News + Articles

04/13

Podcast: Thoughts on Barron’s Poll

04/13

Podcast: Barron’s Big Money Poll

02/13

Up 123% and Climbing

An update on the market as of February 10th

01/13

Comfort, Convenience, Peace-of-Mind – Podcast

Here is a brief podcast on Comfort, Convenience and Peace-of-Mind.

01/13

Living Strategically Past the Fiscal Cliff – Podcast

Happy New Year – here is a quick podcast on how to live strategically with the recent Fiscal cliff aversion.   

12/12

Appreciative Attitude Podcast

Here is Brad’s holiday & New Year podcast on Appreciative Attitude. Here are the two books mentioned in this podcast for reference. “Tap Dancing to Work: Warren Buffet on practically everything 1966-2012″ —- “The Templeton Plan: 21 steps to Personal Success and Real Happiness”  

11/12

Facing the Fiscal Cliff Podcast & Article

Please see today’s podcast and also download an article we’ve pulled to better understand what challenges are ahead. Download the article here >> 

11/12

Brad’s Outlook: Election Results

11/12

Facing the tax cliff

Mostly overlooked by the news media are a large number of other tax provisions that are also scheduled to expire or have already expired. Click here to view the surprising number of tax-changes as year-end approaches

10/12

Brad’s Outlook: Stay Inside!