brendansheehan57 days ago1 minA Pep Talk About Today's MarketIn spite of mostly better-than-expected corporate earnings in Q1, the market just doesn’t seem to be paying attention.
brendansheehan5May 139 minTips for Buying a Car in 2022In this video, Brendan shares tips about getting the most for your trade-in and coming out with a good deal on a new car.
brendansheehan5Apr 297 minPlaying Offense Instead of Defense: Series I BondsLearn about the benefits and drawbacks of Series I Bonds which are issued through the US government.
brendansheehan5Apr 156 minThe Fed, Inflation, and Economics 101The Fed recently increased interest rates to combat rising inflation. But how exactly does that work?
brendansheehan5Mar 184 min2022 Tax Law Changes There were only a few major tax law changes for 2022, but there’s a good chance you may be affected by them.
brendansheehan5Mar 48 minDemystifying Required Minimum Distributions (RMDs)Brendan demystifies the tables for calculating RMDs and answers common questions about retirement account distributions.
brendansheehan5Jan 217 minCutting Expenses in 2022? Think About “Cutting the Cord”Does cutting the cord on traditional cable really save money? Brendan goes over the cost savings, pros and cons, and explores some options.
brendansheehan5Jan 76 minHot Stock Tips: Our Least Favorite TopicBrendan shares cardinal rules of playing the stock market plus where to look for public information that might gain you some insights.
brendansheehan5Dec 17, 20216 minCoffee with Brendan: Market VolatilityLooking at the history of market ups and downs illustrates the normalcy of market volatility.
brendansheehan5Dec 3, 20216 minWhat if You Could Save On Taxes AND Do Good?In this video, Brendan shares the basics about donor-advised funds: how they’re structured, the tax benefits, and a good way to set them up.
brendansheehan5Nov 4, 20215 minWhat to Do With Your Inheritance or BonusHave an inheritance or bonus on the way? In this ep of Coffee with Brendan, he encourages you to think twice before deciding what to do.
brendansheehan5Oct 29, 20215 minShould You Worry About Inflation?Hear Brendan's take on the state of inflation, concerns arising for clients, and how you should handle your portfolio.
brendansheehan5Oct 13, 20215 minProposed Tax Policy Revisions: What You Need to KnowBrendan shares a client story about proposed tax policy revisions and what you need to know looking ahead to 2022.