PDFs have NOT been moved over yet!
Read commentary on wealth management topics, such as market summaries/strategies, investment trends/outlooks, and even personal updates from our team of professional advisors in Align Wealth Management's quarterly newsletter, Viewpoint. Enjoy these current/past newsletters, along with an archive of newspaper articles (also written by our advisors) about relevant wealth management topics.
Thoughts on the S&P Downgrade and Market Turmoil
Top OKC Wealth Management Firm Changes Name
OKLAHOMA CITY, Okla. – February, 2011, Puckett Financial Advisors – a top Wealth Manager in the United States – has changed its name to Align Wealth Management.
Americans Just Want to Have Fun in 2011: Survey - November 2010
At Puckett Financial Advisors in Oklahoma City, a lot of clients are the typical millionaires next door. They have built up their wealth by living within their means and don't want to fritter away what they have.
Wealth Manager Magazine - July 2010
As part of its annual wealth manager ranking process, Wealth Manager Magazine interviews Brian Puckett.
News Release - July 2010
Dennis Packard has earned the right to use the Certified Financial Planner™ mark of distinction. Click on the title to read the news release.
OKC Business Magazine - November 2009
Dennis Packard is recognized in OKC Business Magazine's OKC's Top Forty Under 40.
Oklahoma Magazine - September 2009
Brian Puckett and Dennis Packard were each recognized by Oklahoma Magazine as one of Oklahoma's Top Financial Advisors.
Wealth Manager Magazine - July/August 2009
For the fourth consecutive year, Puckett Financial Advisors has been recognized by Wealth Manager Magazine as one of America's top financial advisors.
BusinessWeek Magazine - Feb 2009
Brian Puckett is named to BusinessWeek's list of the Top 50 most experienced financial advisors in the United States.
The Oklahoman - Expert Financial Advice: Ignore Experts - April 12, 2009
Dennis Packard discusses the importance of evaluating risk and creating a long term plan based on academic research.
The Oklahoman - Bailout Woes - September 29,2008
Brian Puckett speaks with Don Mecoy of The Oklahoman about the stock market and the failure to pass the bailout plan.
OKCBusiness.com - Investing Through the Ages - September 2008
Brian Puckett discusses long term investing.
News Release - July 2008
For the third consecutive year, Puckett Financial Advisors has been recognized by Wealth Manager Magazine as one of America's top financial advisors.
The Oklahoman - April 2008
Savings, careful investments can weather economic storms- Dennis Packard speaks about investing in tough economies.
The Oklahoman - April 2008
Do-it-yourself investing takes time, effort, discipline that many of us lack - Dennis Packard speaks with The Oklahoman about investing on your own.
OKCBusiness.com - March 2008
Oklahoma financial experts discuss state's economy in face of national recession - Brian Puckett discusses investing in the current economy.
Dennis Packard was elected Treasurer of the Edmond Land Conservancy (ELC) Board of Directors in June 2007.
Estate Planning Can Be Taxing
Brian Puckett discusses several tax-related issues to consider when designing your master estate plan.
Marketing Timing: Crystal Ball, Anyone?
Brian Puckett discusses ways to leverage the ups and downs of the market to maximize gains and what to do to protect your investments from market fluctuations.
Avoid Estate Planning Mistakes
Brian Puckett discusses 6 ways to avoid some of the most common estate planning mistakes.
For the second straight year, Puckett Financial Advisors has been recognized by Wealth Manager Magazine as one of America's top financial advisors in its Top Dog Report.
OKCBusiness.com - Stashing Cash - April 2007
Dennis Packard speaks with the OKCBusiness staff about money markets.
Brian Puckett is appointed to the Oklahoma Society of CPAs Investment Committee.
Brian Puckett and Dennis Packard attended the National Association of Personal Financial Advisors (NAPFA) 2007 National Conference in Chicago, Illionois. The conference focused on consumer protection, investments and retirement planning. Click on the link above to read the full article.
Oklahoma City Downtown Monthly - April 2007
How Advisors Work and Get Paid - Explains key questions to ask if you are looking for a professional financial planner.
Oklahoma City Downtown Monthly - January 2007
Be Tax-Savvy About Company Stock - Covers a little publicized IRA rule known as the Net Unrealized Appreciation Rule (NUA).
