Archive for category: Brad Rosley Blog

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Achieving Financial Independence, Brad Rosley Blog, Goals-Based Planning

Why I Became a Financial Advisor

I became a financial advisor because I love to help people reach their financial goals and dreams. Most people really do not know where they stand relative to their most important financial goals. For instance: When can you afford to…

Balanced Living, Brad Rosley Blog, Post-Retirement Planning

Leading By Example

My wife, Soni, and I pulled the trigger and bought a second home in Naples this past December. Just last week I was invited to play golf with a client that flew down from O'Hare and his threesome in Naples. We had a great time. He wondered…

Rosy 2021 for stocks

Brad Rosley Blog

Stock Market Sentiment for 2021

Why I have optimism for 2021. Not so sure about post-2021.

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Brad Rosley Blog

Generational Money Investing

If you are retired and taken a close look at your investments and your income needs you may find you have more money than you will ever spend. If you don't know if your retirement money will be enough for you then we should meet and discuss…