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June 30, 2010
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Michael Brady, President
Generosity Wealth Management
1818 16th Street
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!

The end of the quarter is upon us and my quarterly review / preview is next week.  Don't miss it!

In the meantime, I give some timeless words of advice this week, like
  • Get right with risk
  • Avoid panic
  • Be committed to investing in equities
  • Stay focused on the future
  • Stay humble
  • more........
Listen to my video below.
Saving Social Security 

Social Security
"There is no trick. We can't promise to work less, raise pensions and erase deficits."
-French Labor Minister Eric Woerth

Very well said.

Social Security and the "saving" of it will be big news in the future decades.

Why do I bring this up?  You have to save for your own retirement, or if in retirement already, you have to take control of ensuring it's invested wisely so you don't run out of money before passing on!

Estate Tax in Limbo

Monopoly ChanceThis is  one goofy year.   The estate tax has been repealed for 2010, however, no one thinks it won't be retroactive once Congress finally gets around to correcting and modifying the curent estate tax law.

How can you do any planning when the laws are a moving target.  Urgh.

Click on link to read more.

Estate Tax in Limbo - Link
 
Municipals - Yikes
Bond
I've said it before and I'll say it again.

BE WATCHFUL OF YOUR MUNICIPAL BOND HOLDINGS!

Okay, that's my rant for today.

To do:  Check your municipals.  Are they high quality and a small percentage of your entire portfolio? 

Please click on the link below.



I Love the USA! US Flag

USA!  USA!

Happy 4th of July to all of you!  Remember what a great country we live in and how we "won the lotto" by being born here.

I feel blessed.
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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