I am very honored to be named to the seventh annual Investopedia 100 list of most influential financial advisors of 2023 for the fifth year in a row! The seventh annual Investopedia 100 awards program recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial…
Brad Sherman was listed as a Top Financial Professional in the November/December 2022 issue of Bethesda Magazine! On behalf of Brad and Sherman Wealth, we want to say congratulations to the other financial professionals who were listed and thank you to our clients, friends, and family for the continued support as well as the financial…
I am extremely honored to announce that today I was named on the Investopedia 100 list of the most influential financial advisors of 2022. The sixth annual Investopedia 100 awards program recognizes financial advisors who demonstrate an industry-leading ability to reach large and diverse audiences, and use their influence to foster financial literacy education in…
After a two and a half year hiatus due to COVID-19, we were extremely excited to be back to host Beers with Brad on May 19th, 2022. It was great to gather with local centers of influence, peers, friends, and clients to discuss all the economic data we have been seeing and the market has…
One of the core reasons I started the company was because financial literacy and empowerment was lacking in the US education system and big firms made you believe unless you had a lot of investable assets, finding conflict-free financial advice was impossible. Investopedia is a fantastic website full of educational resources and is doing such great…
One of the core reasons I started the company was because financial literacy and empowerment was lacking in the US education system and big firms made you believe unless you had a lot of investable assets, finding conflict-free financial advice was impossible. Investopedia is a fantastic website full of educational resources and we are honored…
According to a recent survey, 16.1 percent of organizations have suspended matching employer contributions due to financial hardships caused by COVID-19. Worse yet, 1.3 percent of businesses have terminated their 401(k) plans altogether.1 401(k) plans and their matching employer contributions are relied on by millions of Americans to bolster their savings for retirement. If your…
When you hear the words Robo Advisors, what do you think of…? The Matrix? And does Financial Advisor conjure up a swaggering DiCaprio in The Wolf of Wall Street? Or maybe someone in a Brooks Brothers suit, describing products you barely understand? If you said yes to either, you’re not alone. One common fear about…
We are excited to be celebrating our one-year anniversary this week, and even more excited to share these custom-designed birthday cards we made for our clients. Coming to a mailbox near you…