Archive for April, 2017

2017 1st Quarter Review

The first quarter of 2017 is over, and it was a good one.  The “Trump Rally” continued almost unabated, and new records for the unmanaged stock market indices were made most weeks. It’s nice to have a “tail wind” behind you in your investments, but one quarter does not an investment philosophy make. In my video to the right, I talk about the 3 most important things I’ve found to be helpful in reaching your financial goals. And they’re not complicated. FULL TRANSCRIPT: Hi there.  Mike Brady with Generosity Wealth Management, a comprehensive full service financial services firm headquartered right here ... Read More

Gold is a horrible Portfolio Hedge

For the longest time I’ve counseled against gold as a part of a client’s portfolio. I’ve heard all the arguments (“it’s a hedge against inflation”, “it lowers the volatility”, it’s real versus paper”), and I discount every one of them. The problem with Gold is that it is unpredictable, and for every instance where it does what you think it should do, I can find an instance where it does the opposite. Here’s a good blog talking about this more in detail Read More

Nearly 60% of Americans Don’t have Wills

Only 42% of all US Adults have a will or living trust. As American get older, the percentage increases (for those older than 72, 81% have something), but considering we never know when we may die, it is very important to get your estate planning done! I work with a number of very good attorneys, so let’s be sure you’re not one of those who will let the courts decide what happens with your assets instead of you stating it in advance. Read more HERE Read More

Domino’s Pizza’s “No-stain Onesie”

In addition to the best financial and investment advice in the world (in my humble opinion), I care about you as a person, and that naturally extends to ensuring you present yourself well in the world. Which is why I can’t help but take notice of Domino’s “No-stain Onesie”.   How I’ve survived this far in life without it is beyond me, or the joy I will feel once I buy one. I’ve decided this is an indication of the great times we live in, in that we have such safety, food, and disposable income that we have to worry ... Read More

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The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.

The Standard & Poor’s 500 Index (“S&P 500”) is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market.

The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.

Indexes are often used as a proxy for the stock market and cannot be invested in directly.