| 9/30/2022 |
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Smart Plan or Bad Idea?
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| 03/30/22 |
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Bond Buying in a Rising Rate Environment
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| 02/06/22 |
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They have all sorts of advantages for those worried about rising prices. One caveat: There is no secondary market.
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| 08/11/21 |
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Bond Buying in a Rising Rate Environment
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| 04/01/21 |
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Early Retirement Planning Tip: Take Advantage of Lower Tax Brackets
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| 5/19/20 |
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Lump-Sum or Monthly Pension
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| 4/14/20 |
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| 9/26/19 |
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| 6/8/18 |
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Treasury Inflation Protected Securities (TIPS) are bonds issued by the U.S. Treasury.
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| 3/12/18 |
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Investing in the stock market may seem stressful at times but all markets (either up or down) provide opportunities for the investor to celebrate.
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| 1/4/19 |
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| 7/18/18 |
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Investment-grade bonds aren't the slam dunk safe investment that they once were -- and for this, we can thank the current interest-rate environment.
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| 6/8/18 |
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I get a lot of prospective clients that have never looked at and/or don’t know where to find the expenses associated with their investments.
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| 12/04/17 |
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Besides being an All-Star catcher for the NY Yankees, Yogi Berra was also notorious for his funny quotes known as Yogi-isms.
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| 10/31/17 |
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Early retirees in their late 50’s or early 60’s must determine the most tax efficient way to fund their retirement.
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| 09/11/17 |
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Converting a Traditional IRA to a Roth IRA can be very advantageous for a lot of investors.
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| 06/28/17 |
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See my comments (highlighted) on how a Health Savings Account (HSA) can be a super IRA for retirement.
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| 06/28/17 |
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An article I wrote for the PICPA blog on the importance of having a will.
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| 03/08/17 |
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I was asked to provide some investments that would provide a hedge against inflation. The article was also picked up by NASDAQ.
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| 06/08/16 |
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An article I wrote about the importance of periodically tuning up your portfolio. This was published in the PICPA's online blog: CPA NOW
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| 05/31/16 |
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This is an article I wrote for the Pennsylvania CPA Journal.
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| 01/14/16 |
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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.
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| 10/26/15 |
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See my comments on how to take advantage of a Roth IRA even if your income prohibits direct contributions.
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| 08/01/15 |
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I was interviewed for this article concerning best ways to save for retirement. Double click on the e-magazine to see the article.
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| 06/30/15 |
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An article I wrote specifically for young investors.
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| 06/23/15 |
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I wrote an article showing an easy way to calculate your return on a fixed income annuity.
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| 04/19/15 |
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I was interviewed by Kiplinger's for an article about investing when stocks look expensive.
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| 02/25/15 |
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Exploring the value of stock market prognosticators. An article I wrote for LinkedIn Pulse.
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| 01/10/15 |
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My contribution to another US News article about retirement.
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| 12/01/14 |
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My contribution to a US News and World Report article about retirement savings - often overlooked by high income earners is the "backdoor" Roth IRA. |
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| 11/12/14 |
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I was asked to comment on how a family is budgeting for their current and future expenses.
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| 10/24/14 |
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My contribution to this US News Article.
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| 10/07/14 |
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This is an article I wrote for Mindful Money about how stock market crashes benefit younger investors.
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| 09/03/14 |
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WSJ article about Small Cap stocks that I was interviewed for.
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| 09/02/14 |
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LinkedIn Pulse article I wrote.
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| 07/31/14 |
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Article I wrote for LinkedIn Pulse.
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| 05/07/14 |
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This is an article I wrote for the Lehigh Valley Business Journal about the benefits of financial education.
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| 04/15/14 |
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This is an article I wrote for the National Association of Personal Financial Advisors "Planning Perspectives" Newsletter.
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| 01/21/14 |
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TV interview I did at WFMZ TV
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| 11/06/13 |
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Tips I provided for the PICPA electronic newsletter.
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| 09/18/13 |
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This is an article that I co-authored with another NAPFA planner.
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| 08/01/13 |
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I was interviewed for this article that appeared in Financial Planning Magazine.
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| 04/27/13 |
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The Eastern PA Business Journal asked me to write an article for Financial Literacy Month
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| 12/31/12 |
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I was interviewed for this article about market timing.
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| 11/05/12 |
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This is an article I wrote for NAPFA Planning Perspectives, it was also published by Mindful Money Magazine.
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| 09/29/12 |
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Kevin was asked to contribute some tips on preparing your tax return for this book.
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| 08/18/12 |
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Click to see Kevin's Money Doctor Answers. His answers can also be found on the AICPA's 360 Degrees of Financial Literacy website.
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| 07/17/12 |
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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...
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| 03/07/12 |
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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.
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| 02/01/12 |
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My thoughts about "Target Date" Funds appear a couple of times throughout this Financial Planning Magazine article.
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| 11/02/11 |
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I wrote this article for the National Association of Personal Financial Advisors (NAPFA)Planning Perspectives quarterly Newsletter.
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| 09/28/11 |
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I was interviewed extensively for this article that was also published on Fox Business, Yahoo Finance and Bankrate.com
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| 09/27/11 |
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Kevin was asked to comment on investment in REITs to the Las Vegas Review Journal
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| 06/09/11 |
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Kevin's Motley Fool article on portfolio rebalancing was used as a reference source for this article.
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| 02/07/11 |
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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.
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| 12/15/10 |
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I wrote an article about Exchange Traded Funds (ETFs) that appeared in the August edition of the PICPA Connection Newsletter.
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| 12/15/10 |
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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 |
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| 11/23/10 |
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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.
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| 11/22/10 |
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Kevin wrote a short chapter on "Investing to Supplement Income Needs". Click the link to read his tips.
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| 11/21/10 |
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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."
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| 05/01/10 |
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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.
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| 12/22/09 |
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Kevin's answers to reader's emails were published in this article
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| 12/21/09 |
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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.
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| 10/22/09 |
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...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...
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| 10/21/09 |
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...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.
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| 03/22/09 |
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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.
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