Cost of NOT staying in the market We have often talked about the importance of staying in the market. Think long-term. Stick with it, through the good and bad markets, to reap the long-term benefits that investing in stocks can provide. It can be hard to remain invested in stocks (appropriate to your personal stock […]
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 #487 You should want to know and understand how your financial advisor invests his or her own money, and whether they invest it in a manner that is consistent with the recommendations that they make for you. This is an important matter that you should ask about. Surprisingly, very few clients or prospective […]
Blog post #486 Opportunity, Faith and Optimism Next weekend, we celebrate the annual 4th of July holiday. We should be thankful every year for the freedom and opportunities which our country provides to so many of us, but this year has even more significance, compared to the state of the country last year. The US […]
Blog post #485 The headlines are everywhere….inflation is rising. The US Labor Department reported on Thursday that consumer inflation climbed “strongly in May, surging 5% from a year ago, to reach the highest annual inflation rate in 13 years.”* We want to address a few of the issues surrounding inflation and the impact this issue […]
Blog post #484 Hopefully many of you will gather with your family or extended families this Memorial Day weekend. The discussions at these gatherings are generally the same: updates on kids, grandchildren and relatives, health, politics, sports, food and restaurants. We can even include future travel plans this year! In most families, however, the topic […]
Blog post #483 Since our firm was founded in 2003, we have been strong believers in holding widely diversified portfolios, with significant exposure to factors that have historically provided greater expected returns. In practice, this means building client portfolios with additional weighting of small company asset classes, as well as to value stocks, both in […]
Blog post #482 At the end of April, 2021, most US stock market indices are near their all-time highs. What does that mean for your current, and future, investments? As Exhibit 1 below indicates, when the S & P 500 has reached highs in the past (for data from 1926-2018), the S & P 500 went […]
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 […]
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 […]