Brandt Wealth Advisors Blog

Tips and tutorials that get to the heart of life, emotions and finance.

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Don’t Think About Finances Today.

ARTICLE

We let things slide.
We check our to-do list to see what’s most important.

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Will You Be Forced to Retire?

ARTICLE

Many people have a pretty good idea of how long they want to work. You may even have a financial plan that assumes you’ll retire at a certain age.

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Financial Planning 101

VIDEO POST

Do you know where you are in your financial life and where you want to go? How does a financial plan show you the most efficient way to get there?
Bo…

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Rebalancing Your Portfolio

VIDEO POST

How do emotions lead us to make bad investment decisions? Did you know that rebalancing your portfolio can help you avoid these impulses?
In this vid…

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Your Comfort With Risk

VIDEO POST

What is your comfort with investment risk? Does your portfolio reflect your comfort level, yet keep you on track to meet your goals?
In this video, B…

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