Brian Eberle, CLTC, Financial Planner, Investment Advisor Representative

Brian Eberle, CLTC, Financial Planner, Investment Advisor Representative I am licensed and registered to offer products and services in several states. Licenses and registrations may vary. (www.sipc.org). Tel: 203-513-6000.

Please contact this office for more information. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC. Supervisory address: 6 Corporate Drive, Shelton CT 06484.

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, ...
09/01/2026

It's important to be prepared, so hopefully, you’ve already avoided these 5 social security mistakes, but just in case, let’s review.

Read More: https://bit.ly/3T2QT6h

CRN202907-11773768

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will ...
08/26/2026

Key Person Insurance is important for every business owner. If one of your best employees can no longer work, what will you do? Find out all about key person insurance.

Read More: https://bit.ly/4hQwXxv

CRN202907-11773768

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. Th...
08/21/2026

When should you retire? It’s a series of interconnected decisions and calculations, each of which affects the others. This article dives into all your questions.

Read More: https://bit.ly/4c1xOYq

CRN202907-11773768

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and w...
08/19/2026

There’s a difference between AI as a financial resource or as a financial advisor. In this article, we discuss how and when to use AI for financial advice.

Read More: https://bit.ly/4c1eISl



CRN202907-11773768

08/18/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

We’ve entered the final full month of summer, so of course, we’re celebrating with four brand new articles with the Augu...
08/13/2026

We’ve entered the final full month of summer, so of course, we’re celebrating with four brand new articles with the August Barnum Report!
• Should You Use AI for Financial Advice?
• When Should You Retire? A Guide to Timing Your Retirement Right
• What is Key Person Insurance and Does Your Business Need It?
• 5 Social Security Mistakes That Could Cost You in Retirement

CRN202907-11773768

Explore the latest long-term care statistics every family should know. Real data on costs, needs, and impact. Get your c...
08/13/2026

Explore the latest long-term care statistics every family should know. Real data on costs, needs, and impact. Get your copy here: https://bit.ly/4cDLvwR

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