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 […]
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 #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 […]
Blog post #392 After my three-day learning group session ended with fellow advisors from across the country in Monterrey, California, I went for a walk before heading north towards the airport. As I walked along the jagged, rocky Pacific Coast, I came upon a group of people peering into the Pacific Ocean. I took the […]
Blog post #391 As many US market indices are at or near all time highs, and International markets are also performing strongly, many are asking the opposite question. Have US markets reached new peaks? Will they go higher? On Monday, the Wall Street Journal had an article titled “As Stocks Climb, Some Investors Wonder When to Get […]
Blog post #390 Better implies that what you have right now can be improved. It is an assertion that requires confidence to say it and the optimism that it’s possible. Make implies that it’s up to you (and us). Someone needs to make it better. Better requires change, and change can be scary for some people. These […]
Blog post #389 A professional sports gambler set a Jeopardy single game winning record of $110,914 on Tuesday’s episode. But that one day win is only part of the story. James Holzhauer has won an astounding $298,687 in 5 wins. His aggressive betting, different game strategy and vast knowledge has resulted in must see viewing. He […]
Blog post #388 The 2019 baseball season has just begun. This means that spring training has just concluded, which is the time when experienced players and rookies alike focus on the fundamentals of the game. Even though these players are the very best in their sport, they have just spent many weeks practicing baseball basics […]
Blog post #387 The economy and investment worries are always changing. Last year, many feared the impact of trade wars and rising interest rates to their portfolio. Most investors had portfolios that declined in 2018 but have seen a strong rebound so far in 2019. Recently, there has been growing concern that due to slowing […]
Blog post #386 In December and the fall of 2018, the Federal Reserve played the role of villain. They had raised short term interest raises for five consecutive quarters and were projecting more increases for 2019 and 2020. As a result of these increases, the Federal Reserve appeared to be Grinch-like just prior to last […]
Next week, much of the country will participate in the annual fun of trying to choose which college basketball teams will do best in the NCAA national basketball championship tournament. They will get the brackets, print them out or make their picks online. Have fun! And hope for the best. Picking the winning teams can […]