Latest Articles
Financial Strategies for Individuals with Brain Injury
By Brad Sherman, President of Sherman Wealth Management. Individuals who have sustained a traumatic brain injury (TBI) often have difficulties that can affect all aspects of their lives and, more
Transparency on Both Sides
According to a recent survey, only 40 percent of investors indicated that their financial advisor(s) clearly explained how they are compensated. In this same survey – the Envestnet Fiduciary Standards
What’s your credit score?
Ok, while it may not be the most romantic pick-up line, there is something to be said for wanting to know a potential partner’s credit score. It’s the number that
Rebalance Your Portfolio To Stay On Track With Investments
A drift portfolio 60% invested in stocks delivers risk comparable to a portfolio with greater market exposure, 80% invested in the stock market in the example of Figure III-2. This
Your 401K Program: A Little Savings Now Goes a Long Way
Though it may seem daunting, investing in your future is a positive choice. Your experience doesn’t have to be intimidating; I will be happy to serve as your financial planner
How much money do you need for retirement these days?
Although retirement may seem distant, it is important to start a strategic plan now so you are prepared when that day arrives. Timing is very important, and the sooner you
Dimensional Funds Advisors
Early this year, Barron’s posted an article by Beverly Goodman on a program orchestrated by financial firm Dimensional Fund Advisors, led by University of Chicago economist Professor Eugene Fama. Dimensional
Which Generation has a Better Handle on their Long Term Financial Goals
Long term financial goals for Millennials vs. Gen X There is a common perception among our society that Millennials have the ‘You Only Live Once (YOLO)” attitude and are risk
National 529 Day! So What Is A 529 Plan?
With nearly 70% of Americans unsure of what a 529 plan is, Thursday, May 29 is National 529 Day (or more officially “National 529 College Savings Plan Day”), serving to