Brad Sherman
Brad Sherman is a financial advisor and the founder and president of Sherman Wealth Management, LLC , an independent, fee-only, boutique Registered Investment Advisor that makes financial planning accessible, whether clients are just starting out or well on their way to financial independence. Co-host of the Launch Financial podcast, Brad is a frequent speaker and a regular contributor to Millennial Magazine and other financial publications and websites. Before founding Sherman Wealth Management, Brad built customized investment models for Equity Planning, a boutique financial planning firm; was a successful VP of Residential Mortgage at Nationwide Mortgage Services; and was the Capital Markets and Sales Manager at First Madison Mortgage, contributing to First Madison's inclusion in Inc. Magazine's 5000 Fastest Growing Companies List in 2006. Brad has a B.S. in International Economics from the University of Wisconsin-Madison, a Masters in Finance from American University's Kogod School of Business, and a special interest – and expertise - in Behavioral Finance. Please visit our website for disclosures.
Articles by Brad Sherman
- Money & Life
Most Families Still Underuse Their 529 Plan
So let’s take a deeper dive into some 529 plans and how the recent legislation has improved qualified expenses.
- Money & Life
Why Your 20s and 30s Are the Most Important Years for Retirement—and How Waiting Could Cost You Hundreds of Thousands
The way retirement contributions work means that starting early isn’t just beneficial, but it’s structurally different from catching up later.
- Money & Life
Fall Financial Checklist: 7 Smart Steps To Get Ahead Before the Holidays Hit
So, lets jump into our September financial checklist to help you stay on track and finish the year strong.
- Money & Life
Want To Build Wealth Passively? Time + Compound Interest = Results
There’s one secret to long-term wealth that makes starting early one of the smartest moves you can make: compound interest.
- Money & Life
Forget the Rules: Why Your Emergency Fund Shouldn’t Look Like Anyone Else’s
Your financial situation, risk tolerance, and family needs will determine what works best for you. #savings #investor
- Money & Life
Fresh Start: Your Financial Spring Cleaning Game Plan
Whether you’re wrapping up tax season or simply looking for a mid-year reset, this month offers the ideal opportunity to tidy up your financial life
- Money & Life
How Financial Literacy Can Transform Your Confidence This April
Financial literacy isn’t just about knowing how to budget or invest it’s about building confidence in managing your money and feeling empowered
- Money & Life
Lost Money? The Hidden Cost of Neglecting Old 401(k)s & Scattered Accounts
Financial consolidation isn’t just about reducing the number of accounts you have—it’s about improving efficiency, lowering costs.
- Money & Life
Why Your Emergency Fund Needs to Be Personalized
A good place to start when establishing your emergency fund goal is assessing your overall financial picture. #finance #savings
- Opinion
Wealth Building for HENRYs: Strategies for Saving and Growth
et’s explore how HENRYs can leverage their financial situation to secure a promising financial future. #wealth #finance
- Opinion
How To Determine Your Debt Tolerance
Debt can be a helpful tool in achieving your dreams and even building wealth, but it’s important to know how much you can comfortably handle.
- Opinion
Why the Average 40-Year Old Has a 676 Credit Score
Credit score is an essential part of your financial life, setting you up for success in the long-term. #credit #creditscore #finance
- Opinion
Attention Robinhood Power Users: Most Day Traders Lose Money
Professionals are turning their sights on retail day traders, warning that the same poor results apply to them as well. #stocks
- Opinion
The Biggest Money Mistakes People Make in a Recession
Avoiding any of these mistakes will make your economic troubles a little less painful and the eventual recovery a little more robust.
- Opinion
The Importance of Financial Literacy
It was recently announced that the state of South Carolina was pushing to pass a bill that would require all high school students to take a course on financial literacy in order to graduate.
- Opinion
The Big Problem with Buy Low, Sell High Advice
It’s easy for a pundit on TV or a finance blogger to talk about the simplicity of investing.
- Opinion
Preserver, Accumulator, Follower, Independent: Which Investor Personality Are You?
According to many studies, our different personality traits and preferences, along with a range of emotional and mental behavioral biases, have a strong impact on the way we invest.
- Opinion
The Top Reasons Why Actively Managed Funds Underperform
Trying to pick individual stocks is a losing game, and this doesn’t just apply to individual investors.
- Opinion
Straight Talk about Volatility and Compound Interest – the Snowball Effect
Compound interest is, simply put, the interest you earn on the sum of both your initial investment and the interest that investment has already earned.
- Opinion
Millennials – Time to Wake Up and Smell the Stock Market
Last week, as things were heating up a bit, Cullen Roche tweeted “The stock market is the only market where things go on sale
- Opinion
The Psychology of Investing: What's Your Investor Personality?
When it comes to money and investing, there are many factors that contribute to the “how” and “why” of important decisions.
