Wealth Management News – Cottrill, Arbutina Wealth Management Group, LLC and its talented team regularly make news with a variety of business, professional and community activities.

2010 News

Jan. 2010 - Burt White, Chief Investment Officer for LPL Financial, releases a white paper to start the new year, entitled" The Shift to Fueling Future Growth." Cottrill, Arbutina Wealth Management Group, LLC, offers securities through LPL Financial, Member FINRA / SIPC.

At the firm's "Roth IRA in 2010" seminar, Tod Arbutina describes some of the finer points of the conversion opportunity

Jan. 9, 2010 - Cottrill, Arbutina Wealth Management Group, LLC hosts a free seminar, "The Roth IRA in 2010: America's New Tax Break," explaining the rules and regulations surrounding Roth IRA conversions and how you can leverage the opportunity. Details.

2009 News

July 2009 - Tod Arbutina, co-founder and managing shareholder of Cottrill, Arbutina Financial Services, Inc., and a registered representative of LPL Financial, is named by Pittsburgh Magazine as a Five Star Wealth Manager and one of the “best personal wealth managers in the Pittsburgh area” based upon an extensive survey of client satisfaction. He is among less than seven percent of wealth managers in the region to receive this honor. [ more ]

August 2009 - LPL Financial ranks second in full service investor satisfaction in the J.D. Power and Associates 2009 U.S. Full Service Investor Satisfaction Study. With an overall score of 773 points on a 1,000-point scale, LPL Financial's performance is 42 points above the industry average. More.

May 2009 - Burt White, Chief Investment Officer for LPL Financial, releases a new white paper, "The Party Is Close to Starting, But Be Fashionably Late." Cottrill, Arbutina Financial Services, Inc., offers securities through LPL Financial, Member FINRA / SIPC.

Jan. 9, 2009 - LPL Financial managing director Lincoln Anderson issues an investor update regardng how consumers, businesses and government alike are creating plans for rebuilding after the 2008 market collapse.

2008 News

Tod Arbutina leads the firm's seminar for clients, "A Case for Optimism"

Nov. 14, 2008 - Cottrill, Arbutina Financial Services, Inc., hosts a wealth management and financial planning seminar, "A Case for Optimism," at Seven Oaks Country Club in Beaver.

Nov. 7, 2008 - In his periodic letter, LPL Financial managing director Lincoln Anderson provides his views on the current recession and post-election work to solve the credit crisis. Full text.

Oct. 27, 2008 - In an update to investors, LPL Financial managing director Lincoln Anderson reports on continued market declines, analyzing why the market has so many "bad days." Full text.

Oct. 16, 2008 - In his periodic letter to investors, LPL Financial managing director Lincoln Anderson analyzes the high volatility of market gains and losses in recent days. Full text.

Oct. 13, 2008 - A letter from Lincoln Anderson, managing director and chief investment officer for LPL Financial, comments on the concerted blobal government and central bank interventions aimed at stopping financial panic. Full text.

Oct. 6, 2008 - Lincoln Anderson, managing director and chief investment officer for LPL Financial, writes about on the federal government's plan to ease the nation's financial crises. Full text.

Sept. 15, 2008 - Lincoln Anderson, managing director and chief investment officer for LPL Financial, comments on the major steps taken to resolve financial market crises. Full text.

Sept. 5, 2008 - A letter from Lincoln Anderson, managing director and chief investment officer for LPL Financial, provides an analysis of the downturned financial markets during the summer of 2008. Full text.

 

2007 News

Left to right: Andy Kennedy, Win and Tom Farin of Pegasus Associates Lighting, and Tod Arbutina

Aug. 23, 2007 – Pegasus Associates Lighting, an entirely online retailer of unique lighting products, is honored by the Pittsburgh Business Times as the fourth fastest-growing privately held retail company in the region. Pegasus founders Win and Tom Farin receive their plaque at the "Pittsburgh 100" event at the prestigious Duquesne Club, flanked by Andy Kennedy (left, an accountant with Cottrill, Arbutina & Associates), and Tod Arbutina (co-founder of Cottrill, Arbutina Financial Services, Inc.), who nominated the company for the award.

