What is Unclaimed Property? You may not realize it, but you might have lost some of your money without even knowing about it. Sound unbelievable? Actually, it’s not: Many people have unclaimed funds, also known as unclaimed property, from all kinds of places, such as dividends or payroll checks, product refunds, traveler’s checks, old savings [...]
Managing Market Volatility: Seeking a Little Stock Market Advice Right Now?
by Bradford Pine on 1:42 pm in Individual Investors
We are all aware of the volatility in the markets. From July 22 to August 11, 2011, the S&P 500 was down as much as 18% intraday and closed down almost 13%, in that time period. The market news has focused on U.S. government debt and the unfolding financial crisis in Europe. In such newsworthy times, it’s [...]
The Budget Control Act of 2011: Agreement Reached Over Stalemate on the Nation’s Debt Ceiling
by Bradford Pine on 4:20 pm in The U.S. Debt Limit
The Budget Control Act of 2011: Agreement Reached Over Stalemate on the Nation’s Debt Ceiling After a last-minute agreement finally brought the stalemate over the nation’s debt ceiling to a close, President Obama signed the Budget Control Act of 2011 into law on August 2, 2011, enabling the U.S. Treasury to avoid defaulting on existing [...]
Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011
by Bradford Pine on 7:28 pm in Health Insurance Reform
Summarization of the Health Insurance Reforms Scheduled to Take Effect in 2011 The Patient Protection and Affordable Care Act (PPACA), signed into law in 2010, makes significant changes to our health care delivery system. Some of these reforms took effect in 2010 while many others take place in 2011. The following is a brief description [...]
2011 Key Tax Planning Numbers
by Bradford Pine on 5:28 pm in Estate Planning
Here are your 2011 Key Tax Planning Numbers to get a head start on the new year. This piece lists key figures for 2010 and 2011 in the following planning areas: Individual income tax planning Investment planning Education planning Retirement planning Business planning Estate planning Protection planning Government benefits See Your 2011 Key Planning [...]
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About Brad Pine
Brad Pine is a Wealth Advisor and President of the NYC based Bradford Pine Wealth Group where he assists individuals and entrepreneurs in creating wealth, simplifying their lives and planning for retirement.
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Topics
- Asset Management and Mutual Fund Fees
- Bond Investing
- College Scholarship
- College Tuition
- Covered Call Options
- Economic Notes
- Estate Planning
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- Identity Theft
- Individual Investors
- Interview
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- Save a Life – Become a Bone Marrow/Stem Cell Donor!
- Tax Tips
- The U.S. Debt Limit
- Unclaimed Funds
- Youth Investing
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My Personal Experience in Donating Bone Marrow/Stem Cells…Fight Leukemia and Become a Donor
10:01 am
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Coming Up Short on Mortgages
10:04 am
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Roth IRA Rollover or Not?
2:11 pm
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Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event
4:31 pm
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Time to Reset Your Mind: Managing Your Financial Emotions
10:17 am
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Managing Your Downside Risk is a Must!
10:24 am
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My Personal Experience in Donating Bone Marrow/Stem Cells…Fight Leukemia and Become a Donor
10:01 am
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8 Tips for Reducing the Financial Burden of College (not just Savings & debt)
9:02 am
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Free Money: Take Back Your Unclaimed Funds
12:44 pm
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The Case for Active Bond Management: You Don’t Want a Stagnant Laddered Portfolio!
6:06 pm
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5 Things You Must Know About Your Old 401(k) or Existing IRA
8:47 am
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