News

09/11/17
Converting a Traditional IRA to a Roth IRA can be very advantageous for a lot of investors.
06/28/17
See my comments (highlighted) on how a Health Savings Account (HSA) can be a super IRA for retirement.
06/28/17
Your Will: Don't Leave This World Without One
Pennsylvania Institute of CPAs: CPA Now
An article I wrote for the PICPA blog on the importance of having a will.
03/08/17
Kiplinger - Investors - Inflation Proof Your Assets
Kiplinger Personal Finance and NASDAQ
I was asked to provide some investments that would provide a hedge against inflation. The article was also picked up by NASDAQ.
06/08/16
Don't Tune Out, Tune Up
Pennsylvania Institute of CPAs - CPA Now
An article I wrote about the importance of periodically tuning up your portfolio. This was published in the PICPA's online blog: CPA NOW
05/31/16
This is an article I wrote for the Pennsylvania CPA Journal.
01/14/16
I was interviewed about using life insurance as an "investment". Unfortunately, it takes years of paying high premiums to realize a decent dividend return on your policy.
10/26/15
See my comments on how to take advantage of a Roth IRA even if your income prohibits direct contributions.
08/01/15
I was interviewed for this article concerning best ways to save for retirement. Double click on the e-magazine to see the article.
06/30/15
An article I wrote specifically for young investors.
06/23/15
I wrote an article showing an easy way to calculate your return on a fixed income annuity.
04/19/15
I was interviewed by Kiplinger's for an article about investing when stocks look expensive.
02/25/15
Exploring the value of stock market prognosticators. An article I wrote for LinkedIn Pulse.
01/10/15
7 Ways to Jump-Start Your Retirement
US News and World Report
My contribution to another US News article about retirement.
12/01/14
How to Max Out Your Retirement Accounts
US News and World Report
My contribution to a US News and World Report article about retirement savings - often overlooked by high income earners is the "backdoor" Roth IRA.
11/12/14
I was asked to comment on how a family is budgeting for their current and future expenses.
10/24/14
My contribution to this US News Article.
10/07/14
This is an article I wrote for Mindful Money about how stock market crashes benefit younger investors.
09/03/14
WSJ article about Small Cap stocks that I was interviewed for.
09/02/14
LinkedIn Pulse article I wrote.
07/31/14
Article I wrote for LinkedIn Pulse.
05/07/14
Better Education Will Help Thwart Debt Crises
Eastern Pennsylvania Business Journal
This is an article I wrote for the Lehigh Valley Business Journal about the benefits of financial education.
04/15/14
Peel Back the Risk Onion
NAPFA Planning Perspectives
This is an article I wrote for the National Association of Personal Financial Advisors "Planning Perspectives" Newsletter.
01/21/14
TV interview I did at WFMZ TV
11/06/13
PICPA: Advice from CPAs
Pennsylvania Institute of CPAs
Tips I provided for the PICPA electronic newsletter.
09/18/13
Bonds and Interest Rate Risk
NAPFA Planning Perspectives
This is an article that I co-authored with another NAPFA planner.
08/01/13
Sweet Spot in Dividend Growth
Financial Planning
I was interviewed for this article that appeared in Financial Planning Magazine.
04/27/13
Teaching Healthy Financial Habits to Employees Improves Productivity
Eastern PA Business Journal and Lehigh Valley Business
The Eastern PA Business Journal asked me to write an article for Financial Literacy Month
12/31/12
New Year, New investments
Saturday Evening Post
I was interviewed for this article about market timing.
11/05/12
Want Better Returns? Tune Out the Noise
NAPFA and Mindful Money Magazine
This is an article I wrote for NAPFA Planning Perspectives, it was also published by Mindful Money Magazine.
09/29/12
Kevin was asked to contribute some tips on preparing your tax return for this book.
08/18/12
Click to see Kevin's Money Doctor Answers. His answers can also be found on the AICPA's 360 Degrees of Financial Literacy website.
07/17/12
Know When It's Time to Part With a Stock
Kiplinger's Retirement Report
Many experts suggest that you rebalance every year, but there are times to undertake an "opportunistic rebalancing", says Kevin Brosious, a certified financial planner in Allentown, Pa...
