Brad Fortier’s Blog

I AM HONORED

Wednesday, August 18th, 2021

I’m honored that my little book of meditations to my daughter, Kate, made it on such a distinguished list of books. This honor is very humbling because I have a deep appreciation for the books and authors on this list. Thank you, Think Advisor and Bryce Sanders, for including “Dear Kate: Reflections on Risk and Reward After the Storm” on your list.

VIDEO: Important 2018 End of the Year Update

Friday, December 21st, 2018

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are[…] Read More

Is College Worth The Cost, Part II

Wednesday, April 9th, 2014

              “The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane.”  – Marcus Aurelius  In our last note we asked the question “is college worth the cost?”  For some context let’s attempt to explore[…] Read More

Is college worth the cost?

Wednesday, February 19th, 2014

“If you judge a fish by its ability to climb a tree it will live its entire life believing that it is stupid.”  – Albert Einstein As social animals we’re heavily invested in the sustainability of certain narratives, even if perpetuating them raises significant risks.  In this note I’m going to openly challenge one of the[…] Read More

Startled By Silence

Tuesday, October 15th, 2013

Have you ever experienced a heightened sense of awareness due to the sudden presence of silence? We tend to think of startling noises as the attention getters in our lives, but have you ever been startled by silence?  I don’t know about you, but there is an internal clock inside of me that always awakens[…] Read More

Are we just puppets…

Tuesday, August 20th, 2013

in a centrally managed play or can we control our own strings? Consider for a second that even the most detached members of society still vote.  They might not appear at the polls, but they participate in a perpetual election that is of far greater relevance then the ones we dramatically follow on TV. The[…] Read More

Brad’s Financial Advice for Young Families

Tuesday, July 30th, 2013

I’ve spent the past 17 years giving financial advice to investors across the country grow and protect their hard earned wealth. Such an enormous responsibility is challenging enough in normal economic times. Today it often feels like an impossible task. Markets have become increasingly more volatile, economies more fragile, and governmental intervention in both have become more[…] Read More

Risk managing a portfolio with markets near all time highs

Wednesday, February 13th, 2013

Several weeks ago I was asked to join the steering committee for the Louisiana Chapter of the Fix the Debt campaign.  The purpose of this campaign is to raise awareness for our need as a society to tackle one of our most pressing social challenges – out of control spending.  As we contemplate the ramifications[…] Read More

Brad & Mayor Landrieu Partner to Fix the Debt

Wednesday, January 23rd, 2013

I was recently asked to participate on the Louisiana Fix the Debt Steering Committee.  I am honored to have been asked to join a group of fellow concerned citizens to openly confront one of the most important challenges of our time.  There are two reasons why I chose to dedicate my time to such a[…] Read More

Advice from the Cheshire Cat

Thursday, August 16th, 2012

With my daughter, I have had the opportunity to rediscover many classic children’s tales, but recently one scene in Alice’s Adventures in Wonderland resonated with me in an unexpected way. As the story goes, one day Alice came to a fork in the road and saw a Cheshire-Cat sitting in a tree. “Would you tell[…] Read More