- Spring 2018 Newsletter – A Wealth of Knowledge
- Retirement and Retirement Income Planning
- What is a Qualified Charitable Distribution?
- Considerations for Choosing a Trustee
- Physician Financial Planning Case Study
- 2017 Five Star Award Recipient- Appearance in the December 26th, 2017 Issue of Forbes Magazine *
- Why Not Retirement ESG Investing?
- To Rollover or Not to Rollover
- Managing Retirement Investments
- David Cyrs has won the 2017 Five Star Wealth Manager award! *
- David Cyrs Five Star Wealth Manager *
*Based upon 10 objective eligibility and evaluation criteria including a minimum of 5 year as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, education and professional designations. 3,781 Chicago wealth managers were considered for the award; 438 (12 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth manager’s future performance. Your experience may vary. For more information visit www.fivestarprofessional.com