Blog post #451 The 3 months that just ended June 30th was terrific for nearly all asset classes, both in the US and Internationally. The financial markets have been volatile, as one would expect, given the onset of the Covid-19 crisis. The 34% decline in the S&P 500 for the 33 days up to March […]
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
Starting in mid-June, 2014, I committed to writing these posts weekly, which we have done for the past 6 years. Since 2009, this is the 450th blog post we have written. We hope these blog posts are helpful to you, as we strive to provide you with guidance, timely information and clarity, as you deal […]
Blog post #449 Your financial life can involve many decisions, choices and emotions. We can help to make it easier for you to deal with. Staying in the market and sticking with your long-term asset allocation plan during a pandemic is not easy, but it can be done. We have helped you with this and […]
Blog post #448 On Sunday, Rachel, my youngest child, will graduate from Kalamazoo College, a small liberal arts college. Like so many other high school and college graduates around the world this year, she will not be able to have a formal ceremony. I am proud of her accomplishments as a student and as a […]
Blog post #447 For this week’s blog post, we encourage you to watch this short video. David Booth, Founder and Executive Chairman of DFA (Dimensional Fund Advisors) shares his thoughts on the importance of having an investment plan that you can stick with, uncertainty and how to think about the future. I didn’t know what the […]
Blog post #446 To be successful at almost anything, you need to be able to adapt. This applies to individuals, families, companies and countries. In the past months, we have all been forced to adapt and change. Going forward, we will all need to continue to adapt, innovate and change. Though there has been tremendous […]
Blog post #445 I never know where the ideas for these blog posts will come from. That can be a little risky, as I need to develop an idea every week. Early Wednesday morning I was on a phone call with Delta, to cancel a flight for a trip we were supposed to be taking […]
Blog post #444 Based on preliminary estimates, there may not be any increase in Social Security benefits to recipients next year, for 2021.** Social Security benefit increases are based on annual changes in the consumer-price index (CPI) and are announced each year in October. CPI data from January – April would indicate no increase for […]
Blog post #443 Get more credit card benefits for grocery, restaurant and delivery purchases As we are all buying or ordering more groceries, as well as using delivery services due to the pandemic, a number of premium credit cards have significantly increased their rewards for grocery purchases and food delivery services, either from grocery stores […]
Blog post #442 Let’s imagine your investment portfolio is like a roller coaster. There are different types of roller coasters, in this imaginary world. Ride 1: This is not your typical roller coaster. It is very flat, with a gradual decline that is barely noticeable. Not much excitement. Kind of boring. Slow. You get into your […]