Blog post #411 With interest rates so low, clients and others have asked us about buying high yielding dividend stocks. Their logic goes….wouldn’t it be a good idea to buy a stock that has a dividend yield of 4-5%, since this pays more than the interest rate on a CD? They could earn more income […]
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 #410 Change can take many forms. Change can be positive. Change can be negative. Change can be something you have control over, such as a decision you make to buy a new house. Change can be something you have no control over, such as the death of a loved one, changes in the tax law, or […]
Blog post #409 When we provide investment advice and write in these blog posts, we recommend to focus on the long term, especially with regard to investments in the stock market. A client recently asked me how that “long-term” perspective applies to him, as he is “older” and feels that his time horizon is not as […]
Blog post #408 The past 4 weeks have been full of financial news and events…. Stock markets have dropped and risen, Interest rates have dropped significantly Trade war tensions have continued to escalate There is more talk of a potential future recession in the US. Despite all this financial volatility, US large company stock market […]
Blog post #407 We are very pleased to announce that Wasserman Wealth Management has added a new member to our firm, to enable us to continue, and improve, the excellent guidance and service that we provide to our clients. As we have grown over the years, we realized that we needed to expand our capabilities […]
Blog post #406 Over the next few weeks, students will be going back to school. Two of my nieces will be leaving for college soon, starting in 10 days. Other children of the members of our firm will be returning to college, high school, elementary and middle schools shortly. It used to be that nearly […]
Blog post #405 After raising short-term interest rates from 2016-2018, the Federal Reserve voted to lower short term interest rates by .25% on Wednesday, to 2-2.25%. At least temporarily, this ends the Fed’s efforts to return short-term rates to more normal levels. Short term interest rates were around 5% in late 2007. As we have […]
Blog post #404 Starting this past Saturday, my home TVs show the following message when my wife or I try to watch CBS: Due to a fee dispute between CBS and ATT, CBS decided Friday night to discontinue providing their content to ATT’s TV services. We get our television service from ATT’s satellite service, DirecTV. […]
Blog post #403 This is a question that clients and prospects frequently ask. They want our opinions, predictions and insights about the future. They want to know what we think will happen to the stock market in the next few months or the next year. They want to know what the financial implication will be […]
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 […]