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Connect with us!
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303.747.6455
Money can and should do good things: for you, your family, and the causes you believe in
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Michael Brady, President
Generosity Wealth Management
885 Arapahoe Ave.
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
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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.
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Greetings!
I've been talking about the problems with the PIIGS (Portugal, Italy, Ireland, Greece, and Spain) for over a year now. Greece in particular has been very prominent in the news recently. Has this been a slow train wreck? Yes. Has our investment markets continued to go up during that time frame? Yes. Will our markets continue to go up? That's always the question, and a harder one to answer. One of the things I'm trying to do is guide you and my clients to that answer, knowing of course the future is unknown. Anyway, this week I discuss what I believe is another bubble ready to burst--China. I'll be following up over the summer with technical reasons why structurally and euphorically (if that's even a word), China is someplace to be cautious.  | | 2011 06 22 - China and US similarities before a crash |
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Buffett's Favorite Valuation Metric
I'm a big fan of Warren Buffett (as many of you know) as I admire his intellect, drive, and humility. There's a reason he's in the top 5 richest in the world.
Warren Buffett has a chart that he's described as his favorite. It's the total valuation of the stock market versus the Gross National Product of the US.
What is it telling us now? A = Stocks are modestly expensive.
Should you sell everything to cash? A = No. It does, however, tell us to be very cautious going forward and watch the percentage we have allocated to the equity markets.
Do you know what the percentage of your portfolio is exposed? If not, please contact me and I'll do what I can to help you out.
Where NOT to die 
In addition to the Federal Estate Tax, some states (and DC) impose additional estate and/or inheritance taxes. Fortunately, here in Colorado we don't have estate or inheritance taxes and in comparison to many other states, our probate is relatively easy and simple. That does not mean you shouldn't do proper estate planning though! I work with a lot of great attorneys, so let me know how I can help. Where NOT to Die - Link
Technicals on China
Technical trading is forcasting the direction of prices by studying past market data, primarly price and volume.
Here is an article that is applying this technique on the Shanghai Composite Index .
Doesn't look good......
Oh, and in case you're curious or a compliance officer, the Shanghai Composite Index is an index of all stocks (A and B Shares) that are traded at the Shanghai Stock Exchange. It is merely being used as a proxy for the stock makret and cannot be invested in directly.
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Cell phone 1979
I don't know about you, but I forget what it's like to NOT have a cell phone--and I'm only 42. How did people order pizza on the way home from the office?
I like this video talking about the cell system for car phones in 1979.
I remember my boss got his first "brick" phone back in 1987 and I thought we were the coolest guys around.
Do you remember your first cell phone? Cell Phone Video -- 1979
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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
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