Brian R. Lynch, CPA, Equitable Advisors Financial Consultant

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NOTE – All Facebook Messenger, e-mail and other electronic individual and group communications sent to and received from this page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. They are not intended, and should not be relied upon, as insurance, investment or financial advice. No representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content is intended or should be inferred.Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN) and offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance, including those of Equitable Financial Life Insurance Company (NY, NY) (Equitable Financial) and Equitable Financial Life Insurance Company of America (Equitable America) (an AZ stock company with main administrative office in Jersey City, NJ) respectively, through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC, in CA; Equitable Network Insurance Agency of Utah, LLC, in UT; Equitable Network of Puerto Rico, LLC, in PR). Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, CRPC, RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
10/21/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Check out LPL Financial Research's Weekly Commentary on the market: "Moats vs. Inertia: Unpacking the Personal AI Agent ...
10/21/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Moats vs. Inertia: Unpacking the Personal AI Agent Threat".
https://static.fmgsuite.com/media/documents/9adf4220-bcfd-4764-82a9-db4bb18cdc5f.pdf

This piece presents an overview of fundamental steps to consider when a loved one passes.
10/19/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Do you know the risk factors that can lead to cognitive decline?
10/14/2026

Do you know the risk factors that can lead to cognitive decline?

Try these activities to keep your brain sharp.

Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowi...
10/12/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Credit Is Still Flowing, and Businesses Are Borrowing".https://static.fmgsuite.com/media/documents/2d8a7dfe-7fec-4523-bf2c-025094a083be.pdf

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.
10/12/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

An article on three healthcare costs that often catch retirees off guard.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
10/09/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
10/07/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/bf53ae4b-81d3-4bd4-b487-b42d66cff90f....
10/06/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/bf53ae4b-81d3-4bd4-b487-b42d66cff90f.pdf

When it comes to investing, you may be your own worst enemy.
10/05/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

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