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About Dave Bruck

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So far Dave Bruck has created 30 blog entries.

Tom Moore

2024-07-31T15:36:57+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 Moore2024-07-31T15:36:57+00:00

Commentary May 11, 2020

2020-07-08T19:21:10+00:00

One (of many) things I’ve learned from the compulsory homeschooling forced upon us by the quarantine is that homeschooling is difficult. Setting aside the environmental and psychological aspects (the role of “parent/teacher” is wildly unpopular in our house for all parties) some subjects, such as English, are quite challenging.

Commentary May 11, 20202020-07-08T19:21:10+00:00

Ten Recent Changes That Could Help You in 2020

2020-07-08T19:21:10+00:00

News is coming fast and furious these days—so much so, it’s difficult to remember the morning news in the evening (much less what happened yesterday or last week). Day-to-day planning has taken priority over long-term financial planning, and it’s getting easier to lose sight of the forest through the trees.

Ten Recent Changes That Could Help You in 20202020-07-08T19:21:10+00:00

Q1 2020 Commentary April 6, 2020

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

Lost among the shocking headlines we saw last quarter was the passing of country music legend Kenny Rogers. For those of a younger generation, he wasn’t just the man who made “a pretty strong bird” on a legendary Seinfeld episode. I remember my grandparents listening to his albums on the record player when I was little. One of my friends owned this thing, which played The Gambler, and was used any time someone at our weekly poker game was taking too long to make a decision (I may need one of these for my office).

Q1 2020 Commentary April 6, 20202020-05-07T14:28:28+00:00

Flu Communique March 30, 2020

2020-05-12T16:32:41+00:00

With the caveat that our background is in investments, not epidemiology, we wanted to share a little historical perspective on prior market reactions to pandemics as well as provide some perspective on what is happening currently.

Flu Communique March 30, 20202020-05-12T16:32:41+00:00

Update March 20, 2020

2020-05-12T16:30:12+00:00

The markets remain volatile—slightly up one day, down the next, rinse, wash repeat—and frankly, we expect this to continue until news surrounding the Coronavirus stabilizes. There are many predictions and opinions about when that could happen, but we are not virologists or pandemic experts. We do believe with more testing will come more cases which means to us, any true normalcy in the markets and life, is probably at least a few weeks away.

Update March 20, 20202020-05-12T16:30:12+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