2006 News

Nov. 27, 2006 - Certified financial planner Tod Arbutina is named in the Guide to America's Best Financial Planners, a report published every two years by the Consumers' Research Council of America. The Council is an independent research firm based in Washington, D.C. that evaluates professional services throughout the United States. The selection process is based on a system that awards points for education, years in practice and affiliations with professional associations.

Oct. 15, 2006 - Tod Arbutina is extensively quoted in a front page Beaver County Times article entitled "Landmark Year for Pensions," saying: "A pension is a promise. And we know that promises, from time to time, unfortunately, are broken."

Sept. 1, 2006 - Tod Arbutina comments on a recently released Paladin Registry survey of more than 10,000 investors nationwide showing that 86 percent of investors don't know how to determine the quality of their advisors before selecting them. The answer, Arbutina says, is for investors to have access to objective data to compare professionals, based on competency, ethics and business practices. Click here for more details.

Aug. 15, 2006 - Cottrill Arbutina Financial Services, Inc., selects Linsco/Private Ledger (LPL) of Boston and San Diego - the number one independent broker/dealer in the nation with more than $100 billion in assets - to execute securities and advisory services for its clients. With more than $1.1 billion in revenue, LPL has been the largest independent broker dealer in the nation for a decade, as named by Financial Planning magazine from 1996 to 2005 based on revenue. LPL has more than 6,400 financial advisors and 3,300 branch offices and serves more than 395 financial institutions. Cottrill Arbutina manages investments for clients in seven states. The firm's financial planning team includes Tod Arbutina and Donald Angel, who are registered representatives with and offer securities through LPL. Securities and financial planning offered through Linsco/Private Ledger, Member NASD/SIPC. CPA services offered through Cottrill, Arbutina & Associates, Inc., and is not affiliated with Linsco/Private Ledger.

April 18, 2006 - Pamela Roesch (at center) accepts the award as a finalist for the ATHENA Award of Beaver County, sponsored by the Beaver Valley Business and Professional Women/USA. In a profile, the Beaver County Times praised her work to provide "support and assistance for entrepreneurial and established women-owned businesses" and that one of her clients publicly said she wished she would have had the guidance of Pam and the firm when she first started her business. The award celebrates women who demonstrate excellence, creativity and initiative in their business or profession, as well as provides valuable service by contributing time and energy to improve the quality of life for others in the community, and actively assist women in realizing their full leadership potential.

Jan. 26, 2006 - Tod Arbutina, CFP, CPA™ is selected for inclusion in the pioneering Paladin Registry and awarded its five-star designation. (Click for his profile on the Paladin website.) The Washington Post said that the Registry's goal is to "do for the financial planning industry what Morningstar has done for mutual funds ... establish a well-known rating service for planners." Paladin is an information services company that provides free education, advisor information and matching services on the web to investors who rely on investment advisors to achieve their financial goals. It helps investors avoid bad advisors and select competent, trustworthy professionals who provide high quality wealth management services, based on credentials, ethics and business practices. The Registry is reserved for the top 10 percent of advisors who meet its industry leading admittance requirements.

2005 News

March 28, 2005 – Tod Arbutina is elected to the board of Big Brothers Big Sisters of Beaver County. Big Brothers Big Sisters serves hundreds of "at risk" children each year through matches with adult mentors who provide social, recreational, educational and cultural activities.

March 25, 2005 – Tod Arbutina is profiled in Kiplinger's Personal Finance for his niche specialty as a financial planner. The profile explains how he and the firm are a single-source provider of coordinated tax and investment financial planning strategies for clients. For a free reprint, in a PDF format, click here.