Generosity Wealth Management
In The NewsInnovation distinguishes between a leader and a follower. – Steve Jobs
Generosity Wealth Management has been continually recognized as a thought leader in the finance sector. Founder, Michael Brady has been featured across numerous publications including the Wall Street Journal, the New York Times, US News and more.
Preparing for Retirement – How Much Do You Really Need?
"With a 3% withdrawal over 40 years, only a 40% in S&P 500 allowed a probability over 90%, with having too much or little in the stock market harming you at different concentrations." - Michael Brady Preparing for Retirement - How Much Do You Really Need? June 9,...
Navigating the Demands of Business and Remaining True to Yourself in the Process
June 8, 2015 - Michael Brady was honored to be interviewed by Dr. Jason Carthen for his radio show / podcast. His podcast reaches 185,000 people. The hour long program allowed Michael to share some of his story in the business world, and how it's allowed him to be...
Personal Finance Books Financial Experts Say Will Change Your Life
"Different pieces of advice will resonate with different people. In my case, there was a lot of practical advice that made sense to me in this book." - Michael Brady Personal Finance Books Financial Experts Say Will Change Your Life May 27, 2015 - Michael Brady was...
The Pros and Cons of Jumbo CDs
"For high net worth investors who want to invest a lot of money in a jumbo CD but don't want to lose the Federal Deposit Insurance Corp., or FDIC, protection of up to $250,000, the good news is investors can spread their investment around" - Michael Brady The Pros and...
Is Your Client a “How” or a “Why”?
"The hows are fixated on the construction and execution of a plan, but often lose sight of their ultimate financial goals. The whys, on the other hand, can effortlessly visualize where they want to be but struggle to find the discipline to get there. With that said,...
College Strategies: Best Ways to Help with the Tuition Bill
"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...
Why the Buy-and-Hold Strategy No Longer Works for Some Retirement Investors
“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...
How a Letter to the IRS Can Spare Retirees For Not Taking Retirement Withdrawals
“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...
Retiring with Lots of Debt? Here’s What You Need to Know
“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...
Voices: Michael Brady, on Using Art to Illustrate a Client’s Goals
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...
How Much Should Politics Guide Your Global Investments
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...
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 How Much Should Politics Guide Your Global Investments February 19, 2015 – Michael Brady shares insight into...