individual Investors Journal from 1990 until 2003, he has authored or co-authored over 40 published articles on investment and financial planning topics. Clark has a Master's degree in Accounting and a BBA in Finance from the University of Iowa Tippee School of Business. A past member of the national Resource Panel that advises the AICPA's Center for Investment Advisory Services on investment issues, he currently serves on the executive committee of the AICPA's Personal Financial Planning Division.

Thomas Connelly, CFA, CFP®

Versant Capital Management, Inc.

As president of Keats, Connelly & Associates, Inc., Tom's primary role is to formulate and implement investment policy for the firm's clients, supervise the management of their portfolios, and monitor world financial markets. He earned his MBA with an emphasis on finance from Arizona State University and has been in the financial services industry since 1986. He has had the honor of having been selected by Worth magazine as one of the top financial advisors in the United States. Tom holds the professional designations of Certified Financial Planner® (CFP®) and Chartered Financial Analyst (CFA). He is a member of the Association for Investment Management and Research (AIMR) and the Financial Planning Association (FPA). Tom currently serves as an executive board member for National Advisors Holdings, a board member of Comprehensive Wealth Management, LLC, and an advisory board member to Rydex Funds. He has also served as an advisory board member to TIAA-CREF and an editorial advisory board member and contributing editor for the Journal of Financial Planning.

Glenn Daily, CFP®, CLU

Fee-only insurance consultant

One of the few fee-only insurance consultants in the nation, Mr. Daily consults to individuals, businesses, trustees and financial planners, and he specializes in insurance and annuities. He is the author of The Individual Investor's Guide to Low-Load Insurance Products (1990) and Life Insurance Sense And Nonsense (1992), and is an editorial consultant to Bottom Line Personal and Medical Economics. A CFP®, Mr. Daily practices in New York City. Visit Glenn Daily's website, a resource for making good decisions about insurance.

Fritz Meyer

Independent Economist and Market Analyst
Former Senior Market Strategist, Invesco Aim Management Group, Inc.

As an independent economist and market analyst, as well as former Invesco primary economic and markets analyst, Fritz Meyer provides weekly and monthly updates for investment professionals and their clients. He has been a frequent guest on CNBC, Bloomberg TV and Fox Business Network and has often been quoted in business publications. He specializes in speaking, in-person, to financial advisors and their clients. Mr. Meyer most recently spent 15 years with Invesco and his investment career spans the last 35 years. He has managed large-cap equity mutual funds and multi-cap equity and fixed-income client portfolios.

Meyer's analysis is published monthly in 70 PowerPoint slides that can advisors re-purpose and brand for use in client meetings, webinars, newsletters, and blog posts.

After 15 years as investment strategist at Invesco, Fritz Meyer in 2010 left his post teamed up with Advisor Products and Advisors4 Advisors to provide institutional-quality economic research to independent advisors. Advisors love Fritz Meyer's research and have called him "a national treasure."

Meyer's analysis is published monthly in 70 PowerPoint slides that can advisors re-purpose and brand for use in client meetings, webinars, newsletters, and blog posts.

The editable presentations contain dozens of tables and charts. Slides guide advisors through illustrated analysis of key economic data and their effects on investment strategy.

Targeted to advisors utilizing broadly diversified portfolios and strategic asset allocation, you can purchase Fritz Meyer's slide shows for $300 a year.

The slides are available on the second Wednesday of every month.

For an additional $60 annually, you can join Advisors4Advisors and gain access to 24/7 replays of Meyer's monthly webinars and receive CFP and IMCA CE credit on demand.

Fritz Meyer content is also used as the basis for articles and videos that can be posted to your website every month automatically.

Craig Israelsen

Principal, Target Data Anaytics LLC
Developer of 7Twelve Portfolio Group, Inc.

Craig L. Israelsen, Ph.D, is an Executive-in-Residence in the Financial Planning Program at Utah Valley University (UVU) in Orem, Utah. He holds a Ph.D. in Family Resource Management from Brigham Young University (BYU). He received a B.S. in Agribusiness and a M.S. in Agricultural Economics from Utah State University. Primary among his research interests is the analysis of mutual funds and the design of investment portfolios. He writes monthly for Financial Planning magazine and is a regular contributor to the Journal of Indexes and Horsesmouth.com. Dr. Israelsen is the developer of 7Twelve Portfolio and the author of three books. He is also a principal at Target Date Analytics LLC, a firm that has developed indexes for the benchmarking and evaluation of target date/lifecycle funds.

Financial advisors adhering to Modern Portfolio Theory and designing broadly diversified portfolios based on strategic asset allocation use Prof. Israelsen’s quarterly slide presentations to explain timely investment topics to clients. Each presentation is branded to your firm.

Craig L. Israelsen, Ph.D., is one of the nation’s foremost academics in the field of indexes and passive investing. His quarterly slide presentations help financial advisors communicate about timely topics in strategic asset allocation and can be used in blog posts, newsletters, webinars, and client meetings.

Financial advisors adhering to Modern Portfolio Theory and designing broadly diversified portfolios based on strategic asset allocation use Prof. Israelsen’s quarterly slide presentations to explain timely investment topics to clients.

Each presentation is branded to your firm and is available for $75. Purchase them here.

Israelsen delivers the presentation at a quarterly webinar at Advisors4Advisors.com. You can attend his quarterly webinars and receive CE credit for all of his session by joining A4A for $60 a year.

