Wealth Management News
D’Amico Presents on an Expert Panel at NAPFA Conference
May 11, 2012
Dave D’Amico, President of Braver Wealth Management, Discusses the utilization of Tactical Investment Strategies within the Alternative Asset Classes at the NAPFA Annual Conference in Chicago
Judy Ludwig, Brad Sharp and Bob Lepson Featured in Boston Magazine as 2012 Five Star Wealth Managers
April 23, 2012
“The 2012 Five Star Wealth Managers are a select group, representing less than 3 percent of the wealth managers in the Boston area. Boston magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.” [...]
Overview of Braver Wealth’s Recent Performance Awards
April 18, 2012
Lipper, A Thompson Reuters Company “World’s Best Money Managers.” Braver Tactical High Yield Program is a shining star for short-term and long-term performance, ranked in the Top 1% for US Fixed Income and Ranked #2 overall for US High Yield Fixed Income. Braver Tactical Sector Rotation Program made a strong showing in the US Diversified/Multi-cap [...]
Braver Wealth Management Team Gives Back
April 18, 2012
On Wednesday, March 7th, Braver Wealth Management took some time to give back to the community. They spent the evening at the Greater Boston Food Bank inspecting, sorting, and packing food and grocery products. (from left to right) Charlie Toole, Dave D’Amico, David Schiffer, Ted Welsh, Deborah Levenson, Mary Hoey, Michelle Silverman, Robert Lepson [...]
Complimentary Braver Wealth Seminar
March 1, 2012
A Successful Retirement: The Braver Wealth Approach. Join us for this complimentary seminar hosted by Braver Wealth on Wednesday, March 21st. This seminar is for pre-retirees in their 50′s and early 60′s who want to start preparing for their retirement. To attend, please contact msilverman@braverwealth.com
Complimentary Braver Wealth Seminar
November 4, 2011
Is a ‘stay the course’ strategy really a sinking ship? Join us for this complimentary seminar hosted by Braver Wealth on Wednesday, November 16th, to learn more about the strategies that could help to protect your financial portfolio in today’s volatile economic climate. To attend, please contact mhoey@braverwealth.com
Braver’s Headquarters has Moved!
April 14, 2011
Come and visit us in our new home anytime! 117 Kendrick Street, Suite 800 Needham, MA 02494 Our new place is a 22,000 sq.ft. space in an award winning office building adjacent to Cutler Lake in Needham, just one mile from Route 128. *Our phone and fax numbers will remain the same
Complimentary Braver Wealth Seminar
March 21, 2011
On Tuesday, April 12th, Braver Wealth will be hosting a complimentary seminar on Braver’s Wealth Preservation Strategies: How they work and how they may be a “lifeboat” for your portfolio. Click here for more details. Posted on: March 21, 2011
Japan and the Markets
March 18, 2011
The financial markets, as expected, have turned their attention to the international political turmoil and fears of the resulting rise in oil prices.
