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Advice from the Pros

Demystifying Small Business Valuation – Inc.com by Mike Handelsman
April 24, 2013

Determining the value of your business can be tricky, especially when business owners find it difficult to avoid considering their personal feelings about the company’s worth. What is really meant by “business valuation’ is the amount that someone is willing to pay for it in the business-for-sale marketplace. Further complicating things are the many acceptable [...]

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Is It Time to Get Defensive? March 14, 2013
March 14, 2013

2012 was characterized by wild emotional, political and financial market swings (see chart below). This roller coaster ride lasted into the final minutes of the trading year as the fiscal cliff debate dominated the headlines.

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Q4 2012 Economic & Market Summary – January 21, 2013
February 11, 2013

2012 was characterized by wild emotional, political and financial market swings (see chart below). This roller coaster ride lasted into the final minutes of the trading year as the fiscal cliff debate dominated the headlines.

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In the News

Braver’s CEO sits high in the saddle
March 25, 2013

Some executives hit the links. Others head to the gym, go for a sail or just read a good book to relieve stress and get away from the pressures of work. But Dennis Pellecchia? The 59-year-old chairman and CEO of Braver PC likes roping calves.

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Robert Lepson, CFP® of Braver Wealth Management Provides Insight in Boston Globe article “With tax rules set, the time to plan is now”
February 12, 2013

After a long, frustrating period of tax uncertainty, people can now make tax planning decisions with a much greater degree of confidence.

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David D’Amico, CFA of Braver Wealth Management Provides Insight in Investment News article “Fee-based products attract attention”"
February 3, 2013

Variable annuities have always been a tough sell to registered investment advisers. They’re complicated, they’re costly and they’re usually sold on a commission basis.

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