July 4, 2011 - From the July edition of the Greater Knoxville Business Journal - Jim Brogan: Long-term strategy should account for uncertainty:
I am frequently asked if inflation will soon be an economic issue for us. Fueled by the shock of pulling up to the gas pump on a weekly basis, many are concerned that rampant price increases may be right around the corner.
Let's look at the impact of inflation on our long-term financial success.
This year the oldest members of the baby-boom generation are turning 65. When they were born in 1946, a first-class stamp cost 3 cents. A first-class stamp today costs 44 cents. The change in the price of a stamp illustrates how inflation becomes the greatest stealth tax, robbing us of purchasing power.
June 10, 2011 - Read what Jim Brogan had to say in the Knoxville News Sentinel article Edward Jones aims to add to East Tennessee presence. The article says:
Jim Brogan, the president of local retirement-planning firm Brogan Financial, agreed that the wave of retirees is boosting the financial services industry, and said market conditions are somewhat fragile right now. "And so people are looking for answers and they want guidance and they want help," he added.
Asked what baby boomers should be doing, Brogan said they need to be cautious and cited issues like the federal debt ceiling and the threat to Medicare and the health care industry. "All those potentially could lead to a lot of volatility, and the last thing somebody wants to see when they’re on the cusp of retirement is to have their portfolio drop 30 percent," he said.
March 30, 2011 – KNOXVILLE – Brogan Financial announced today that Jamie Scott has been promoted to operations manager. Scott joined the Brogan Financial Team in 2010.
Scott began her career in the financial services industry in 1996 as a file clerk,transitioning through the years to compliance/office manager with a firm in Chattanooga where she obtained her Series 7, 63 and 24 security licenses. She also spent four years working for a broker/dealer firm in Atlanta, GA in their operations department.
January 20, 2011 - Jim Brogan appeared in the Knoxville News Sentinel business section on Thursday, January 20, 2011 to discuss impacts of 2011 tax law changes.
July 20, 2010 - KNOXVILLE - University of Tennessee, Knoxville, alumnus Jim Brogan of Brogan Financial has established the Beauchamp E. Brogan Investment Fellowship at the College of Business Administration in honor of his father. Beauchamp, a retired attorney in Knoxville, served as general counsel and secretary to UT’s Board of Trustees for 25 years.