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Blog

Hand holding a large bundle of balloons
Andrew Brookman | Sep 13, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
Andrew Brookman | Sep 6, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Andrew Brookman | Aug 30, 2022

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Andrew Brookman | Aug 23, 2022

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Andrew Brookman | Aug 16, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Andrew Brookman | Aug 9, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Focused young woman shopping online on her laptop
Andrew Brookman | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Andrew Brookman | Jul 26, 2022

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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A teenager holding a yellow and blue longboard talking to her friend
Andrew Brookman | Jul 19, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Group of young professionals in a meeting. They are in a casual office setting
Andrew Brookman | Jul 12, 2022

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Mother and child working on a laptop together
Andrew Brookman | Jul 5, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
Read More
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Andrew Brookman | Jun 28, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More

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156 Kings Highway North 1st floor,
Westport, CT 06880

Contact Info

Phone: (203) 524-0711
Fax: 203-429-9311
Email: abrookman@alphastrategicadvisor.com

     

Get in Touch

Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC.  Insurance products are made available through, ACC General Agency, a licensed insurance agency.  For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state. 

The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision.  Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all of the particular facts and circumstances of an investor's situation.  The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks. 

Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. 

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Form CRS and General Disclosures  

Aegis Risk Disclosures 

 

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