A lot of us in Louisiana and along the Gulf Coast learned the importance of having flood insurance the hard way. We should be careful not to make the same mistakes in other aspects of our lives. You care about financial security and you plan for retirement, but have you considered your future long-term care[…] Read More
Brad Fortier’s Blog
Preparing for the Unknown
Tuesday, July 13th, 2010It’s all about perspective
Monday, July 12th, 2010It seems as though the news cycle this past month has been filled with one bleak story after another. Last week, according to some government figures, BP’s oil leak surpassed all previous spills to become the largest ever in the Gulf of Mexico. Even the lowest estimates say that at least 70 million gallons of[…] Read More
Time in the market, not timing the market
Friday, June 18th, 2010If ever there was a week that exemplified why trying to time the market is and always will be the ultimate fool’s errand, it was this past one. Let’s assume you invested $100,000 on Monday and decided you were going to check your account balance everyday to assess your progress. The stock market as measured[…] Read More
The market this week: A letter to our clients
Friday, May 7th, 2010May 07, 2010 Dear friend: I’m sure you have seen the media coverage of the market volatility this week, and I wanted to take a moment to let you know that my team and I are monitoring the situation very closely. I am confident in the plan that we have so carefully developed to manage[…] Read More
Brad Fortier Wins National Award
Wednesday, May 5th, 2010SAN DIEGO, CA – May 5, 2010 –Brad Fortier, CFP®, president of Fortier Financial, was presented the Charlie Eisenmann Client First Award by Dunham & Associates Investment Counsel, Inc. during a ceremony today. The national award is given annually to the investment professional who works with clients in a manner that best exemplifies Charlie Eisenmann’s[…] Read More
Statement on Nagin budget briefing
Thursday, December 17th, 2009In response to Mayor Nagin’s briefing today on the city’s 2010 budget and cuts in programs and services, the District A Neighborhood President’s Council released its findings. Brad Fortier, CFP®, an actively involved member of the group that was established to advise on New Orleans’ budget process, offered the following statement: “If an operation finds[…] Read More
New Orleans’ City Budget: What it Means to You
Monday, November 16th, 2009In light of the projected $68 million 2010 budget deficit, the Lakeview Civic Improvement Association (LCIA) hosted a town hall discussion entitled, “New Orleans’ City Budget: What it Means to You” on Saturday, November 14, to provide insight into our city’s upcoming fiscal and redevelopment challenges. Councilmembers Arnie Fielkow and Shelley Midura and LCIA board[…] Read More
Champion of personal freedom: a letter to the editor
Tuesday, November 3rd, 2009Published in The Times-Picayune Should freedom and liberty be regulated by central planners in government? “No way,” say most level-headed Americans. Yet that is exactly the opposite opinion shared by many people of New Orleans, who likely consider themselves conservatives. New Orleans Mayor Ray Nagin’s decision to allow the city to rebuild in its pre-storm[…] Read More
Back to the Basics
Thursday, October 22nd, 2009The recent announcement that New Orleans will be facing a 68 million dollar budget deficit in 2010 strongly indicates a need to return to sound financial planning that I advise my clients to practice everyday, such as budgeting, cutting expenses and making wise investments to avoid monetary shortfalls. Adherence to these basic principles is just[…] Read More
