Jul 21, 2015 | News Article
“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 the downside,” – Michael Brady
How to Strike a Balance with Portfolio Rebalancing
July 20, 2015 – Michael Brady was interviewed for his thoughts on the purpose and techniques for rebalancing by SigFig.
Jul 20, 2015 | News Article
“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 – President Michael Brady was asked his thoughts about what to do mid-year to get back on track
Jul 9, 2015 | News Article
“While Greece is geographically and economically small, the effect could be big if it leads to other defaults within the eurozone,” said Michael Brady, president of Generosity Wealth Management. “If Greece exiting the eurozone has a bigger effect in a global recession, then that would weigh on the Fed’s decision to lift rates.”
Dow Jones Industrial Average Soars 200 Points, Rebounds Following Rout in Asia
July 9, 2015 – In the midst of some high daily volatility, Michael Brady was asked his opinion of the Greek debt and potential interest rate hike’s impact on the unmanaged stock market indexes.
Jun 29, 2015 | News Article

“We tend to be more lax over the summer,” says Mike Brady, president of Generosity Wealth Management in Boulder, Colorado. If you’re not careful, you might undo the good financial habits you’ve been following the rest of the year in just a couple of months.
Avoid these 7 Summer Credit Card Mistakes
June 29, 2015 – The summer is in full swing, and Michael Brady was asked for some practical tips for consumers to avoid credit card mistakes.
Jun 27, 2015 | News Article
“Rebalancing won’t increase the rate of return,” says Michael Brady, founder and president of Generosity Wealth Management in Boulder, Colorado. “The purpose of rebalancing is to stick with the plan.”
Optimize Your Portfolio with the Right Rebalancing Strategy
June 27, 2015 – Michael Brady gives his thoughts on Portfolio Rebalancing strategies in this article, including whether it’s necessary.
Jun 16, 2015 | News Article
“People should immediately check their credit scores — they can buy them for $15 from the three national credit bureaus (Experian, Equifax and TransUnion). If their scores have taken a hit, they need to start rebuilding them by paying their bills on time and eliminating big chunks of their credit card debt.” – Michael Brady
How to Rebuild Your Financial Health After Divorce
When Michael Brady was asked his advice on rebuilding financial health after divorce, he recommended paying attention to your credit score, and being proactive in rebuilding it if necessary