Brian Walsh - Financial Advisor

01/26/2022

We are making the process of developing a financial plan easier than ever. Scan the QR code below to you begin your journey!

No two people are the same and our advisors know this better than most. Our deep financial knowledge and broad life experience informs our every decision, with only one goal in mind: your ideal future. 

03/25/2021

I sat down with Authority Magazine for a Q&A discussing my path to becoming a financial advisor and the top five things people should look for when choosing a financial professional to work with.

Check it out! https://medium.com/authority-magazine/brian-walsh-jr-of-walsh-nicholson-financial-group-5-things-to-look-for-when-hiring-a-financial-p-f2feb734e924

Find out their “team structure.” Find out if the advisor you first sit down with will primarily be the one overseeing your accounts or if…

03/24/2021

The 2020 tax deadline was pushed to May 17th. Now is a great time to make sure you have your financial information in place to make the most out of tax season. Message me with any questions or set up a virtual meeting.

02/23/2021

The equity markets have cooled off a bit over the last week as interest rates have risen slightly and inflation seems to be picking up. Equity markets were looking for an excuse to cool off a bit and they finally have one here. Keep in mind, pullbacks are an extremely normal part of investing and the back drop is still strong for equity markets in 2021.

01/26/2021

The Covid-19 pandemic continues to underscore the importance of financial planning. I outlined why having a three-bucket strategy to weather short-term market volatility could be one of the most valuable lessons for investors moving forward.

Read more about this approach in The Wall Street Journal: https://www.wsj.com/articles/15-personal-finance-lessons-we-can-all-learn-from-the-year-of-covid-19-11611493201

The Wall Street Journal

Among them: You really do have to plan for emergencies, and your personal-finance decisions don’t exist in a vacuum.

12/08/2020

I am proud to be at the forefront of Environmental, Social, Governance (ESG) investing. We are in the beginning stages of the largest generational wealth transfer in history. As younger generations own this wealth they will re-invest those windfalls into stocks and funds that emphasize ESG metrics. It is very early innings for ESG. Message me to learn more.

11/04/2020

If you suddenly found yourself out of work due to COVID-19, now is the best time to work with a Financial Planner to assess your retirement readiness. Check out my latest thoughts below.

The pandemic has hit older workers especially hard. Ways to prepare, plus strategies older workers can consider to stay afloat if they lose their job.

10/29/2020

Do you have questions on how the election may impact your 401(k) or other investments? You can read my latest thoughts in this article by MONEY.

Stick to your investing plan.

10/20/2020

The utilities sector is outperforming the broader markets right now, and for good reason. Check out my latest thoughts in this Bloomberg article. Bloomberg

Move over, tech. Utilities are reclaiming their all-weather defensive role in the stock market.

10/15/2020

“The initial round of stimulus is running low and we are seeing the effects of that right now. You are seeing furloughs turn into full unemployment numbers,” said Brian Walsh Jr., senior financial adviser at Walsh & Nicholson Financial Group."

U.S. stocks dropped on Thursday as an unexpected rise in weekly jobless claims compounded fears of a stalling economic recovery, against the backdrop of dimming hopes for more fiscal aid before the election.

10/13/2020

Are you saving for retirement or other type of goal? I was fortunate enough to contribute to this article by Bankrate.com on steps you can take to reach that milestone.

If you’re looking for help in becoming a better saver, here are six tips on how to set savings goals.

09/30/2020

Do you think it's too late to plan or save for retirement? Think again. Retirement is expense driven, not asset driven. Read my most recent thoughts in this CNBC article.

Sometimes life gets in the way of your long-term goals, like saving for retirement. You can still take some steps to secure your future.