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David Brinkman

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Financial Boot Camp Series: Maximizing Gifting and Charitable Impacts

By David Brinkman, CFA, CPA, CFP®, CPFA When working with individuals and families that are on track with their overall financial plan and wanting

Financial Boot Camp Series: Is Your Estate in Proper Order?

Estate planning is the process of identifying one’s assets and providing clear instruction for who receives what assets, when they receive it, and

Financial Boot Camp Series: Asset Location

Successful investors are always looking for opportunities to improve their investment performance, reduce taxes, and increase their net worth. Asset allocation

Financial Boot Camp Series: Behavioral Investing Challenges

Human emotion has been shown to be the Achilles Heel of most investors as Charles Munger, long-time partner of Warren Buffet, once said, “A lot of

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Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted

The Stages of Wealth - Wealth Creation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. In our May article, we laid out some basic personal

The Stages of Wealth

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Although everyone’s situation is different,

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Financial Fitness: Setting SMART Goals

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Happy New Year! As the calendar flips and a New

Financial Fitness

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. It can be hard to differentiate between financial

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