Brad Martin - Managing Director

Brad Martin - Managing Director One of the country's oldest and largest financial planning firms serving the needs of everyday people Setting goals is the first step towards achieving them.

Whether it’s saving for retirement, planning your income, leaving a legacy or transitioning your business; you must first clearly identify what it is you’re trying to accomplish. With over a quarter century’s experience as a financial advisor, I’ve developed a collaborative process that allows our team to best serve you while helping you realize your financial dreams. Our model aims to help you to

eliminate the stress and anxiety that comes with planning for your future while we deliver sound guidance along the way. We’ll help you make informed decisions using straightforward and transparent strategies designed to help you grow, protect and preserve what you’ve worked so hard to build, all while adhering to the three core pillars of my investment philosophy: Cost Efficiency, Risk Mitigation and Upside Retention/Enhancement. Whether articulating strategy, making necessary adjustments, or adapting to ever-evolving circumstances, our mission is to help you clearly identify your goals and establish a path to help get you there. For disclosures and licensing information: https://www.brad-martin.com/licensing
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09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

08/18/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

08/11/2026

Trump Accounts are here and they offer some significant advantages. For young parents, they can be a great way to kick-start their children's nest egg. Here's how.

08/10/2026

Last week, U.S. stocks moved higher, supported by easing concerns around interest rates, encouraging corporate earnings, and improving sentiment around global trade and energy supply. Economic data pointed to a moderating labor market, while lower oil prices helped ease inflation concerns. Read this week’s market perspective to learn more.

08/04/2026

Millions of adult children face agonizing decisions when their parents can no longer care for themselves.

08/03/2026

Last week, U.S. equity markets posted modest gains despite ongoing volatility, while bond markets reflected uncertainty around inflation and interest rates. Economic data suggested growth may be slowing, with softer consumer sentiment and signs of moderating demand. Check out this week’s market perspective for additional market insights and analysis.

07/28/2026

Despite plenty of tailwinds, some investors still see causes for concern.

07/28/2026

Markets moved lower last week as Middle East tensions weighed on sentiment. The S&P 500 fell 0.6%, while rising oil prices stoked inflation concerns, pushing Treasury yields higher and causing investors to reassess expectations for near-term Fed rate cuts despite resilient economic data and solid earnings. Dive into this week’s market perspective for more analysis and key takeaways.

07/21/2026

Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.

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