“That option may appeal particularly to clients with taxable estates, “says Michael Brady of Generosity Wealth Management in Boulder, Colo.” — since 529 plans present a way to move money out of an estate immediately.”
College Strategies: Best Ways to Help with the Tuition Bill
April 23, 2015 – Michael Brady was asked for his expert advice on some strategies for college savings.
“An absolute buy-and-hold strategy is simply not appropriate for most investors. Moderation is the key. While I’m certainly not an advocate for rapid speculation, I do stress the importance of working with an advisor who will modify a portfolio periodically to avoid unnecessary risk while capitalizing on good opportunities.” – Michael Brady
Why the Buy-and-Hold Strategy No Longer Works for Some Retirement Investors
April 16, 2015 – Michael Brady gives his thoughts on whether the old tried and true method of buying and holding stocks and bonds still works for investors’ retirement portfolios.
“When you get a check and letter that states you’ve satisfied the required minimum distribution for the year, you think you’re good but in reality you’ve only satisfied part of it” – Michael Brady
How a Letter to the IRS Can Spare Retirees For Not Taking Retirement Withdrawals
April 15, 2015 – Michael Brady was asked his advice for retirees that may have neglected to take their required minimum withdrawals from their retirement accounts. It’s amazing how powerful being upfront and detailed with a letter to the IRS can smooth the way.
“In a perfect world you’d have zero debt upon retirement, or you will very shortly after that magical retirement date.” ~ Michael Brady
Retiring with Lots of Debt? Here’s What You Need to Know
March 11, 2015 – Michael Brady talks to Brian O’Connell of MainStreet.com about the growing trend of people carrying debt into retirement. Michael stresses the importance of getting to the core behavioral issues that led to the debt in the first place.
Voices: Michael Brady, on Using Art to Illustrate a Client’s Goals
“A painting can express much more than a number; it can capture a client’s values, hopes and dreams.” ~ Michael Brady
March 10, 2015 – Michael Brady is featured in this Wall Street Journal column for his thoughtful and unique client gifts. He explains why other advisers should find a unique way to open up the lines of communication with their clients.
How Much Should Politics Guide Your Global Investments
“[Botswana] has a long-standing tradition of representative democracy since independence in 1966, with uninterrupted democratic elections.” ~ Michael Brady
February 19, 2015 – Michael Brady shares insight into investing in Botswana with Lou Carlozo of US News & World Report. He highlights the nation’s democratic track record and high credit rating as favorable characteristics.