Braver » MC – Wealth Management

Debbie Levenson Quoted in New York Times Article

awolbarst — Tue, 24 Aug 2010 20:23:57 +0000

Debbie Levenson of Braver Wealth Management quoted in an online dating article featured in the Your Money section of The New York Times on Saturday, August 21st.

“The trick, it seems, is to use such subtle codes, the same way people slip in mentions of their jogging habit rather than coming right out and saying that they’re not overweight. So rather than projecting frugality outright, try dropping a classic investing book like “A Random Walk Down Wall Street” by Burton G. Malkiel, into the list of things you’ve read recently, suggested Deborah H. Levenson, a financial planner with Braver Wealth Management in Newton, Mass., who recently became engaged to a man she met online.”

To read the full article click here: How to Be Frugal and Still Be Asked on Dates

Debbie Levenson Gives Financial Makeover

admin — Sun, 25 Apr 2010 17:21:31 +0000

“I was freaking out. I didn’t know what a budget was, I didn’t know what consolidation was, and I was living paycheck to paycheck.’’

That’s when she [Amanda Johnson] took her dad’s advice and applied for a Boston Globe Money Makeover. The result: She recently found herself reviewing her finances with fee-only financial planner Deborah Levenson of Braver Wealth Management, Newton.

Dave D’Amico: On the money

admin — Tue, 13 Apr 2010 20:11:46 +0000

Dave D’Amico featured in ‘Outside the Box’ by the Boston Business Journal.

Diversified Asset Program

admin — Tue, 13 Apr 2010 20:09:19 +0000

Braver Wealth Management’s Diversified Asset Program selected by Informa Investment Solutions as a ’Top Gun’ in their U.S. Balanced Universe

Informa Investment Solutions

admin — Tue, 30 Jun 2009 20:06:37 +0000

Braver’s High Yield Bond Program selected by Informa Investment Solutions as a ’Top Gun’ in their Fixed Income Universe

Raise retirement satisfaction by lowering your standards

admin — Wed, 15 Apr 2009 18:16:44 +0000

” You don’t need a survey to determine that people feel less confident about having enough money to live comfortably in retirement.”

How to get control of your cash flow

admin — Fri, 10 Apr 2009 18:20:10 +0000

“We have all had cash shortages at times in our businesses. This is certainly true in tough times. Cash crunches also commonly occur when business is very good and we’re growing. Here are some simple, proven steps to better cash management. “

Managed ETF Portfolio Top Performers

admin — Mon, 30 Mar 2009 20:03:07 +0000

Braver Wealth Management’s Tactical Asset Allocation Program ranked # 8 Top Performer Managed ETF Portfolios

6 ways to fund IRS payments

admin — Mon, 09 Mar 2009 18:22:37 +0000

” If you’re like millions of other small-business owners across the country, your business has practically fallen off a cliff in the past few months.”

Credit crunch squeezes commercial real estate

admin — Mon, 18 Aug 2008 18:39:00 +0000

“In the wake of tighter credit requirements in the home-mortgage market, commercial real estate borrowers are finding themselves in the midst of a credit crunch of their own. After enjoying the lowest rates in 40 years, commercial borrowers are facing more stringent underwriting requirements and the near extinction of interest-only deals.”