Debra Brede

Founder, Brede Investment Management Company

Debra Brede had a different idea in mind when she founded her investment management firm in 1989. A decade of industry experience made her realize that the needs of individual clients weren’t always best served by the typical Wall Street business model, where a firm sells its products to meet its sales goals. At the firm that bears her name, the individual needs of each client would be the primary focus.

Today, D.K. Brede Investment Management Company delivers investment management services to corporations, municipalities, retirement plans, charitable trusts, and high-net-worth individuals based on the principle that every recommendation made is dependent solely on a client’s individual needs, as determined personally by Debra Brede herself.

Debra is now a frequent media commentator on investment-related topics and is recognizable to tens of thousands of CNBC and Fox Business news viewers around the world. She’s also been featured in the Wall Street Journal, The New York Times, Businessweek, Financial Times, Reuters, Bloomberg, Forbes, and Kiplinger’s Personal Finance.

*Securities and advisory services offered through Commonwealth Financial Network®, FINRA / SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA . No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

You’re Retired… Now What?: Discovering & Funding Your Purpose-Driven Retirement

Publication Date: January 2020

Countless books have been written about planning for retirement. This one is about managing your wealth during retirement. The shift from work to retirement changes things. Maximizing the impact of your money—for yourself, your family, and the causes you care about—requires thoughtful, strategic management. 

This book shares strategies I apply every day in serving retired clients with at least $1 million to invest—strategies I carefully tailor to each client’s goals. I’ve developed the ability to create such strategies across nearly forty years in the industry. 

When you’ve finished reading this book, you will have a clearer understanding of:

  • the strategic approach I pursue in helping clients preserve and expand their wealth in retirement;
  • my direct, lifelong dedication to helping each client reach their goals; and
  • a key dictate of philanthropy that I have tested and proved in my own life and has benefited hundreds of my clients—and thousands of people all over the world, whose lives have in turn been impacted by their generosity.

 

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Articles By Debra Brede

retirement
The First Rule of Managing Your Retirement Fund in a Pandemic? Don’t Panic.
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retirees
The Two Most Common Fears of Retirees  
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tax season
Tax Season: How to Plan Ahead
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