Check the background of this investment professional on FINRA’s BrokerCheck

Archive | Individual Investors

Bradford Pine Wealth Group Garden City, New York Wealth income in retirement

The True Evolution of Investing: Personalized Customized & Tax efficient

Print Friendly, PDF & Email

One of the major benefits of being an independent advisor is the ability to evolve and enhance my clients’ investment strategy choices. At the Bradford Pine Wealth Group (BPWG), we’re always on the lookout for more effective ways to offer my clients personalized, risk managed, and tax sensitive portfolios. As an independent advisor, I’m not […]

Continue Reading
Bradford Pine Wealth Advisor Garden City NY

How to Choose the Best Financial Advisor For You! Looking for a top advisor in Long Island, New York, or Nassau County? Take 10 minutes to read this.

Print Friendly, PDF & Email

Like anyone in business, I’d like to think that I’m at the top of everyone’s list of potential wealth advisor. But the reality isn’t that simple: working with an advisor is a two-way street, and the most successful relationship is one in which your needs and preferences are compatible with the business of the person […]

Continue Reading
Businessman Bouncing Over Stock Chart

Four Tips to Handle Stock Market Volatility

Print Friendly, PDF & Email

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 […]

Continue Reading
Risk

Using Alternative Investments to Minimize Left Tail Risk / Black Swan Event

Print Friendly, PDF & Email

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, […]

Continue Reading