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Articles Showing articles related to: Mike Brady, Michael Brady & Co. Wealth Management

Live life on your terms

I was recently in Colorado visiting clients and was invited to ski with them for several days. While enjoying the mountains, I met several of my clients’ friends who also loved to ski. The common thread that emerged was that all of these folks had enjoyed skiing early in life, and they had committed to a goal of skiing as often as...

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Start taking care of your family by focusing on the fundamentals

Well it looks like uncertainty and worry have returned to the investment markets and people are wondering what to do. Most investors are trying to figure out whether this is the top or if the market has more room to run. They want to know whether they should be buying or selling? But they are distracted and focusing on the wrong...

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Measure the riskiness of your portfolio

It’s a new year and your investment accounts are looking pretty good. The stock market is at an all-time high and the part of your portfolio that is invested in stocks is doing great. But that other part of the portfolio that isn’t in stocks isn’t gaining like the stock part is. Maybe you are thinking of moving some of the non-stock...

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Easy access for caregivers

Several years ago, I went through the process of moving my parents from their home in Florida to an assisted-living facility near my home in the Cleveland area. As many of you know, this is no easy task. It includes the sale of real estate; evaluating various senior communities; locating bank accounts, insurance policies, investments,...

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There is a downside to tapping into your retirement right now

If you are looking at your retirement plan balance and thinking that now would be a good time to retire since you have more money than you have ever had in your life, be very careful. In retirement, if you keep your account invested the same way it has been over the last eight years, you could be in for a shock. Over the last eight years, the...

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