The Oklahoman - December 31, 2006
Brian Puckett, principal of Puckett Financial Advisors LLC, a financial advisory firm that employs five people and manages more than $80 million in assets for a select clientele, was featured in this article that ran New Year’s Eve 2006. In "Financial Advice Proves Complex, Demanding Role,” Brian and business editor Don Mecoy talked about Puckett’s business and life.
Downtown Monthly - December 2006
Brian Puckett offers some year-end tax planning tips in Beating the Year End Tax-Planning Rush.
Downtown Monthly - October 2006
In Geopolitics and Your Money, Brian Puckett discusses the impact of global unrest on financial markets and personal financial planning.
The Journal Record - August 1, 2006
The Oklahoma City Journal Record reported that Brian Puckett had been named to the Financial Advisor magazine list of top Registered Investment Advisory firms.
Downtown Monthly - July 2006
In his July column in this Oklahoma City magazine, Brian Puckett writes about family limited partnerships (FLPs) and they can provide a unique combination of tax savings, control, and flexibility.
Wealth Manager - July 2006
Brian Puckett Financial Advisors has appeared on Wealth Manager magazine’s Wealth Masters list. Ranked 244, Puckett Retirement Advisors is one of 439 top financial advisory firms nationwide that are 1) registered investment advisers, 2) report more than $50 million in assets under advisement, and 3) have predominantly individual clients. Ranking is based on size of average client relationships. Ranking is based on size of average client relationship.
Financial Advisor - July 2006
Brian Puckett Retirement Advisors has been named to Financial Advisor magazine’s list of leading Registered Investment Advisory firms. The editors ranked firms based on total assets under management and the percentage of asset growth rate from 2004 to 2005. Puckett Retirement Advisors grew by 20% overall, while growth in assets-per-client was almost 40%.
PaladinRegistry.net - July 2006
Brian Puckett frequently writes for the Learn From the Pros column on this Web site dedicated to helping consumers find 5-Star, trustworthy financial planners and advisors. In Trusting Your IRA he discusses IRA Trusts and how they can help monitor the distribution of funds when an IRA-owner dies and the IRA goes to a beneficiary as part of the estate settlement.
Research Magazine - March 2006
In Last Minute Tax Tips, a co-authored article for this financial-planning industry publication, Brian Puckett and Marie Swift offer tips on how to reduce tax liability. Although written for financial advisors, the article provides useful information for consumers.
Downtown Monthly - May 2006
In his May column, Brian Puckett discusses Donor Advised Funds and the opportunities they offer families.
Financial Advisor - April 2006
In An Undiscovered Asset Class, business writer Bruce Fraser discusses Structured Settlements, an option for individuals who receive settlements from personal physical injury lawsuits, wrongful death, medical malpractice, claims by minors and incapacitated adults and other forms of litigation. A structured settlement is an alternative to a lump sum, or all-cash, payment. It’s best described as a stream of tax-free periodic payments usually funded through the purchase of a single-premium annuity. Fraser quotes Brian Puckett, who has used them for clients - “They’re not for everybody, but the tremendous tax advantages of a structured settlement annuity should be weighed against other methods of investing lump sums… As an added bonus, it can really prevent somebody from squandering the money rather than investing it, because they’ll only receive the money monthly or annually.”
News Release - April 2006
Brian Puckett offers guidelines on how to make the most of the Medicare part D prescription drug plans.
Downtown Monthly - April 2006
In his April column in this Oklahoma City publication, Brian Puckett discusses Ethical Wills, a legacy that many people are incorporating into their financial planning process.
Downtown Monthly - March 2006
In his monthly column for this local Oklahoma City publication, Brian Puckett offers suggestions on last-minute tax preparation.
News Release - February 2006
Dennis Packard has joined Brian Puckett Retirement Advisors as a Financial Advisor.
News Release - February 2006
Brian Puckett, President of Brian Puckett Retirement Advisors, has earned the right to use the Certified Financial Planner™ mark of distinction.
News Release - January 2006
Brian Puckett offers advice to consumers about how to select a qualified financial advisor.
The Oklahoma City Journal Record - January 24, 2006
The Journal Record reported that Brian Puckett has been featured in the newly released book, The Trust Equation: The Savvy Investor’s Guide to Selecting a Competent, Ethical Financial Advisor.
