Entries by Brad Wasserman

Three Cuts and They’re Out-For Now

Blog post #418 The US Federal Reserve cut short term interest rates on Wednesday, for the third time since July, 2019. They signaled that this is likely to be the last reduction for now, unless the economy slows sharply. “The current stance of (interest rate) policy is likely to remain appropriate” as long as the […]

Investing in ourselves….for you

Blog post #417 Energized. Optimistic. Full of ideas. These are some of the feelings I have after concluding a weekend learning group session I had with advisors from across the country and from our back office firm’s Annual National Conference, which Michelle Graham and Bradford Newsome also attended. I am also feeling a bit overwhelmed, […]

2020 Social Security Benefit and Payroll Tax Increases

Blog post #416 Social Security is still vital for nearly all Americans. Annual payments can be $15,000-$36,000 per year, which is the equivalent of withdrawing 4% per year from an account value of $400,000-$900,000. Social Security recipients will be receiving a 1.6% increase in 2020 benefits. This benefit increase will likely be partially offset by slightly […]

Financial Markets Don’t Come with Traffic Signals

Blog post #414 It is unfortunate, but true.  There are not financial traffic lights that signal “green,” it’s all clear now…you can proceed to enter the stock market with no risk. There are no reliable financial traffic lights that signal “red” and tell you accurately and repeatedly when you should be exiting the stock market. There […]