Michael Bradley's Commentary
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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. |
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Follow MeSell in May and Go Away?
An old stock market dictum says that spring is for profit-taking, or at least a time to reduce your exposure to equities. In the classic market psychology,...
Keeping Track of Expiring and New Tax Provisions
A number of significant federal income tax provisions expired at the end of 2011, a fact that might be easily overlooked with so much attention being...
Department of Labor 401(k) Plan Disclosure Rules Take Effect Soon
New participant disclosure rules apply to self-directed 401(k) plans. Employers generally must begin complying with these rules no later than August 30,...
The Facebook IPO
Should you “like” it? In one of the most widely expected and anticipated transactions in stock market history, Facebook filed an S-1 form with...
Required Minimum Distributions from IRAs
Obligations and Opportunities After you turn 70½, the IRS requires you to withdraw some of the money in your retirement savings accounts each year. These...
Starting 2012 Right
A look at some financial changes & the opportunities they may present. This year is projected to be one of great financial change, as is 2013. So here...
Donating Company Stock: Great for holiday charitable giving
Giving appreciated stock can be a great way to support your favorite charity and reduce your tax bill. For shares you may have recently received from an...
The Super Committee’s Failure isn’t an Epic Fail
Shocker: The two parties couldn’t agree on a package of tax increases and spending cuts…. We are not a tax-cutting committee, we’re a...
A New Assault on Thrift?
Two federal tax reform proposals could make 401(k)s much less attractive. The congressional bipartisan “super committee” of 12 legislators...
Why Europe Matters to Your Portfolio
Ever since the possibility of default on Greek sovereign debt has become headline news, a lot of people have found themselves wondering, “How is...
