About Patrick Brewer, CFA, CPA

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So far Patrick Brewer, CFA, CPA has created 14 blog entries.

The Power of Goal-Based Investing

Investing is not something that comes naturally to people. It’s risky and challenging, especially since most can’t even answer the question as to why they are investing in the first place. Hence why goal based investing is very important Goal-based investing helps you streamline the process and get your priorities straight. It offers a structured [...]

By | August 14th, 2017|Investing|

The Secrets to Saving for College & The 529 Plan

Many people associate financing a college education with a complex web of savings strategies. Saving for college can be particularly tricky because each family has its own set of financial priorities and trade-offs. Are your children planning on attending a public or private school? Are they looking for a four-year or two-year college? Regardless of [...]

By | August 7th, 2017|Investing|

DIY Investing Pitfalls

Managing investments (DIY Investing) on your own can seem like a good idea, especially if you don’t want to spend money on financial advice from a professional. After all, how difficult could it be? You read a few financial news articles, monitor market prognosis and subscribe to the feed of several reputable analysts and market [...]

By | August 2nd, 2017|Investing|

How Do Investments Affect Taxes : SurePath Wealth

One universal truth of investing is that there is always some degree of risk. However, it’s not just your principal at risk; any gains or losses that you may incur on an asset could also directly affect your taxes. The usual question asked is "How Do Investments Affect Taxes." Tax implications should be a substantial [...]

By | August 2nd, 2017|Investing|

Budgeting Backwards – How to Never Budget Again

Financial planning is one area in which most people could use some guidance from a trustworthy and qualified professional. Over 2/3 of Americans fail to keep a regular budget and resort to credit cards more often than they should. But why is keeping a budget so easy on paper and so hard in reality? Is [...]

By | June 27th, 2017|Financial News|

Financial Advice for Residents, Physicians

The financial decisions you make as a pre-med or medical student have a direct impact on your career and life in general. Taking the right steps to be financially smart now will benefit you in the long-term and there a quite a few considerations you should be making. Many people are aware that it takes [...]

By | June 27th, 2017|Financial News|

Backdoor Roth IRA Guide, Rules, Steps

You’ve probably heard of a retirement planning strategy known to many as the “Back-Door Roth.” But how is it different than the traditional IRA and what are the benefits? When the income limits on Roth conversions were removed in 2010, higher-income individuals who are not eligible to make a Roth IRA contribution were allowed to [...]

By | June 12th, 2017|Investing|

How Can Long Term Care Insurance Help Protect Your Assets?

Many working individuals don’t stop to consider how Long-Term Care insurance (LTCi) can buy future financial security. We buy auto, home, and life insurance, even pet insurance, with very little chance of using them during our lifetime, yet we’re glad we had them when catastrophe strikes. It’s much harder to imagine oneself unable to brush [...]

By | May 30th, 2017|Investing|

Refinancing Student Loans – The Big Move For Physicians

The typical medical school debt balance for 2015 graduates amounted to about $183,000, according to the Association of American Medical Colleges. What’s more, a third of graduates also had to deal with the debt they had accumulated during their undergraduate studies, with an average balance of $24,000. To make matters worse - the ever-increasing costs [...]

By | May 28th, 2017|Investing|

The Smart Way to Diversify Your Investment Portfolio

The concept of Diversification is relatively straightforward - it involves spreading your money across different kinds of investments (or asset classes) to balance out the highs and lows in the market. This all sounds great, but how do you decide between the multitude of investments that are available to you to hold? Unfortunately, there is [...]

By | May 25th, 2017|Investing|