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 […]
Investors tend to enjoy talking about stocks; they’re exciting, easy to buy and sell, and can produce high returns. But fixed income is just as important as your equity allocation, and sometimes even more so. Bonds are often the quiet cornerstone of many portfolios. However, managing a bond portfolio can quickly become a lot more […]
1) Your old 401(k) is not being managed by the best of the best! 401(k) accounts are great for many things while you’re still employed with your current company, like high contribution limits and matching employer contributions. However, they are usually pretty poor when it comes to choosing investment managers and styles. To make savings […]
I recently had the life-changing experience of becoming a bone marrow donor (more specifically, a peripheral blood stem cell (PBSC) donor). As I learned more about how many people need a transplant and how small the bone marrow registry actually is, I knew this was an issue I would become passionate about. I want to […]
(Read the full article here) The window of opportunity for many tax-saving moves closes on December 31. So set aside some time to evaluate your tax situation now, while there’s still time to affect your bottom line for the current tax year. With that in mind, here are 10 things to consider as the […]
December is a great time of year to visit family, enjoy holiday meals, and streamline April’s tax bill. With a bit of knowledge, you can really boost the tax efficiency of your portfolio and even your gift giving, so this month I’d like to share a few simple tips for getting the most out of […]
In the wake of the recession in 2008 and the recent economic turmoil in Europe, market volatility is probably a term you’ve become quite familiar with. After the relative calm of the early 2000s, the sometimes violent daily market movements we’ve seen recently have repeatedly stressed and worried even the most experienced investors. In this […]
Did you know that an estimated 10 million people fall victim to identity theft each year? While we have all heard of identity theft and maybe even worry about it, when it comes to protecting ourselves we often fail. With our hectic lives, we sometimes push off the most important things until it’s too late. […]
Market Volatility and Your Emotions When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions. If you decide you need to re-examine your game plan, it should be done with… (Read More) .
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 […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)
