Generosity Wealth Management
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How to Strike a Balance with Portfolio Rebalancing
"Not only might overly frequent rebalancing increase investment costs, but it also risks cutting off a cycle before it runs its course. Whether the cycle is multiple quarters or multiple years, you’ll never catch the upward cycle if you are always shifting away from...
12 Money Adjustments You Should Make Mid-Year
"Without some examination of the first six months and possible change in behavior and goals for the second six months, there is a strong chance the rest of year will be unsuccessful too," - Michael Brady 12 Money Adjustments You Should Make Mid-Year July 20, 2015 -...
Mid-Year Check-In
While there have been some exciting one day swings in the unmanaged stock market indexes so far this year, it's actually been relatively calm, without big 5% and 10% weekly and monthly swings that we see periodically in the markets. As of the end of the 2nd quarter,...
Mike Brady in the News
I've had a great time this year being interviewed by many journalists, allowing me to share my thoughts with others. I was going to post or email each time I was quoted, but there have been so many (Wall Street Journal, Forbes, DailyFinance, US News and World Report),...
Radio Interview with Dr. Jason Carthen
I was recently asked to be on an hour long radio show / podcost talking about ethics in the workplace. It was titled "Navigating the Demands of Business and Remaining True to Yourself". It was lot of fun, and the host was really engaged and enthusiastic. While he and...
Never Invest in Something You Cannot Understand
Warren Buffett "Never Invest in a Business You Cannot Understand" Good advice. I'm going to take it one step further and say "something" or "anything". I think Wall Street has created a lot of very creative financial products out there, and some of them are good while...