Barry Brundage

SVP Managing Director, U.S. Bank

Back Writer

Barry Brundage is Senior Vice President, Managing Director of the Private Client Reserve of U.S. Bank in Sacramento.  

By this person

Design by Lily Therens; elements from Shutterstock

More Money, More Problems

When to engage a wealth manager

The dramatic transfer of accumulated wealth from the baby boomer generation and regional employment gains could serve as a catalyst for individuals to engage with wealth management experts. Here are some of the most common questions (and answers) about wealth management:

Mar 20, 2015 Barry Brundage
This gentleman planned ahead, and now — he's signing something. 

(shutterstock)

Happy National Estate Planning Awareness Week!

But before the party starts, here are 7 questions you need to answer

If National Estate Planning Awareness Week, which started yesterday,  snuck up on you this year, you are not alone. In fact, if you don’t have an estate plan, you have lots of company. Fifty percent of Americans lack a will and other vital estate planning documents, and their absence is a sure path to probate court and often lengthy, costly legal proceedings before an estate is settled.

Oct 21, 2014 Barry Brundage
(shutterstock)

Avoid the Liquidity Trap

3 tips for succession planning

Surviving the Great Recession wasn’t easy for anyone, but it had a unique impact on business owners who were looking forward to retirement. One-third of small biz owners are over the age of 55 – primed to step away from the day-to-day routine. When the economy went into a tailspin, those trying to either sell or otherwise transition the ownership of their business had to keep working, even as the long slump made staying in business a struggle. 

Aug 15, 2014 Barry Brundage