The Sequester is Coming?

On March 1, $85 billion in federal budget cuts are supposed to take place – and it doesn’t look like they will be delayed any longer. Congress went on recess last week, so there was no concerted legislative effort to stave them off (in the manner of the fiscal cliff deal). At this point, the cuts seem inescapable. How might they impact the economy and your portfolio? Is the Consumer Economy Being Affected? A February Pew Research Center poll found that 29% of Americans didn’t even know... Read more

The American Taxpayer Relief Act of 2012

The New Year began with some political drama, as last-minute negotiations attempted to avert sending the nation over the “fiscal cliff.” Technically, we actually did go over the cliff, however briefly, as a host of tax provisions and automatic spending cuts took effect at the stroke of midnight on December 31, 2012. However, January 1, 2013, saw legislation–retroactively effective–pass the U.S. Senate, and then later the House of Representatives. The American Taxpayer Relief... Read more

Obama Wins Big: What you need to know…

The United States and California took a significant swing to the left last night – more than the surveys suggested they would. Nationally, the Democrats are strengthened in the Senate and the House of Representatives. The president has secured a mandate, and faces a divided and frustrated opposition. California has voted to increase taxes on a state level and legislated tax increases are virtually guaranteed to proceed for higher earners (that means you, clients.)   It is never a good idea... Read more

A Partner with Proven Expertise

For more than five years, Bradley & Company has served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. We take an objective and proactive approach, bringing proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution.