HeyJaredBrian Duggan
- Indexed articles, last 90 days
- 3
- Latest publication
- Sep 18, 2026
- Outlet visibility, for forbes.com
- Top 5K sites
- Earliest in this view
- Jul 20, 2026
Latest articles
Your Mission Statement Should Be More Than Words On A Wall (opens the original)
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Brian is a WMA & Founder of Duggan Wealth Management | Forbes 2026 Best-In-State Wealth Advisor (#76) & Best-In-State Wealth Management Team There is a certain kind of sign you can usually buy at most home decor stores for a lake house. It says something like “Lake Life.” You hang it on the wall, everyone agrees that lakes are enjoyable and then nobody thinks about it again. Sometimes I wonder if that is what happens to corporate mission statements. Companies spend an incredible amount of time a
From Options To Insight: Changing How You Communicate With Clients (opens the original)
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Brian is a WMA & Founder of Duggan Wealth Management | Forbes 2026 Best-In-State Wealth Advisor (#76) & Best-In-State Wealth Management Team There is a stage in many professional service businesses where the work becomes about proving how much you know. You build the presentation. You outline the strategies. You show the client Option A, Option B and Option C. There is nothing wrong with that approach on its face. It can be educational and transparent. Many of us were coached early in our caree
Have Wealth Advisors Lost The Plot On Active Management? (opens the original)
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Brian is WMA & Founder of Duggan Wealth Management | Forbes 2026 Best-In-State Wealth Advisor (#76) & Best-In-State Wealth Management Teams. There was a time when active management was not some niche corner of the investing world. Investors knew the big names in active fund management. Then indexing became more common. It's low cost, can offer broad diversification and is hard to mess up. That shift did a lot of good. Mutual funds and index-based investing helped democratize the markets. They ga
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For forbes.com, the outlet · Measured Aug 1, 2026
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