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About Dave Bruck

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So far Dave Bruck has created 17 blog entries.

Tim Begley

2021-05-11T05:22:26+00:00

Tim Begley, CFP® PORTFOLIO MANAGER Tim is a Portfolio Manager and works with Formidable’s clients to build long-term, individualized financial plans. Tim is a Certified Financial Planner who views his clients’ financial pictures on a case-by-case basis, working to understand their preferences, their risk tolerance and goals, and then creating a personalized, strategic [...]

Tim Begley2021-05-11T05:22:26+00:00

Hank Brightwell

2021-05-11T05:18:57+00:00

Hank Brightwell SR. PORTFOLIO MANAGER Hank is a Senior Portfolio Manager with 27 years of experience in the financial management business. He takes a comprehensive approach to wealth management, beginning with in-depth planning that takes a broad view of his client’s financial picture. That includes trust and estate planning, and meeting with [...]

Hank Brightwell2021-05-11T05:18:57+00:00

Tom Moore

2020-08-18T21:18:54+00:00

Tom Moore Chief Technology Officer Tom is the Chief Technology Officer of Formidable Asset Management, and long-time friend of Will Brown. He has over 25 years of experience in business strategy, technology, and cybersecurity leadership having put in a decade in “Big 5” management consulting, before taking a leadership role with a Fortune [...]

Tom Moore2020-08-18T21:18:54+00:00

Young Professionals

2020-05-07T14:28:29+00:00

COMPREHENSIVE INVESTING Young Professionals While most of us live a day-to-day lifestyle, retirement planning should be a top priority, no matter how old you are. The more you can save for retirement, the better your chances of retiring comfortably. So here are a few things to look for as you get started. Set [...]

Young Professionals2020-05-07T14:28:29+00:00

Couples

2020-05-07T14:28:29+00:00

COMPREHENSIVE INVESTING Couples While most of us live a day-to-day lifestyle, retirement planning should be a top priority, no matter how old you are. The more you can save for retirement, the better your chances of retiring comfortably. So here are a few things to look for as you get started. Set retirement [...]

Couples2020-05-07T14:28:29+00:00

Family Planning

2020-05-07T14:28:29+00:00

COMPREHENSIVE INVESTING Family Planning Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand--from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place--that someday they will be grown, [...]

Family Planning2020-05-07T14:28:29+00:00

Retirement Planning

2019-01-15T23:42:33+00:00

COMPREHENSIVE INVESTING Retirement Planning While most of us live a day-to-day lifestyle, retirement planning should be a top priority, no matter how old you are. The more you can save for retirement, the better your chances of retiring comfortably. So here are a few things to look for as you get started. Set [...]

Retirement Planning2019-01-15T23:42:33+00:00