Generosity Wealth Management
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118 Books in 2014
A couple of years ago I started rating my books I read on www.goodreads.com. Then I realized it kept track of all of them, and without knowing it I read 73 books in 2013. So, for 2014 I thought "I'll bet I could read 100 books if I changed a few habits around (like no...
Surgery Cures Constipated Goldfish
The title of this should actually be "you know you have too much money when........" Yes, that's right, someone paid $467 for their constipated goldfish to have surgery so it wouldn't die. Weird. Anyway, I'd write more about this but I have to go meet a friend for...
Generosity In the Financial Future
"Brady believes the artwork in the client’s home and the copy of it he keeps decorating the walls in his offices, serve as a vision board to keep clients motivated and focused." Generosity in the Financial Future January 2015 - Michael Brady is featured in an article...
2014 Review – 2015 Preview
2014 is now over, and a new year is in front of us. In my video (click on the image below), I briefly do a recap on 2014, and then lay out my arguments for a long term approach, diversification, and reasons why I think being fully invested is wise, particularly as I...
Privacy Policy and ADV
Okay, I know privacy notices and my Form ADV could be considered boring, and after the video above (which you clicked on of course), you want a continuation of the most exciting new information in the world. Well, privacy policies can sort of be interesting, can't...
Key Financial Information – 2015
A new calendar year also means a new tax year. Back by popular demand is my Key Financial Information chart as a quick reference guide for you throughout the year. I work with a number of good CPAs, so don't hesitate to contact me for guidance as a good CPA can be a...
