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Brad Newman

Tax Changes Just Part of the Larger Conversation

Tax Cuts and Jobs Act of 2017 Impact On Financial Health With the ink still wet on the freshly signed…

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passive strategies

Investors Shouldn’t Aim for ‘Average’

Our previous article discussed how investors have gotten too caught up in the debate over active versus passive strategies while…

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ask your financial advisor

Vital Question to Ask Your Financial Advisor

The financial industry is filled with jargon that can leave the consumer feeling overwhelmed and sometimes even misled. It is…

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active versus passive portfolio investing

Asset Allocation More Impactful Than the Active Versus Passive Debate

The active versus passive investing debate continues to receive attention with strong opinions on both sides. We find the discussion…

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