Blog post #402 How much is enough? How much money do you need, to have “enough”? How much money do you need to support your standard of living? How much money do you need to maintain your lifestyle, shop, travel, enjoy yourself, pay for medical expenses, support charitable causes you value….as well as provide financial […]
Author Archive for: brad
About Brad Wasserman
Throughout his nearly 30 year career as a CPA and financial advisor, Brad has always been passionate about his clients’ overall financial well-being and their investments. Brad founded this firm to provide wealth management services in a unique and value added manner, with a philosophy that is different from traditional brokerage firms.
Brad’s clients benefit from his extensive experience in dealing with all types of financial, investment, tax and estate planning matters. Brad leverages this expertise to coordinate the financial guidance he provides his clients.
Brad earned the Personal Financial Specialist (PFS) designation of the American Institute of Certified Public Accountants (AICPA), based on his extensive experience and expertise. Brad has been quoted in the local media, The Wall Street Journal and featured in Investment Advisor Magazine. He was appointed to serve on the BAM Advisor Services Advisor Council during 2005-06, as one of 8 member firms of 100+ firms. He was a founding member of the BAM Masters Forum in 2006, a study group of top BAM affiliated firms which meets throughout the year to learn and compare best practices.
Brad graduated from The University of Michigan’s School of Business Administration, with Distinction, in 1985. He received a Masters in Taxation from Walsh College in 1991. Brad has been a CPA since 1985 and is a member of the AICPA’s Personal Financial Planning Division and the MACPA. Brad is very active in community organizations.
Entries by Brad Wasserman
Blog post #401 As we celebrate the long 4th of July weekend, we should be thankful for the freedom and opportunities which we have in our country. We should be proud about many aspects of the US and our history. However, like most other countries, companies, institutions and individuals, our country has room for improvement. […]
Blog post #400 Numbers can represent milestones. Significant events. Progress. Moving forward. Growth, age and experience. This is the 400th blog post we have written as a firm. What began as irregular blog posts in 2009 became a weekly commitment 5 years ago, in June, 2014. Since then, writing weekly has been a firm-wide effort, which involves […]
Blog post #399 To be a good investor, you need to be able to make many good decisions over your lifetime. Good decisions should be made rationally, not based on emotions. There will be circumstances and situations when time is of the essence and you would be best to act quickly. Working with an advisor […]
Blog post #398 When you buy something, you want to know what you are buying. Or you should know what you are getting. When you want to buy some packaged ice cream, you make a series of decisions. You may decide you want to go for taste, not low calories. So you purchase some Haagen-Dazs, […]
Blog post #397 We always advise you to focus on the long-term and today is no different. Years from now, the market moves of the past 6 weeks or few months will not be remembered and will likely be irrelevant to your long-term financial future. However, at times it is important to review what has […]
Blog post #396 How do you make key financial decisions? Are you up to date on all the issues you need to know? The world keeps changing at a seemingly faster pace. Decision making, especially in regards to financial matters, can be complex to begin with. Then factor in the rapid pace of change and […]
Blog post #395 Are you and your loved ones protected if the unexpected occurs? Do you need life insurance? What kind? How much? These are important questions and the answers can be complex. We can provide you with valuable and useful guidance, both in this blog and discussing this with you. The most common purpose […]
Blog post #394 What do you do to be healthy? Have you tried different diets? Do you take vitamins or supplements? Have you tried different workouts? Do you use a coach, trainer, fitness tracker or attend a regular class? Have any of those led to greater success? To stay healthy, there are so many different […]
Blog post #393 It can seem easy to remain invested in stocks when they are increasing. You likely don’t feel worried or stressed when your assets are increasing, when you are making money. Your real test occurs when financial markets are down…when you are losing money. As your advisor, some key information can be helpful […]