Articles Showing articles written by: Mike Brady, Michael Brady & Co. Wealth Management
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, deeds,...
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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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Staying financially organized
Every day we are involved in so many transactions. Each of these transactions results in some type of paperwork. It’s like we live our lives in a constant blizzard of receipts, invoices, statements, deposits and withdrawals, purchases and sales—in paper and electronic format. How can you stay organized and keep track of all these...
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The human connection
In case you haven’t been paying attention, we are living in the beginning years of the Age of Machines. Robots, artificial intelligence, drones, self-driving cars and, now, “robo” investment advisors. And the machines can be very precise and diligent at what they do. But what they can’t be is human. Humans have qualities that, to...
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