. Yesterday, 8/8/11, the NY Daily News asked if I would be willing to discuss these uncertain times in the market. I was asked to share my opinions and outlook regarding: . S&P Downgrade of US Debt Europe’s Economic Conditions What Investment Actions am I taking with My Clients? Is Gold a Worthy Investment? US […]
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 […]
Teaching your children about money and investing is one of the best ways to help them prepare for a solid financial future. Parents don’t always know how to communicate with their kids about investing, so it can be difficult to find the best way to educate them. In this article I’ll share a few pointers about introducing […]
The U.S. Debt Limit: Questions and Answers… Because discussions in Washington are evolving day by day, this article focuses on the background and importance of the debt ceiling rather than attempting to discuss the ramifications of your portfolio. As August 2 approaches, you’ll likely hear increasingly urgent debate over the nation’s debt ceiling. That’s the […]
In June of this year I had the pleasure of attending an investment conference, where such illustrious speakers as former President George W. Bush, former British Prime Minister Gordon Brown, and Bill Bellichick, Head Coach of the New England Patriots, shared their worldviews. Financial professionals from across the industry also shared their views and ideas, […]
Congratulations! By reading this article you’re taking an important step in your financial life, one that your future self will probably thank you for in twenty years. In helping clients, I’ve found that there are many unique issues that people face every day, but there are also a lot of situations that apply to most […]
Think of how much you earn, whether it be from a salary, IRA distributions, or another source. Have a number? Great. Now, think of how much you spend. It’s a lot harder, isn’t it? Most people can easily tell you their earnings but draw a blank on their total expenditures. This can be problematic when […]
When it comes to managing their investments, many people are simply unaware of what they’re paying. We are often tempted to turn a blind eye to fees, especially when feeling uncertain about how things work or even the questions we should be asking. Thus, in this article, I’d like to explain some of the commonly […]
There’s still time to make a regular IRA contribution for 2010! You have until your tax return due date (not including extensions) to contribute up to $5,000 for 2010 ($6,000 if you were age 50 by December 31, 2010). Normally, your tax return must be filed by April 15. However, the IRS has extended […]
Have you accumulated a significant position in a single company’s stock, either through your employer or a major investment? Have you been considering ways to diversify your holdings away from one of your big winners? Are you seeking to retire soon and looking to reallocate large equity positions in your retirement or other brokerage accounts? […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)
