I’ve written a free eBook called “10 Tips You Need to know about your IRA Rollover,” and if you’ve ever wondered what to do with your retirement savings you might want to take a look! It’s a comprehensive, plain-English guide that can help you to understand the options and take control of your retirement. For […]
It’s no surprise that I’m a big proponent of diversification and having many different asset classes in my clients’ portfolios. Diversification is useful for a reason: it gives you the chance to participate in the growth of different asset classes while hopefully minimizing the risk that a downturn in one sector will wreak havoc on […]
As a wealth advisor, I’ve helped a few clients through divorces. Some are amicable and peaceful and others are complicated and stressful, but all of them are incredibly tough on the people involved. In any situation involving divorce, I feel that my role is to make the situation as seamless as possible from a financial […]
Imagine you were able to look into my crystal ball and see: a major terrorist attack on US soil, we come close to a complete financial collapse in our banking system, panic over a terrifying disease, a drop in the market of almost 40 percent, and the unfolding of the worst oil spill in history, […]
As a wealth advisor, I receive a lot of phone calls in January that deal with New Year’s resolutions about money. Of course, resolutions often come with negative associations. We’ve all been in the situation of getting really motivated at first, but seeing the enthusiasm fade quickly. Like it or not, my clients know that […]
Being a wealth advisor is not just about investing and financial planning, it’s about being able to offer comprehensive services for every aspect of a client’s financial life. Clients come to me with questions about every kind of personal issue you can imagine, from planning for a child’s college education to starting a business. We […]
I try to provide educational articles throughout the year to help you make sense of financial planning, so you can secure the best possible future for yourself and your family. Now, as we approach Thanksgiving and the holiday season, I want to take a moment to give thanks. Thank you to my clients for your […]
My wife and I tried to do all the right things when it came to college planning. We started saving early on, opened 529 accounts, began campus visits when my daughter, Abby, was a freshman in high school, and signed up for her SAT training well ahead of time. But still, Although we feel very […]
(Written 10/1/14) Now that the school year has started again, I’ve been thinking a lot about how my wife Sally and I can help our son, Clay, to be as successful as possible in the college application process. After all, he just started the all-important sophomore year in high school, and with our daughter Abby […]
It seems like I blinked, and our oldest child, Abby, went from a newborn to college. I still can’t believe this major family milestone has come and gone, and let me tell you, it’s been a whirlwind of emotions. As we got Abby settled in on move-in day, I couldn’t help but notice that there […]
Brad holds the following registrations:
4, 7, 24, 63, 65, Life & Health (LA-513612 NY)