An Associate Professor at Brigham Young University in Provo, Utah, he teaches Personal and Family Finance to over 1,200 students each year.

Israelsen has devised a multi-asset balanced portfolio, the 7Twelve Portfolio. The 7 represents the suggested number of asset classes to include in a portfolio, while 12 represents specific mutual funds or exchange-traded funds used to invest across all seven asset classes.

Unlike a traditional two-asset, 60/40 balanced fund, the 7Twelve balanced strategy utilizes multiple asset classes to enhance performance and reduce risk. Approximately 65% of the portfolio is invested in equity and diversifying assets while about 35% is invested in bonds and cash.

Robert Keebler

Partner, Keebler & Asscociates, LLP
2007 Accredited Estate Planners recipient

Bob Keebler is a partner with Keebler & Associates and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as of the the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA's: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

Bob Keebler explains income and estate tax strategies as well as IRA rules in a monthly slide presentation. You can use the slides from the monthly presentations as the basis for your own webinars seminars, newsletters, blog posts, and social media content as well as in client meetings.

Backed by a team of tax professionals at Keebler & Tax & Wealth Education, Inc., Bob Keebler explains income and estate tax strategies as well as IRA rules in a monthly slide presentation. Keebler’s monthly webinars about tax minimization strategies are more important than ever because tax rates have risen.

You can use the slides from the monthly presentations as the basis for your own webinars seminars, newsletters, blog posts, and social media content as well as in client meetings.

Creating valuable content for high-net-worth individuals (HNWIs) that you target is crucial to success in search engine optimization and social media marketing. Keebler's slides makes it much easier to create content for clients and prospects that is valuable and timely.

For an additional $60 annually, you can become a member of Advisors4Advisors and receive CFP Board and IMCA continuing education credit 24/7 on replays of Keebler's sessions and other weekly webinars conducted by A4A for practitioners. CPAs can receive CPE credit for attending live sessions.

In addition, Advisor Products summarizes Keebler's tax planning strategies in monthly articles and videos intended for clients and that can be posted to advisor websites and creates a social content media stream targeted to ultra-HNWIs.

John P. Middleton, CFA, CAIA

Brighton Financial Planning, Inc.

John Middleton is an experienced portfolio manager and has held key investment management roles since 1992. He joined Brighton Financial Planning, Inc. in August 2008 and assumed ownership in February 2010. Prior to Brighton, John spent 7 years with the Invesco Quantitative Strategies Group as a senior director and client portfolio manager, where he was responsible for with more than $2.5 billion in assets under management and authored white papers on such topics as Quantitative vs. Fundamental Enhanced Index Managers, SMID Cap strategies, and Transaction Cost Management. Prior to Invesco, John was senior vice president at Mutual of America Capital Management and held several key positions at Raymond James & Associates and its subsidiaries.

John holds an M.B.A. in Finance from the University of Tampa and a B.A. in Political Science from Rutgers University. He is a Board Trustee and a member of the Finance Committee and the Fundraising Committees for the Center for Educational Advancement and is a member of the CFA Institute, the New York Society of Security Analysts, the CAIA Association, and the Financial Planning Association.

Gideon Rothschild, JD, CPA

Moses & Singer LLP

Gideon is a partner with the New York City law firm of Moses & Singer LLP, where he co-chairs the Estate Planning and Wealth Preservation group. He is a fellow of the American College of Trust and Estate Counsel, and a member of the advisory boards of BNA's Tax Management and The Practical Accountant. Gideon is the co-author of the BNA Tax Management Portfolio on Asset Protection Planning. He is the chair of the International Estate Planning Committee and immediate past chair of the Committee on Asset Protection Planning of the American Bar Association's Real Property, Probate, and Trust Law Section, and vice-chair of the New York chapter of the Society of Trust and Estate Practitioners (STEP). He lectures frequently on asset protection and estate planning to professional groups including the University of Miami's Philip Heckerling Institute, the New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, the Southern Federal Tax Institute, and the American Institute of Certified Public Accountants. He is also licensed as a certified public accountant.

 

Trovena, LLC

Trovena, LLC

Trovena, LLC is a leading wealth management firm made up of a team of seven CERTIFIED FINANCIAL PLANNER™ professionals with over 80 years of combined experience. The firm was rated one of Reuters Top Advisors in 2008 and ranked within the top-70 of advisory firms in a survey by Wealth Manager in 2009. With two offices in California, one in Texas, and one in New Jersey, the firm serves a wide range of clients from New York to Hong Kong, most of whom are physicians, corporate executives, entertainers, athletes, attorneys, retirees, and business owners.

James W. Zalenka, CFP®

The Baran James Company

James Zalenka is a CERTIFIED FINANCIAL PLANNER™ professional and founding principal of The Baran James Company, an independent financial planning firm that focuses on investment, retirement, estate, and insurance planning. He has been successfully advising business and individual clients since 1990. Jim received his bachelor's degree in business administration from Ohio University in 1981. He is a member of the Financial Planning Association and serves on the Board of Directors for DMI Companies., Inc. Jim is also president of Highpointe Homeowners Association and Finance Council member and parishioner at St. Stanislaus Kostka in Pittsburgh, where he resides.

Company Info

333 Jericho Tpke

Suite 119

Jericho, NY 11753

Phone: (888) 274-5755

Direct: (516) 333-0066

info@advisorproducts.com

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