In these uncertain economic times, I often get questions from clients about hyperinflation and whether to be worried about it. While the US has experienced periods of higher inflation in the past (many people remember the ‘70s, when prices went up an average of 7 percent a year), over the past 30 years inflation has […]
There are a lot of things you can do right in investing, and there are a lot of things you can do wrong. In the 22 years I’ve been an advisor, I’ve learned that much of the work of providing wealth advice is understanding the psychology of my clients. A lot of what I do […]
New Reports Show Challenging Financial Outlook Continues for Social Security and Medicare Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs. This year’s reports, released on May 31, 2013, show that both programs face urgent financial […]
I was recently asked to speak to my son Clay’s 8th grade class for Career Day. I was excited to get the chance to educate the kids and motivate them to save and invest, but I realized when I arrived that I had my work cut out for me, as I was following a real-life […]
What is your next move going to be? Everyone wants to get in better shape, especially as we get older. But for some reason we have trouble taking the right steps in getting started, even though the mirror reminds us every day of our goals (sometimes that mirror also reminds us that the older we […]
Despite all the government budget drama in the news in the past months, most notably with the fiscal cliff, there is a massive elephant in the room that doesn’t often get the attention it deserves from policy-makers. This is, of course, Social Security (and its cousin, Medicare). Like most readers of financial news, you’ve probably […]
If you’re like most people, you probably have a part of your retirement savings (and other assets) allocated in bond mutual funds. And if you’re like most people, you probably put together an allocation and forgot about it – the “set it and forget it” strategy. Investors like to diversify into bonds to reduce the […]
If you had told me when I was 25 that I would one day spend the better part of a week considering the pros and cons of a 15-student SAT course versus a one-on-one, I would have told you that you’re crazy. But now that my daughter Abby is getting ready to apply for college, […]
This past year saw much news and change in the world. From Hurricane Sandy to the Presidential election, the Olympics to the horrifying school shooting in Connecticut, we can only describe 2012 as an eventful year filled with ups and downs. The markets reflected this, swinging throughout the year before ending on a positive note, […]
There is a lot of talk in the financial news about the coming “fiscal cliff” and its potential ramifications for investing, financial planning, tax planning, and estate planning. While there is a lot of speculation about what might happen in the coming weeks and how to plan ahead, investors still face an enormous amount of […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)