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FAN Bulletin

We consistently provide relevant up-to-date information.

We send out valuable quarterly newsletters, tax reports, relevant articles and info on our upcoming events and seminars. Regular communication is one of the important ways we keep our clients updated on the latest market research findings and changing laws. The FAN Bulletin is where you can find the various pieces that go out to our clients, family, friends, alumni and guests that sign up for our newsletter. To join our newsletter, click the “Sign Up” button at the top-right of our website.


Wed, Nov 29, 2017: Year-end Tax Report

One of our main goals as holistic financial advisors is to help our clients recognize tax reducing opportunities within their investment portfolios and overall financial planning strategies. Staying current on...

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Thurs, Nov 22, 2017: Rod Kamps' AIF® Designation Achievement

We are excited to announce that our President and CEO, Rod Kamps, has recently earned the designation of Accredited Investment Fiduciary®. This designation...

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Wed, Nov 1, 2017: 3rd Quarter Newsletter

While political stories continued to dominate the headlines, investors again enjoyed another positive quarter. The third quarter extended the upward movement of...

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Fri, Oct 6, 2017: Financial Literacy Education For The Next Generation

At Financial Advisors Network, Inc., we believe in education. We are excited to have the opportunity to share our combined experience with the next generation of Beckman High School graduates through...

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Mon, Aug 7, 2nd Quarter Newsletter

While political stories dominated the headlines, investors enjoyed another positive quarter. The second quarter extended the upward movement of U.S. equity markets from the first quarter, allowing...

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Thur, May 4, 2017: 1st Quarter Newsletter

The first quarter of 2017 was a confusing but healthy one for
investors. Led by the technology sector, which did very little after the election, equities started the year with very strong...

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Mon, Feb 6, 2017: 4th Quarter Newsletter

For many investors, 2016 was a year of surprises. When viewing the final results of equity returns in 2016, they do not reflect the year’s wild ride for both equity and bond investors. In the final quarter of the year, stocks surged, continuing...

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Wed, Jan 25, 2017: Welcome to 2017!

This year, a theme you will hear from our office is that
we are having a “Growth Initiative.” For 2017, we
would like to offer our services to several other clients
like...

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Thur, Dec 1, 2016: Year-end Tax Report

One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction strategies. On November 8, voters...

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Tues, Nov 15, 2016: 3rd Quarter Newsletter

The third quarter of 2016 was very confusing for investors. Investors were served a variety of economic and financial turmoil amid a backdrop of confusing political concerns but the bull market still continued to...

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Thur, July 21, 2016: 2nd Quarter Newsletter

This year has been a very inconsistent one for investors and it's only half over. Although recent events in the United Kingdom have dominated recent headlines, it was not that long ago when big global...

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Fri, Apr 22, 2016: 1st Quarter Newsletter

Matthew Henry, an English author who lived in the 1600's, is credited with saying, "After a storm comes a calm." Perhaps that best describes the first three months of 2016. Investors experienced an unusually volatile first quarter...

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Fri, Jan 8, 2016: Welcome to 2016!

The year 2015 started strong for investors, but in August took a quick downward turn. Investors whose risk tolerances and portfolios included equities saw moderate to low returns.


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Mon, Nov 23, 2015: Year-end Tax Report

One of our major goals is to help our clients identify opportunities that coordinate tax reduction with their investment portfolios. In order to achieve this goal, we stay current on ever-changing tax reduction...

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Thur, Jan 28, 2016: 4th Quarter Newsletter

When the final day of trading closed on New Year's Eve, the US stock market finished a disappointing year for investors. 2015 began with, there was limited, if any, joy by...


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