Kevin Brady

Kevin Brady I am an Advisor, helping my clients live their BEST lives through meaningful conversation and resolv

The evidence here is pretty clear here, making the argument that their removal is "erasing history" nonsense.  Most in t...
07/08/2020

The evidence here is pretty clear here, making the argument that their removal is "erasing history" nonsense. Most in the post-Reconstruction, 1910s-20s, and pre-Civil rights era.

In total, at least 830 Confederate monuments have been constructed across the U.S. Most were not built immediately after the Civil War. They were installed decades later, mostly in Southern states, when disenfranchised Black Americans’ civil rights were aggressively under attack.

The extra $600 weekly UI benefits has not only helped families make ends meet, it’s been part of what’s supported our ec...
07/04/2020

The extra $600 weekly UI benefits has not only helped families make ends meet, it’s been part of what’s supported our economy. Particularly if surges continue, a re-extension (or similar) is critical.

Extending the extra $600 could create a disincentive to return to work, some lawmakers say.

Reminder that on top of RMDs being waived for 2020 (including from inherited IRAs), the IRS will now allow you to return...
07/03/2020

Reminder that on top of RMDs being waived for 2020 (including from inherited IRAs), the IRS will now allow you to return them through 08/31/2020. From

The IRS recently issued a notice to taxpayers: they can unwind any required minimum distributions from their retirement accounts already taken in 2020.

Great piece about gold from .  Well worth the read.  Can be additive to a portfolio, but have to be prepared for LONG pe...
07/03/2020

Great piece about gold from . Well worth the read. Can be additive to a portfolio, but have to be prepared for LONG periods of draw-downs. See the risk/return chart below -

Why is Gold Valuable? – Of Dollars And Data https://buff.ly/3eLFjTP

Yes - please!  But then there's this which means it probably won't happen until 2053.. "The car-free bridge is estimated...
07/02/2020

Yes - please! But then there's this which means it probably won't happen until 2053.. "The car-free bridge is estimated to cost $100 million."

This spring, as the pandemic brought the city to a halt, subway and bus ridership dropped, Lyft and Uber banned their cheaper ride sharing option to encourage s

Change is slow but seems more people are (finally) listening.
07/02/2020

Change is slow but seems more people are (finally) listening.

Republican Gov. Tate Reeves signed the historic bill Tuesday at the Governor’s Mansion, immediately removing official status for the 126-year-old banner that has been a source of division for generations.

Done at the LAST. POSSIBLE. MINUTE.  but good news nonetheless.
07/01/2020

Done at the LAST. POSSIBLE. MINUTE. but good news nonetheless.

The Senate passed an extension for the Paycheck Protection Program to August 8 by unanimous consent Tuesday night.

Potentially concerning but as we often discuss with clients: (1) Stock market does not = economy in the short term(2) Th...
07/01/2020

Potentially concerning but as we often discuss with clients:
(1) Stock market does not = economy in the short term
(2) The time to re-evaluate comfort with risk is now
(3) It's very hard to time correctly if you're thinking of making big portfolio changes.

Fed Chairman Jerome Powell told Congress Tuesday that failure to properly contain the spread of COVID-19 will set back the recovery.

Lot of positives and flexibility that remote work can bring.  Remember though that employers could (some will?) re-evalu...
06/28/2020

Lot of positives and flexibility that remote work can bring.

Remember though that employers could (some will?) re-evaluate salaries based on location

Facebook has said it would "localize" salaries if people elect to leave their big city bases. But HR consulting firm Mercer says that it's typically a rare thing to lower a salary. In a post-Covid landscape, however, this could change.

BIG NEWS and potential tax help/savings.“The Internal Revenue Service issued a notice Tuesday that people who took requi...
06/27/2020

BIG NEWS and potential tax help/savings.

“The Internal Revenue Service issued a notice Tuesday that people who took required distributions from retirement accounts this year can put the money back.”

The Internal Revenue Service issued a notice that people who took required distributions from retirement accounts this year can put the money back.

Confused about how recent law changes impact your estate plan?  How about the interaction of the laws of your state of r...
06/26/2020

Confused about how recent law changes impact your estate plan? How about the interaction of the laws of your state of residence? Clients often come to us asking for clarity here. and have some of those answers and more.

How does tax reform affect my estate planning? This post will help you unpack some of the estate and gift tax provisions of the 2017 Tax Reform Act.

Proud of the progress   has made so far since the uneasy days of March.  Kudos to  for following the data and his leader...
06/26/2020

Proud of the progress has made so far since the uneasy days of March. Kudos to for following the data and his leadership.

It's a new New York, and here's what you can expect.

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