In the News

RFA Director of Retirement Services Damian Dufour, CRPS®, CPFA, named to 2020 Financial Times 401 Top Retirement Advisers

The Reilly Report: 2017 Review and 2018 Outlook

The Bi-Annual Reilly Report looks at the economics for the year 2017, along with an outlook on the forecast for 2018. Written by Chief Economist Dr. Dan Seiver.

Reilly Financial Advisors was named to Barron’s Top 100 Independent Financial Advisors list for 2018!

For a third straight year, Reilly Financial Advisors was included in the prestigious Barron’s Top 100 Independent Financial Advisors list, jumping from #83 to #40 in the ranking.

Reilly Financial Advisors was named in Financial Advisor Magazine’s Top 50 Fastest-Growing Firms of 2017!

FA-Mag ranks their Top 50 Fastest Growing RIAs according to number of clients, year-end assets, percentage of growth in assets, and percentage of growth in assets per client.

The Reilly Report: Mid-Year 2017 Outlook and Review

The Bi-Annual Reilly Report takes a look at the economics, both internationally and domestically, for the first half of the year. Written by Chief Economist, Dr. Dan Seiver.

CIO David Cariani was featured in Financial Times, outlining American investors and their strong home country bias

US financial advisers are divided over how heavily their clients should be exposed to domestic securities, as investors risk missing out on benefiting from fast-growing foreign economies.

Reilly Financial Advisors was named in Financial Times 300 Top RIAs for 2018!

This fifth edition of the FT 300 assesses registered investment advisers (RIAs) on desirable traits for investors.

Unknown Fees Are Taking a Big Bite Out of Your Retirement

Administrative and investment fees can take a big bite out of returns earned in 401(k) accounts and dramatically reduce nest eggs accumulated over decades.

The Reilly Report: 2016 Review and 2017 Outlook

The Bi-Annual Reilly Report looks at the economics for the year 2016, and includes an outlook for 2017. Written by our Chief Economist Dr. Dan Seiver.

Over 90% of Americans Make This 401(k) Mistake

While saving as much as possible in your 401(k) is certainly a responsible move in theory, your efforts could wind up being seriously hindered if you make this common mistake. Check out this informative piece from CNN Money.

The Reilly Report Mid-Year 2016 Outlook and Review

The Bi-Annual Reilly Report takes a look at the economics, both internationally and domestically, for the first half of the year. Written by Chief Economist Dr. Dan Seiver

Under DOL rule, fee-only RIA plan advisors in driver’s seat

We couldn’t agree more with Skip Schweiss on how the Department of Labor’s upcoming fiduciary rulings are a true reformation of the retirement plan industry.

The Reilly Report: 2015 Review and 2016 Outlook

The Bi-Annual Reilly Report is a review and outlook of the economics for the last half of 2016, both internationally and domestically.

President Frank Reilly was featured in the San Diego Business Journal

President Frank Reilly was featured in SDBJ’s Special Report the week of January 11th, 2016, discussing the opportunities abroad and the ongoing needs of the expat community.

The RFA team wraps up the Wealth Strategies Series on San Diego Living 6

The Reilly Financial Advisors team discusses the steps to success when considering an advisor on San Diego Living 6.

Frank Reilly discusses Annuities on San Diego Living 6

President Frank Reilly discusses why buyers should be aware when purchasing an annuity on San Diego Living 6.

Frank Reilly discusses Family Wealth Transitions on San Diego Living 6

President Frank Reilly discusses the steps necessary when transferring money from one generation to the next on San Diego Living 6.

Frank Reilly discusses Age-Based Tax Planning on San Diego Living 6

President Frank Reilly discusses all the important ages you need to remember in order to maximize your retirement savings on San Diego Living 6.

Frank Reilly discusses College Planning on San Diego Living 6

President Frank Reilly discusses all you need to know about College Planning on San Diego Living 6.

Frank Reilly discusses Social Security on San Diego Living 6

President Frank Reilly discusses the strategies of maximizing your Social Security on San Diego Living 6

Frank Reilly discusses Asset Allocation on San Diego Living 6

President Frank Reilly covers Asset Allocation and the Building Blocks to a Sound Investment Portfolio.

Frank Reilly and Damian Dufour discuss 401(k) on San Diego Living 6

Frank Reilly and Damian Dufour discuss the in’s and out’s of your 401(k) and how to maximize your retirement paycheck on San Diego Living 6.

Frank Reilly discusses debt management: San Diego Living Channel 6

Frank Reilly, President of Reilly Financial Advisors, discusses the basics of debt management on San Diego Living Channel 6.

Supreme Court Rules Against Edison in 401(k) Fiduciary Breach Case

The U.S. Supreme Court on Monday, May 18th, broadened the responsibility of defined contribution plans, saying they have a “continuing duty to monitor trust investments and remove imprudent ones”.

Frank Reilly on San Diego’s CW6: Financial Road Map

Frank Reilly on San Diego’s CW 6: Creating a Financial Road Map

Frank Reilly on San Diego’s CW6: Retirement Savings

President Frank Reilly, discusses the basics of retirement savings on San Diego’s CW6

Retirement Crisis: The Great 401(k) Experiment Has Failed for Many Americans

You need to know this number: $18,433. That’s the median amount in a 401(k) savings account, according to a recent report by the Employee Benefit Research Institute. Almost 40 percent of employees have less than $10,000, even as the proportion of companies offering alternatives like defined benefit pensions continues to drop.

Frank Reilly on San Diego’s CW6

President Frank Reilly, discusses the basics of estate planning on San Diego’s CW6

President Moves Fiduciary Rule Forward

President Barack Obama threw his support behind the Department of Labor’s proposed fiduciary rule Monday afternoon, saying new uniform rules are needed to ensure financial advisers always act with their clients’ best interest in mind.

Supreme Court to hear case that could impact your 401(k) fees

In the initial class-action lawsuit, Tibble v. Edison, participants in the 401(k) plan sponsored by California-based utility Edison International argued that they were being charged excessive fees.