What To Do With Money You Need In The Short Term
There are always lots of money management questions when it comes to investing and saving. Both of these actions are crucial in building your wealth and are stepping stones to reaching your financial...
View ArticleEp. 69 Launch Financial-Start Of Earnings Season & High Interest Rates
Overview: Join us on this week’s episode of Launch Financial as we discuss continual market volatility, booming interest rates and oil prices, and the beginning of earnings season. What You’ll Learn:...
View ArticleLook Out For These Tax Forms to Prepare for 2021 Tax Season
You may be receiving tons of paperwork over the next few weeks to prepare for your 2021 tax filing. We know tax season can be a stressful time, especially given the abundance of information and forms...
View ArticleInterest Rates Are Rising, Did You Know?
One common theme we see with many clients, friends and prospects is the lack of knowledge surrounding interest rates. Many Americans have debt, whether that be credit cards, student loans, mortgages or...
View ArticleEp. 70 Launch Financial- The Current Market Correction & Major Volatility
Overview: Join us on this week’s episode fo Launch Financial as we discuss what has been a crazy ride in the markets, ultimately leading to the current correction we are in. On this episode, we will...
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Has This Market Correction Changed Your Thoughts On Investing?
As you probably already know, it’s been quite a ride in the markets recently. When a stock index falls more than 10% from a recent high, it is often said to have entered “correction” territory. Has...
View ArticleImproving Your Employee Education As a Small Business Owner
With open enrollment season here and also being a business owner ourselves, we feel that financial education and empowerment of everyone, including your staff, is extremely important. As a small...
View ArticleQuestions to Ask When Interviewing A Financial Advisor
Whether it’s your first time working with a financial advisor or you are searching for a new one, it’s important to make sure you ask the right questions to ensure the advisor you choose will be a good...
View ArticleEp. 71 Launch Financial- January In The Markets
Overview: Join us on this week’s episode fo Launch Financial as we discuss January in the markets, th Fed’s decision to hike interest rates, and its implications. What You’ll Learn: Importance of...
View ArticleDoes Your Financial Advisor Provide These Services?
In our last blog we wrote about questions to ask when evaluating and searching for a financial advisor. Finding the right financial advisor is extremely important, as you want to trust the individual...
View ArticleMistakes To Avoid As A First-Time Home Buyer
Purchasing your first home is an amazing accomplishment and a big milestone in your life. That being said, oftentimes, most first-time home buyers face many difficulties and even make mistakes. We want...
View ArticleEp. 72 Launch Financial- Interest Rates Keep Inching Up
Overview: Join us on this week’s episode of Launch Financial as we discuss rising interest rates, Peloton and Meta’s restructuring, the markets, and more. Show Notes: Mistakes To Avoid As A...
View ArticleShould You Contribute To a Pre-Tax or Roth 401(K)?
We often get many questions around this time of year regarding the key differences between a Roth and Pre-Tax (Traditional) 401(k). This is such a great question and an important concept to understand...
View ArticleHow to Talk Money In A Relationship : Valentines Day Edition
Money conversations with your partner aren’t always the easiest or the most fun. With today being Valentine’s Day, a day in which we show love and affection for those around us, we thought we would...
View ArticleEp. 73 Launch Financial- Effective Money Conversations With Your Partner
Overview: Tune into this week’s Valentine’s Day episode of Launch Financial as we discuss how to talk about money in a relationship, defining what money means to you, and more What You’ll Learn:...
View ArticleHow to Recognize Behavioral Finance Biases
Over the last few months, we’ve faced a great deal of economic turmoil and uncertainty, which has a great impact on the finances and mindsets of many all across the world. Through these hardships,...
View ArticleWhy Choose A Financial Advisor With A Big Tech Stack
In the times of the coronavirus pandemic and with working-from-home becoming our new norm, we are all learning how to conduct our daily lives from the confines of our laptops and smartphones....
View ArticleEp. 74 Launch Financial- Inflation, Supply Chain Issues, and Oil Prices
Overview: Join us on this week’s episode of Launch Financial as we discuss continuing inflation fears, supply chain issues, rising oil prices, Russia-Ukraine tensions and more. What You’ll Learn:...
View ArticleBrad Sherman Named to Washingtonian’s Top Financial Advisers 2022 List
Brad Sherman has been named on Washingtonian Magazine’s 2022 list of Best Fee-Only Financial Advisors in Washington, DC. Every 1-2 years, Washingtonian Magazine publishes a list of the Washington, DC...
View ArticleEp. 75 Launch Financial- Interest Rates Plunge As Prices Continue To Surge
Overview: Tune into this week’s episode of Launch Financial as we discuss the Ukraine-Russia war, oil prices hitting a record high, interest rates plunging, and more! Show Notes: How to Talk Money...
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