Brad Sherman

March 12, 2018 | Brad Sherman

A New IRS Withholding Tax Calculator Eliminates the Guesswork

Last week, in response to confusion surrounding the 2018 tax law that was passed in December, the IRS released an updated online Withholding Calculator. The tool is designed to help taxpayers make sure they are not wildly underpaying or overpaying what they will owe. The new law is highly complex and made changes that included increasing […]

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March 9, 2018 | Brad Sherman

Mortgage Strategies for Self-Employed Home Buyers

Being your own boss is a great feeling with many benefits, but those benefits do not include a fast track to a great mortgage. Gone are the days of the easy mortgages, the no-income-verification loans, and The Big Short. In fact, qualifying for a mortgage may rank as one of the biggest challenges you face […]

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February 28, 2018 | Brad Sherman

The “Kiddie Tax” is Changing: What You Need to Know Now

Saving on taxes, while saving for your child or grandchild’s college education, just got a little trickier thanks to important changes in the “Kiddie Tax”. The tax bill that was signed into law in December made some significant changes to how Uniform Gifts to Minors Accounts (UGMAs) and Uniform Transfers to Minors Accounts (UTMAs) are […]

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February 20, 2018 | Brad Sherman

Shocked by the Market’s Drop? Chalk it Up to Recency Bias

Whether you realize it or not, chances are good that you are prone to something called Recency Bias, which is the common tendency to think that what has been happening recently will continue to happen in the near future. If you, like many investors, are shocked and concerned about February’s sudden market volatility, it’s probably […]

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February 9, 2018 | Brad Sherman

The End of Low Volatility

Whether you view Friday’s stock market sell-off as an adjustment to permit the markets to climb higher on a more solid base, or were nervous about the sharp short term “loss” of unrealized gains, it’s clear that the stock market’s meteoric, historically-long winning streak hit a bump in the road this week. Draw downs and […]

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January 22, 2018 | Brad Sherman

Wants vs. Needs; Simplifying your Financial Plan for a Happier You

We hear from prospects all the time “ I manage a complex budget for my firm, yet I just can’t seem to sift through my personal finances.” Welcome the financial planner to your life. It may sound like a foreign concept to some, but for many simply having their own emotions attached to their personal […]

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August 24, 2016 | Brad Sherman


The Conflicts of Interest Around 401(k)s

A new study in the Journal of Finance has found that conflicts of interest in 401(k) plans can lead to serious losses for individual investors. More specifically, the 2,500 funds surveyed were less likely to eliminate under performing funds that were their own rather than another provider’s fund. This can be very costly to retirement […]

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August 23, 2016 | Brad Sherman

Antoine Walker

Financial Failings of NBA Legend Antoine Walker

Former NBA All-Star forward Antoine Walker possessed a varied skill-set that enabled him to play both inside and outside. A big man who also shot the three, Walker was notorious for his hilariously erratic shot selection and, later in his career, an aversion to running that led to lazy play. The quality of financial advice […]

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July 29, 2016 | Brad Sherman

Instituting Investing Rules: Lessons from the Brexit

The world had its eyes on the United Kingdom on June 23, as returns from their national referendum on whether to withdraw from the European Union began to roll in. The ultimate victory of the “leave” camp sent shock waves through political and financial sectors, as investors saw the British pound crash to a 30-year […]

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July 29, 2016 | Mark Avallone, MBA, CFP®, CRPS®

July-Here’s To Your Wealth

So far this year, the “sell in May and go away” strategy has been a flop as the U.S. stock market continues its summer rally. What might be more surprising is that some of the year’s biggest winners have been the emerging markets and high yield bonds. The high yield recovery is something we have […]

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