Between the late-February market selloff due to Coronavirus fears and the record highs achieved in January, I’ve spent a lot of time this year fielding questions about whether it might be time to pull out of the markets. Surprising, right? But both rise in performance and a drop in performance can spark the same kinds […]
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 […]
Back in April, I shared my thoughts with you about the theory and practice of trade wars. This was a hot topic that I was getting a lot of questions about, and I’d like to revisit it now that we’re a few months into trade negotiations. Specifically, one of the things that has people confused […]
If you’ve spent any time watching market news this year, you’ve likely experienced the roller coaster of recent stock performance. I’ve had a lot of questions about whether it’s different this time, or whether we’re heading for a tough correction. There are a lot of factors involved in this year’s market volatility, but that doesn’t […]
. You’ve probably heard about this in the news, and you may be wondering: what is a trade war, and why should I care about the possibility of one? In this article I’ll introduce you to some of the basics of trade, trade wars – and the arguments for and against protectionism. Trade war economics […]
Do you receive a 1099 or K-1? If so, the new tax rules under the 2017 tax reform effort could have a significant impact on your tax returns. The tax reform bill made significant changes to several parts of the tax code. One of the most talked about (not to mention confusing) applies to the […]
I can’t tell you the number of phone calls I’ve fielded about bitcoin in recent months. The shocking rise of cryptocurrencies this year triggered a wave of media attention and interest in this new form of money as an investment. Even my kids have asked me about it, and are investing themselves. For early adopters […]
As a wealth advisor, I usually write about informative and educational topics like preparing for retirement, helping your kids fly the nest, and making better investment decisions. But in light of the recent Equifax hack, along with similar hacks at Target, Yahoo!, and others – and the common misperceptions about them – I think it’s […]
The typical retirement planning story that we read about in the financial news involves a Baby Boomer looking to make the right choices at the end of a 35-year (or longer) career. We read them because most of us can probably relate to them. But we can also learn a lot from another kind of […]
As anyone trying to choose a Medicare plan can tell you, transitioning into retirement isn’t as straightforward as it looks. There are a lot of decisions to make, and most of them don’t have easy answers. One of the biggest issues in transitioning to retirement is income planning. How can you plan your income in […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)