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In The Press

May 8, 2017

“We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Los Angeles, CA.”

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May 8, 2017

“Most investors are comfortable with the idea that, over the long-run, the purchase date of an investment should not fundamentally impact success or failure. We have all seen market corrections, and we have all seen the bulls fight back and make up lost ground.”

– Duncan Rolph, MMA Managing Director

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April 12, 2017

“The more educated the participants are regarding their plan and its features, the more likely they are to take advantage of the brokerage option.”

– Josh Sailar, MMA Investment Advisor

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April 6, 2017

“The difference between universal and whole life often comes down to questions about the policy’s guarantees and flexibility.”

– Neil Godsey, MMA Managing Director

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April 4, 2017

“Young investors can also be too conservative — they want to be really safe, they want to keep it in cash — but you don’t need a conservative allocation if you have a 40-year timeline.”

– Sara Rajo-Miller, MMA Investment Advisor

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March 13, 2017

“It’s important to quickly assess the level of risk in the portfolio and try to keep that to a minimum – if you end up inheriting a lot of risky securities you probably want to take action sooner rather than later.”

– Duncan Rolph, MMA Managing Director

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