03/07/12
Is Home Where the Head Is?
Financial Advisor Magazine
Kevin Brosious, the president of Wealth Management Inc., says that when he looks around his city, he thinks it’s a good time to buy. “You have to live somewhere,” says Brosious. “You have to compare the housing cost to what it’s going to cost....see the highlighted text in the attached for Kevin's full comments.
02/01/12
A Moving Target?
Financial Planning Magazine
My thoughts about "Target Date" Funds appear a couple of times throughout this Financial Planning Magazine article.
11/02/11
I wrote this article for the National Association of Personal Financial Advisors (NAPFA)Planning Perspectives quarterly Newsletter.
09/28/11
I was interviewed extensively for this article that was also published on Fox Business, Yahoo Finance and Bankrate.com
09/27/11
Real Estate Rx
Las Vegas Review Journal
Kevin was asked to comment on investment in REITs to the Las Vegas Review Journal
06/09/11
Kevin's Motley Fool article on portfolio rebalancing was used as a reference source for this article.
02/07/11
Stock Market hits 12,000; What's next?
Eastern Pennsylvania Business Journal
Kevin Brosious, MBA, CPA/PFS, CFP, president of Wealth Management in Upper Macungie Township, agreed that investors are paying attention to the good data that is being reported and discounting the negatives.
12/15/10
I wrote an article about Exchange Traded Funds (ETFs) that appeared in the August edition of the PICPA Connection Newsletter.
12/15/10
October 2010: Rebalance and Win.
The Motley Fool, MSN, The Today Show
I wrote an article for the Motley Fool about the importance of rebalancing your portfolio at least annually. In addition to being published on the Motley Fool website, the article was also picked up by TodayShow.com and MSNBC.com
11/23/10
Consider Converting to a Roth
US News and World Report
Experts recommend that younger investors have the cash on hand outside their retirement accounts to cover the anticipated tax so they can avoid the penalty. "If you have to pay the tax from the IRA you are going to convert," says Kevin Brosious, a certified financial planner and president of Wealth Management Inc. in Allentown, Pa., then "it usually doesn't make sense" to make the change.
11/22/10
Kevin wrote a short chapter on "Investing to Supplement Income Needs". Click the link to read his tips.
11/21/10
See-saw stock market won't stabilize anytime soon
Eastern Pennsylvania Business Journal
Kevin Brosious, CPA/PFS, CFP, president of Wealth Management, Inc in South Whitehall Township, said the volatility that's characterized the market of late won't stop until "we see strong indication that the economy is improving."
05/01/10
Stock Market Volatility
Eastern Pennsylvania Business Journal
Kevin Brosious, president of Wealth Management, Inc in South Whitehall Twp and an adjunct professor at DeSales, said he also expects some challenges, especially in the near future.
12/22/09
Kevin Answers Questions from Readers
The Christian Science Monitor
Kevin's answers to reader's emails were published in this article
12/21/09
Building a Sound Portfolio
Fox Business and The Boston Globe
I was interviewed extensively for this article concerning portfolio construction. The article originally was published by Bankrate.com, reprinted for Yahoo Finance and The Boston Globe. Then picked up by Fox Business and the NY Daily News. I contributed 3 model portfolios for this article. You can find them by clicking the link.
10/22/09
...Get rid of expensive investments and replace them with low-cost index funds or exchange-traded funds, which can easily cut your investment fees by 1percent. On a...
10/21/09
Seeking Shelter, Literally
Wall Street Journal
...Still, even those financial advisors who recommend the category are quick to offer caveats. Kevin Brosious, president of Wealth Management, Inc. in Allentown, Pa, notes that real estate funds carry a higher "beta," a measure of market risk or volatility, than the S&P 500. The funds' beta is usually about 1.5, he says, while the broader market has a beta of one. "Over the past year or so, this has absolutely been true of real estate funds," he says.
03/22/09
Accounts with beneficiary designations - such as IRAs, 401(k)s, insurance policies and annuities aren't governed by your will, says Allentown, Pa investment advisor Kevin Brosious. So even if you wrote an ex out of your will eons ago, he or she would still get, say, your IRA if you never changed its beneficiary.