News Release - January 2006
Brian Puckett of Brian Puckett Retirement Advisors has been featured in the newly released book, The Trust Equation: The Savvy Investor’s Guide to Selecting a Competent, Ethical Financial Advisor. The book, written by Steven Drozdeck and Lyn Fisher, seeks to help investors choose good financial advisors and wealth management teams, and features interviews with twelve nationally recognized financial advisors.
Morningstar Advisor - November 3, 2005
In Holiday Remembrances Reinforce the Client-Advisor Connection, PR and Marketing specialist Marie Swift offers advisors suggestions on how to provide their clients with valuable tools – and how to thank clients in meaningful ways. She cites Brian Puckett who prefers Thanksgiving cards. “We want to celebrate our appreciation for this great country, the many blessings each of us enjoy, and convey a special thanks for the trust and confidence that our clients place in us," he says. In light of all the natural disasters this year, Brian reports that he will also make a charitable donation to honor his clients.
The Oklahoma City Journal Record - October 21, 2005
This local newspaper reported that Brian Puckett is participating in the TD Waterhouse Advisor Direct national referral program.
Wall Street Journal - December 12, 2005
Reporter Glenn Ruffenach, in his “Money Matters” column Before You Open That Nest Egg… Ten Questions to Ask Before You Take the First Dollar Out of Your Retirement Savings, looks at some critical issues regarding retirement planning. Accompanying the article is a Podcast interview with Brian Puckett about how to project your living expenses decades into the future. Brian is also quoted at the end of the article, with a comment that sums up the best way to approach retirement planning, “A lot of people, when it comes to managing their money [in retirement], will default to what Mom and Dad did...[or] what the guy at work did,” Mr. Puckett says. But “that has no relevance to your situation. Your retirement could be three times as long as your parents’. The only plan that's right for you is the one that's crafted for you.”
News Release - October 2005
Brian Puckett has been accepted in the TD Waterhouse AdvisorDirect national referral program.
News Release - May 2005
Brian Puckett, a member of the Paladin Registry, has been invited to join the Advisory Board. The Paladin Registry is a Web-based service that helps investors find, select and evaluate financial advisors.
News Release - August 2005
Puckett Retirement Advisors is offering clients a Web-based tool for monitoring the details of their financial strategies.
New Hampshire Society of Certified Public Accountants E-News - August 2005
Brian’s article, What the Falling Dollar Means to You and Your Clients, appeared in the August issue of the NHSCPA e-newsletter that goes out to its members. The article was written for CPAs and discusses the concern clients may have about how the declining dollar will impact their portfolios. Brian provides insights into what the falling dollar really means and why CPAs – and their clients – have no reason to panic.
The Oklahoma City Journal Record - August 10, 2005
“Brian Puckett, principal of Brian Puckett Retirement Advisors, will serve on the Oklahoma Society of Certified Public Accountants Personal Financial Planning Committee. The longtime member of the organization writes frequently on financial planning topics for their magazine, CPA Focus.”
Nichols Hills/Quail Creek News/Edmond Monthly - August 2005
Institutional investment managers don't "wing it" when it comes to managing portfolios. They use detailed written documents called Investment Policy Statements. Read Brian's comments on why you should, too.
News Release - OSCPA - May 2005
Brian has been invited to serve on the Personal Financial Planning Committee of the Oklahoma Society of CPAs.
Daily Oklahoman - July 8, 2005
Brian Puckett is featured in the daily business Q&A section regarding the effect of terrorism on the stock market and investors.
Research Magazine - July 2005
Brian has co-authored an article which appeared in Research Magazine, one of the premier financial advisory trade publications. In it he offers detailed guidelines for his industry colleagues about how to address estate planning issues with clients while they still have time to make good strategic decisions.
Nichols Hills/Quail Creek News/Edmond Monthly - July 2005
Are you taking the steps necessary for effective estate planning? In this article, Brian offers an easy to understand list of important things to think about.
MorningstarAdvisor.com - July 2004
Good client communications are an essential focus at Brian Puckett Retirement Advisors. In this respected financial services industry publication, Brian and his team are cited for their exemplary client communications program.
