Perspectives

Braver Wealth is built upon experience and insight that has powered our team to help our clients preserve wealth through economic downturns, market fluctuations and life changes. And while our perspective is driven by your needs, the strength of our investment strategy and depth of our financial planning expertise are ideas valued throughout our industry. Here are just a few of the things we’ve had to say recently.

 

Braver Supports Boston Cares - Build-A-Bed Project

October 27, 2015

Braver team donates their time and funds to the Boston Cares Project. Building beds for children.

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Braver Supports ALS - Warriors Of Wall Street Charity Event hosted on October 27th

October 27, 2015

Braver is a proud sponsor of The Warriors of Wall Street - Founded by members of the financial community that are battling, have lost, and are losing family and friends to the devastation of this disease, the ALS Warriors of Wall Street have made it their mission to raise funds for a treatment for ALS. Visit their site at www.alswarriorsofwallstreet.org.

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Q3 2015 Economic & Market Commentary

October 27, 2015

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Q2 0f 2015 Economic & Market Commentary

August 10, 2015

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Q1 of 2015 Economic & Market Commentary

April 30, 2015

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Five Braver Wealth team members named 2015 Five Star Wealth Managers

March 13, 2015

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Debbie Levenson, CFP® of Braver Wealth Management, is quoted in the Boston Globe's article "Dividing your year into quarters can help your finances"

March 10, 2015

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Q4 of 2014 Economic & Market Commentary

February 20, 2015

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Q3 of 2014 Economic & Market Commentary

February 20, 2015

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Q2 of 2014 Economic & Market Summary

February 20, 2015

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Q1 of 2014 Economic & Market Summary

February 20, 2015

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David D’Amico, CFA President of Braver Wealth Management, Quoted in Financial Advisor Article Discussing the Growing Popularity of Low-cost Variable Annuities

July 9, 2013

Advisors are seeking ways to deliver lower risk & improved after tax returns to clients who are anxious not just about higher tax rates but sharp market volatility.

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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 10, 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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