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

Tag Archives | Wealth Advisor Garden City NY

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

The True Evolution of Investing: Personalized Customized & Tax efficient

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
stock market volatility

Stock Market Volatility, Geopolitics, and Midterms Elections– Oh My! Should You Be Worried?

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 […]

Continue Reading
Bradford Pine Wealth Group, Wealth Advisor Garden City, NY, cyber security

Thanks to Equifax, Your Social Security Number (SS#) Could Be Compromised: Here are 4 Steps to Protect Yourself

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 […]

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

How to Generate Income in Retirement

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 […]

Continue Reading