Michael Bradley's Commentary


me1 Michael D. Bradley, CFA Managing Partner
Michael is the founder of Bradley & Company. Prior to starting the firm in 2007, he was Vice President – Wealth Management and a Portfolio Manager with Smith Barney’s San Francisco Office for seven years, working in the Corporate Client, Portfolio Management and Private Wealth Management Groups. He earned a BA from UC Berkeley, an MSc from the London School of Economics, and holds the Chartered Financial Analyst designation. He is currently the President of the San Francisco Economic Round Table. He lives in San Francisco with his wife, Star Roth Bradley.


Opinion: Hold off on the Basel Accords

We can shortly expect the world’s central banks and finance ministries to reveal new standards for capital adequancy (also known as the Basel III... 

2011 Tax Changes: Tax man isn’t “cometh” – he’s here!

A host of tax provisions enacted in 2001 and 2003–commonly referred to collectively as the “Bush tax cuts”–expire at the end of... 

Analysis: Medicare and Social Security

The recent annual trustee reports on Medicare and Social Security, despite some positive headlines, actually tell a very different story in their details.... 

Webinar: Finding Value in the Stock Market

In this quarterly review, I discussed the long term fundamentals of the US stock market and whether it’s an attractive investment over both the short,... 

A Review of the Impact of the Reform Bill

Much is hazy about the Dodd-Frank bill, even though it has passed. But, there is also much to like (so far…) On July 15, the Dodd-Frank Wall Street Reform... 

Simple Steps to Profit from the Chaos: Mortgage Refinancing

The stock market’s decline has helped push down mortgage rates. Rates on fixed mortgages are under 5%. The 2010 European debt crisis has been bad... 

Market Commentary: June 4, 2010

The stock market experienced a substantial correction today: The S&P 500 dropped 3.44%, the Nasdaq dropped by 3.64%. Today’s declines were driven... 

The European Debt Crisis: Why’s it washing up on our shores?

There was a time, not long ago, when the affairs of a small economy would have minimal effects on its neighbors and no impact on the US. Unfortunately,... 

Market Review: What happened?

The major stock markets experienced a dramatic, and difficult to entirely understand, drop in values that at one point pushed the Dow Jones Industrial... 

Health-Care Reform: Clients Face New Medicare-Related Taxes in 2013

The recently enacted health-care reform legislation includes new Medicare-related taxes. These new taxes take effect in 2013, and target higher income... 

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