Blog post #481 Bernie Madoff, who ran one of the largest Ponzi schemes ever, died this week in jail at age 82. He defrauded investors of almost $65 billion in paper losses, which came to light in 2008 during the Great Financial Crisis. There are lessons to be learned from the Madoff incident, as well […]
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 #480 As we all know, the last 12 months have been unlike any that we have liked though before. With further vaccine production and distribution, hopefully the US and world will gradually return to more normalcy in the coming months and years. Financially, the past 12 months and the past quarter have provided […]
Blog post #479 “The important thing about a philosophy is that you have one you can stick with.” ~David Booth, founder and chairman of Dimensional Fund Advisors (DFA). That was the beginning of a blog post I wrote in July, 2013, almost 8 years ago. The philosophies and concepts from that blog post have endured the […]
Blog post #478 We often find things when and where we least expect to. This past weekend, I attended a Bar Mitzvah ceremony for my cousin’s son. I was one of less than 20 people who were physically in attendance. Instead of hundreds gathering, it was mostly virtual. Prior to the service, I read a […]
Blog post #477 The advice is simple. Living it is much harder. You should remain invested in the stock market for the long-term, regardless of what is happening in the world, in a diversified manner, at a level that is consistent with your need, ability and willingness to take risk. This means you should not […]
Blog post #476 While many of you have been clients for well over a decade, some of you are newer to WWM and our investment philosophy. We want to help you to have the best chance to reach your financial goals. We hope this post provides you with a summary of why we adhere to […]
Blog post #475 As 2021 begins, the US and the world are very different than they were a year ago. Financial markets continuously change in response to new information and unexpected events. Stock and fixed income prices move on earnings and future expectations. What are we seeing and what are we doing? The way that […]
Blog post #474 One of the most important services that we provide for clients is preparing a written Investment Policy Statement (IPS) for them. Developing a written Investment Policy Statement, along with a diversified portfolio, are critical for making the investment process more disciplined and systematic, and less emotional. For most long-term investors to meet […]
Blog post #473 Despite the terrible pandemic and all the difficulties that it has caused this year, the financial markets appear to be finishing 2020 in a very positive manner. Nearly all US and International asset classes have good returns for the year, some with very healthy gains that are far above their asset class’ […]
Blog post #472 As the saying goes, the only things which are certain are death and taxes. In providing financial advice, and for you to deal with your financial future, it is important to distinguish between things which should remain relatively permanent (which should not change), and things which are subject to change (and should be […]