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Why Investors Can Be Their Own Worst Enemy
Investors often think they are doing better than they actually are. But the reality is that most investors are actually underperforming their benchmark. Two recent articles regarding behavioral finance...
View ArticleRobo VS. Human Financial Advisors
The last few years have certainly changed the cadence in which many of us operate on a day to day basis. This is especially true with the emergence of technology and transition to remote work,...
View ArticleFinancial Tips As Recession Talks Loom
It’s certainly been quite a year, with the stock market having its worst first half of the year since 1970. As we’ve been weathering this extreme market volatility and watching the Federal Reserve hike...
View ArticleBrad Sherman Named On Investopedia’s 100 List of The Most Influential...
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...
View ArticleEp. 97 Launch Financial-Consumer Sentiment on Amazon Prime Day
Overview: Join us on this week’s episode of Launch Financial as we discuss consumer sentiment on Amazon Prime Day, mortgage rates dropping to 2008 levels, and thoughts as we await inflation data. For...
View ArticleAre You Taking Advantage Of Your 401(k) Employer Match?
Does your job offer workplace benefits? If so, are you aware of the benefits available to you and are you taking advantage of them all? We’ve been working with many individuals who are not only unaware...
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Why It’s A Good Time For Roth Conversions
Given all the recent economic data and the current market downturn, you may be thinking about moves you should be making within your investment portfolio. While it’s important to revisit your asset...
View ArticleDo You Have Extra Money In Your 529 Account?
From experience and working with our clients, we know planning and saving for college can be difficult. It’s hard to know what the exact future values of tuition will be and what type of institution...
View ArticleEp. 98 Launch Financial-Consumer Fears As We Await Mega-Cap Tech Earnings &...
Launch Financial- Join us this week on Launch Financial as we discuss a preview of this week’s mega-cap tech earnings and the Federal Reserve meeting on Wednesday. Tune back in tomorrow for updates!...
View ArticleNow Is The Time For Your Mid-Year Financial Check-In
2022 is more than halfway over- crazy, I know! However, the end of summer is always a great checkpoint to take a step back, look at your finances as a whole, see what you have achieved thus far in the...
View ArticleEp. 99 Launch Financial- Tech Earnings and July In The Markets
Overview: Join us on this week’s episode of Launch Financial as we discuss mega-cap tech earnings, the Federal Reserve raising interest rates by another 75 basis points, the yield curve, and July in...
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The Month Of July In The Markets
Happy August everybody-crazy summer is almost over! As we head into the last month of summer, we want to take a moment to review what a month July was in the markets. As you can see in the chart below,...
View ArticlePreparing For Your Student Loan Re-Payments To Resume
If you have been taking advantage of the COVID-19 Emergency Relief and federal student loan forbearance program the last two years, you should know that the student loan forbearance is scheduled to...
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Do You Know What Interest Rates You Are Paying On Your Credit Cards?
As inflation continues to rise and be top of mind for the average household, we want to continue discussing how it is affecting our daily life and how to navigate this adjustment. Prices of nearly...
View ArticleEp. 100 Launch Financial-Inflation Data Cools Off
Overview: Tune into this week’s episode of Launch Financial as we discuss today’s inflation report that showed inflation numbers cooling off, mortgage rates leading to a mini refinancing boom, and...
View ArticleEp.101 Launch Financial-Economic Data Impacts the Housing Industry
Overview: Join us for our 101st episode of Launch Financial as we discuss impacts to the housing industry, including a decrease in sentiment, affordability, new home construction, and more. Show...
View ArticleWomen Feel Less Prepared For Retirement
Building your wealth and saving for retirement is such a prudent part of your life and career. Many individuals often times overlook the importance of starting early and learning ways to maximize their...
View ArticleAre You HSA Eligible? If So, Check This Out
Are You HSA eligible? If so, here’s how to take advantage of it during this time of year. As open enrollment is underway, you might have some questions about what benefits you are eligible for, and...
View ArticleEp. 102 Launch Financial-August Economic Data & Awaiting The Fed Thoughts
Overview: Tune into this week’s episode of Launch Financial as we discuss economic data as the market is digesting the Fed minutes later this week. Show Notes Check out this episode!
View ArticleCash Management In a Rising Interest Environment
With the Federal Reserve raising interest rates to combat inflation, we have been seeing a huge spike in short-term rates, CD’s, and money market accounts. At the same time, many clients and prospects...
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