Quarterly
April 6, 2011

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Mike Brady
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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 Cambridge Investment Research, Inc.  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 Cambridge Investment Research, lnc. 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.

 

The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.

 

The Standard & Poor's 500 Index ("S&P 500") is an unmanaged, market capitalization weighted index of 500 widely held stocks, with

dividends reinvested, and is often used as a proxy for the stock market. 

 

The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.

 

Indexes are often used as a proxy for the stock market and cannot be invested in directly.


Greetings!
  

This week's video is my 1st Quarter Review and my 2nd Quarter Preview.

 

The first quarter was good (yeah!), and I list the items I'll be watching and thinking about for the 2nd quarter.

 

A must see video (if I do say so myself).   

 

Click on link below

 
Quarter Review / Preview - Video  
Large Selling in European Bonds

Europe Map
I'm a broken record. 

Europe continues to be sick and will slow down the global economy.

The worst with Europe is not over.  It's the end of the beginning, not the beginning of the end.

What does this mean for you? 

I'm not a fan of a large holding in Europe.  Internationally, though, I continue to be impressed with some of the emerging markets out there.  Irritatingly, Europe is being forced to address many fiscal imbalances we have here in the United States, but they're just a number of years ahead of us in addressing them.

I continue to have a minimal to zero exposure to Europe for my clients.



Bumpy Ride for Treasuries          
 Uncle Sam Taxes  

Bonds go up and down in value based on interest rates, credit quality, and simple supply/demand.

The first quarter was a bumpy ride for US  Treasuries (as I mention in my video which you should have listened to already), and essentially ended flat to slightly negative.

Much of what will happen in the next quarter will be dependent on the ending of quantitative easing in June and whether the Federal Reserve increases interest rates.

What to do?  Stay tuned and be diversified.  Too much of an allocation to any category can be negative.  Too many Treasuries may lead you to lose purchasing power because you're not staying up with inflation.

Full article at the click.....  

 

Bumpy Ride for Treasuries - Link 


Internet Bubble Again?

Bubble

Facebook $75 Billion?  Groupon at $25 billion?  Twitter at $10 billion?

Come on.....we've seen this before.  It's called the late 1990s.  I don't like it and am avoiding it like the plague.

Click on the link below for a more detailed article.



Center for People with Disabilities

A friend of mine, Ian Engle, is Executive Director of the Center for People with Disabilities.

He recently gave a great interview (in my humble opinion) talking about the Independent Living Movement, Americans with Disabilities Act, etc.

He's very knowledgeable and cuts right to the chase.  I like that.

Consider listening to his 4 minute interview. 

Ian Engle - Center for People with Disabilities 

   
     

Center for People with Disabilties 

  

GWM jpg
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