Nichols Hills/Quail Creek News/Edmond Monthly - June 2005
Are you giving your personal financial life the same attention you'd give to your business? Click on the title to read Brian's column on how to be effective as CEO of "You, Inc."
financial-planning.com - May 2005
Brian is quoted in an industry article on the value of advisory boards for financial planning firms.
Nichols Hills/Quail Creek News/Edmond Monthly - May 2005
Ever wonder about the difference between a tax planner and a tax preparer? Click the title to read Brian’s explanation of how important the distinction really is.
The Oklahoman - April 7, 2005
Experts advise establishing living wills - April 7, 2005. Business writer Paula Burkes Erickson takes a look at the importance of being prepared for end-of-life issues. "...Make sure [family members] can follow your game plan," says Brian Puckett.
Nichols Hills/Quail Creek News/Edmond Monthly - April 2005
Many people are wondering how the weak dollar will affect their investment portfolio. Read what Brian has to say about why there is no need to panic.
Nichols Hills/Quail Creek News/Edmond Monthly - March 2005
Traveling on business? Traveling for pleasure? Sometimes it's possible to combine the two and reap the tax benefits. Read what Brian has to say about it.
Nichols Hills/Quail Creek News/Edmond Monthly - February 2005
Are the children in your life financially literate? Read Brian's suggestions on how to create a generation of money savvy kids.
Nichols Hills/Quail Creek News/Edmond Monthly - January 2005
January is a great time to think about starting a financial fitness program. Read Brian's suggestions on how to do it right.
Daily Oklahoman - November 28, 2004
Brian is quoted in a timely article on tax planning.
Nichols Hills/Quail Creek News/Edmond Monthly - December 2004
Gift-giving doesn't have to involve going to the mall. Read Brian's article on smart gift-giving this holiday season.
CPA Focus Magazine - November 2004
Brian often writes articles for the CPA Focus magazine published by the Oklahoma Society of CPAs. Click on the title to read his article on Financially Savvy Families that appeared in the November/December issue.
News Release - Year-End Strategies - October 2004
Hear Brian's insights on year-end planning and tax strategies.
Nichols Hills/Quail Creek News/Edmond Monthly - November 2004
Do you know what to do if you inherit an IRA? Read Brian's guidelines for avoiding costly mistakes.
Nichols Hills/Quail Creek News/Edmond Monthly - September 2004
Knowing whether to lease or buy a vehicle can be confusing. Read Brian's guidelines for making this decision.
Nichols Hills/Quail Creek News/Edmond Monthly - October 2004
Year-end is quickly approaching. Read Brian's suggested strategies for reducing your year-end tax bill.
Horsesmouth.com - August 2004
Brian Puckett is quoted in this industry trade publication. The writer spotlights Puckett’s annual Half Time Report and Client Appreciation event.
Nichols Hills/Quail Creek News/Edmond Monthly - August 2004
It's important to maintain a well-balanced portfolio, regardless of what's going on in the marketplace. Read Brian's perspective on history in his monthly column.
Nichols Hills/Quail Creek News - April 2004
Retirement Peace of Mind is something we all hope for. Sadly, the Golden Years may be filled with anxiety and financial panic for too many seniors. This is preventable.
Nichols Hills/Quail Creek News - July 2004
The Bugaboo of Bonds is something many investors face when considering the wisdom of having fixed income investments in their portfolios. Are bonds right for you? Read Brian's perspective on bonds in his monthly column.
MorningstarAdvisor.com - June 2004
Brian Puckett shares his client-centered business philosophy with other advisors in this industry trade publication. The writer spotlights Puckett’s annual Half Time Report and Client Appreciation event.
BusinessWeek - April 2004
BusinessWeek, April 1, 2004 - Journalist and Author Ellen Hoffman interviewed Brian Puckett regarding important issues people should consider in retirement. Brian’s comments are included in this important article.
CPA Focus Magazine - June 2004
Brian often writes articles for the CPA Focus magazine published by the Oklahoma Society of CPAs. Click on the title to read his article on Long Term Care that appeared in the May/June issue.
Nichols Hills/Quail Creek News - June 2004
Regular Financial Check Ups are essential to your long-term financial health. Are you on track for the brightest financial future?
Nichols Hills/Quail Creek News - May 2004
Long-Term Care Insurance is something most Baby Boomers should consider obtaining in the near future. Brian Puckett discusses the pros and cons of this specialty insurance in his monthly column.