Category: Investment 101

Should You Choose a Traditional or Roth IRA?

So you’ve got a little cash saved in the bank, you have your debt under control and you feel like it’s definitely time for you to start looking into stashing away some extra money for your future retirement. Time to decide, Traditional or Roth IRA? Maybe you have a 401(k) from your job, or maybe you have a brokerage account and you’re used to managing your own investments. Regardless of their financial situation, many people look to their IRA as a flexible place to stash money away for their future and now it’s time to think about starting one...

Read More

My Biggest Money Mistake Ever. By a Financial Advisor

What’s your biggest money mistake that you’re willing to admit to? I’m a financial advisor but I’m not immune to making mistakes with my money, let me tell you about my favorite (and by favorite I mean least favorite) money mistake I’ve ever made. Do you want to know something interesting? I actually feel like some of the biggest money mistakes I’ve made have actually been while I was working in the financial field. Don’t judge me! Sometimes doctors get sick and lawyers get sued also. If your financial advisor wants you think that they’ve never lost money in...

Read More

Investment 101- A Practical Guide On Where and When to Start for Beginners

Learning to invest isn’t as difficult as it seems. Really, it’s true. But you have to decide where to start and when to start first. Investment 101 is a guide for anyone who wants to start investing for their future.   Some people in the financial services industry may want you to think investing is rocket science, but I disagree. I believe this is not rocket science, and I have a formula that I want to show you to back that up. I call it Investment 101. I know the world of finance and investing is full a ton of...

Read More

Join The Art of a Plan

Follow The Art of a Plan

Brein Wealth Management, LLC (“Brein Wealth Management”) is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Advisory services are offered by Brein Wealth Management, insurance products and services are offered through Brein Financial, LLC (“Brein Financial”). Brein Wealth Management and Brein Financial are affiliated companies. Brein Wealth Management and Brein Financial are not affiliated or endorsed by any government agencies.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Joshua Brein, of Brein Wealth Management, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Exclusive rights to this website and all material within this website belongs to Brein Wealth Management, LLC, unauthorized use or duplication of this material is prohibited. Copyright Brein Wealth Management, LLC and Joshua P. Brein 2016.

Pin It on Pinterest