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Financial Insight Newsletter: Fall 2010

alisonsimons — Wed, 20 Oct 2010 18:36:19 +0000

Why staying the course no longer works

alisonsimons — Tue, 12 Oct 2010 18:00:08 +0000

An article written by David J. D’Amico, President of Braver Wealth Management, was published in InvestmentNews online on October 10, 2010.

Posted on: October 12, 2010

Can Advisors Give Clients What They Demand?

alisonsimons — Fri, 08 Oct 2010 14:19:34 +0000

An article written by David J. D’Amico, President of Braver Wealth Management, was published in FA Mag on October 4, 2010.

Posted on: October 8, 2010

How to Protect Clients Against Downside Risk

alisonsimons — Fri, 01 Oct 2010 13:56:09 +0000

Mitigating portfolio risk is one of the most important issues facing high-net-worth clients and advisors today. Most focus on asset allocation – diversifying assets across a wide collection of low correlating asset classes, market capitalizations, and geographical locations, in order to reduce risk. Asset allocation accounts remain fully invested, even when the markets are declining day after day after day. But we believe remaining committed to such a strategic asset allocation approach can be a liability today.

Published on: October 1, 2010

Debbie Levenson Quoted in New York Times Article

alisonsimons — 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.”

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.

Posted on: April 25, 2010

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.

Posted on: April 13, 2010

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

Posted on: April 13, 2010

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

Posted on: June 30, 2009

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.”

Posted on: April 15, 2009