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March 3, 2010
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Michael Brady, President
Generosity Wealth Management
2387 Point of Pines Drive
Boulder, CO  80302

P 303.747.6455
F 858.947.3807
www.generositywealth.com
 

Registered Representative of and securities offered through QA3 Financial, Corp.  Member FINRA/SIPC
Investment Advisor Representative of and Advisory Services offered through Generosity Wealth Management, LLC., a Colorado Registered Investment Advisory firm 
Generosity Wealth Management, LLC and QA3 Financial Corp or QA3 Financial, LLC are not affiliated companies

The information being provided is strictly as a courtesy.  Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you assume total responsibility and risk for your use of the sites you are linking to.

Greetings!

Doing your taxes?  Yeah, me too.

Tax efficiency is something not discussed very often, but something very powerful.  The single biggest expense most people have are taxes, but how often do you think aobut it in relation to your investments?

Click on the link to hear me talk.........
1974 again?

1974 - 2009
What we're going through in the stock market has happened before.  1930s, 40s, 70s, 80s and 2003.  Which of these charts look like today's chart, and which will it be?  You decide.  If you can't, give me a call and we can discuss.

To do:  Evaluate your portfolio and ensure it's positioned properly for the market you feel we're in.

 
Too Big to Fail

BankIf you've been following my newsletters for the past few months, you know I'm a fan of eliminating the "too big to fail" concept for banks.

Yes, I get the whole economies of scale for large enterprises concept.

However, if the FDIC and taxpayers are ultimately insuring the risk of the banks, we ought to have a say in what is too big to insure.  Wouldn't we expect this from any insurer?  It's not unreasonable in my book.

Let Big Financial Firms Fail - Link
 
The Bond Market

Bond
Is this the end of the secular bond market?  I say no, but everyone has their opinion.  Of course, everyone who disagrees with me must be wrong!  Naw, just kidding. 

As interest rates rise, which they will at some point, bonds will be hit.  Be prepared

To do: Look at your Bond exposure.  Is it appropriate?  Don't know?  Call Mike Brady.



Alarm Clock
Bomb Alarm Clock
Have problems waking up?  I find these alarm clocks very funny. I particularly like # 4.  A bomb?  Really?  That's hard core.


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I'm here to help!....

I'd love to talk more with you about the above topics or anyway I can help you grow and preserve your money while providing for yourself, your family, and community.

Mike