Generosity Wealth Management
In The NewsWe value professionalism, empathy, and personal responsibility, ensuring everyone we work with—clients and team alike—feels respected and heard.
4 Common College Savings Mistakes Parents Make – And How to Avoid Them
“A lot of times parents might be on the edge whether or not they can retire themselves so every dollar that goes toward saving for college does not go to their own retirement,” says Mike Brady, president of Generosity Wealth Management. “A child can loan themselves...
Entrepreneur Podcast Network
"I believe that you’ve got to look at your life some day and say did I do the right thing? I’m a big believer in not having regrets, giving 100 percent and holding your head high." - Michael Brady Full Podcast Interview - Mike Brady and EPN Michael Brady was recently...
Is Your Social Security Going to Run Dry?
Michael Brady, president of Generosity Wealth Management in Boulder, Colorado, says he always takes Social Security into account when helping clients plan for retirement. But he also tells clients to take control of their own finances. “Don’t abdicate responsibility...
How the Euro Financial Crisis Hurts Your Wallet
If there’s one thing that consumers and investors hate, it’s uncertainty,” says Mike Brady, founder and president of Generosity Wealth Management in Boulder, Colo. “They’d rather get bad news and be certain that it’s bad than be uncertain whether it’s good or bad.”...
12 Money Adjustments You Should Be Making Now
"I'm a big believer in having goals that are attainable, and the personal satisfaction that comes from it. Since half the year is over, pick one thing to accomplish in the next six months that you can absolutely achieve." - Michael Brady 12 Money Adjustments You...
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 -...
Dow Jones Industrial Average Soars 200 Points, Rebounds Following Rout in Asia
“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...
Avoid these 7 Summer Credit Card Mistakes
“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...
Optimize Your Portfolio with the Right Rebalancing Strategy
"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...
How to Rebuild Your Financial Health After Divorce
"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...
How to Rebuild Your Financial Health After Divorce
Michael Brady, president of Generosity Wealth Management, offers a piece of advice, "Once your divorce is finalized you have to take control of your finances. You have to be proactive. You can't just assume that things will work out." How to Rebuild Your Financial...