Bradford delivers views on industry topics, tax laws and policy changes that impact you to help educate investors about the market, personal finance, insurance, taxes and more. We update our blogs each month. 

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Latest Insights & Blogs

Micholyn Fajen |
What is the market signaling as it has made sharp turns despite joblessness and what does that mean for savvy investors looking to take advantage of swings?
How the CARES Act impacts investors, RMD and your taxes. The recent passing of the $2.2 trillion 2020 Coronavirus Aid, Relief and Economic Security (CARES) Act, Bradford highlights how the relief provisions may impact you.
COVID-19 changed everything…except for our resolve, our money management, our financial knowledge and our faith. Here's how Bradford Financial Center is meeting today’s market challenges and sharing insights on how you might look at this pandemic with hopeful eyes.
Choosing the right financial advisor can be tough. How do you know if it’s the right person (or company) to manage your life savings? It’s an important job and it pays to consider these points as you research the best option for you, your family and your investing. Check out Bradford Financial Center's advice on the key areas of financial planning to discover if it's time to work with a new advisor to manage your...
Jim Tausz |
In 2019, student loan debt in the U.S. reached $1.6 trillion. Understanding how to pay off student debt faster begins with a disciplined approach to your finances.
Shallon Weis |
Getting your finances in order takes organization and discipline, but the benefits can save you time, money and stress. Follow these top ways to get your finances in order to help reach your financial goals faster.
Are you prepared to reach your financial goals? It starts with a smart plan! Learn how to set up a financial plan on your own. Download our Free Financial Planning Guide to get it right. Bradford’s team provides free reviews of your portfolio when you’re ready to take your plan to the next level.
Jim Tausz |
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Financial literacy is the general knowledge of money, taxes, investments, spending, and saving. More than ever, financial literacy is important to ensure you manage your wealth and make the right financial situations for your future goals, your health, and your legacy.
Shallon Weis |
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Planned giving is a method of donating through a trust or a will at a future date to an organization or non-profit allowing philanthropic people to leave a legacy. Planned giving can offer tax savings for the donor. Before you decide if planned giving is right for your estate, consider these options.
Shallon Weis |
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When is Medicare Open Enrollment? Medicare Open Enrollment for 2020 Coverage: Begins October 15 and continues until December 7. If you're enrolling for the first time this helpful article can guide you along the Medicare enrollment process.
Shallon Weis |
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When to hire a financial advisor? When your own methods become too time-consuming or you don't feel informed enough to ensure you're maximizing your potential for risk, investing or selling. Bradford Certified Financial Planners (CFP) can help you reach your financial goals. Here's some good advice on finding the right fit.
Shallon Weis |
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More than 60 million Americans had their identities stolen in 2018, a significant increase from 2015, where more than 15 million consumers were affected. With identity theft numbers on the rise, it certainly doesn’t appear likely that scammers are going away anytime soon. While there are no hard and fast rules when it comes to preventing identity theft, there are some things you can do to make it more difficult for scammers to obtain your...
From bad credit and financial illiteracy to deepening debt and sloppy saving, American finances are trending toward a worrisome future. If you're mindful of these pitfalls and make smarter financial moves, you can avoid falling into this statistical downspin. Read more about the 6 Disturbing Personal Finance Trends for Americans.
It's all about spreading the wealth (or limiting the risk)! Diversifying is the battle cry of financial advisors as a means of protecting investors against volatile market swings. But here are four common ways Bradford Financial Center suggests you diversify your own investment portfolio. Seek the advice of a professional certified professional financial planner before making any moves to your portfolio.
As quickly as technology evolves so do hackers. The risk is real. So much so that IBM's president and CEO, Ginni Rometty said: “Cybercrime is the greatest threat to every company in the world.” Rometty may be right; already the total cost for cybercrime committed globally has added up to over $1 trillion dollars in 2018. So what can you do locally to protect your own personal data from evolving hackers?
As we await a decision on the trade talks between the U.S. and China, it’s important to understand what this trade war means for both sides and just how it will impact American investors like you and me.
Shallon Weis |
Just a few years back, you wouldn’t have mixed the two terms, “cannabis” and “investing” in reputable wealth management circles, but shifts in legislation and the legalization of cannabis among some U.S. states and Canada are changing the playing field for intrigued, would-be investors.