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September 16, 2011

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303.747.6455
Mike Brady


Money can and should do good things:  for you, your family, and the causes you believe in

 

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 

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!
  

Where do we go from here?

 

I've had a relatively low position in stocks for clients for quite some time, but I've decided to lower it even further.  I'm quite concerned about the correlation between Europe and the US, emotion/news driven volatility, and the uncertainty about what the Fed will do.

 

The risk just doesn't warrant having as high a percentage as I've had.

 

On the flip side, profitability, efficiency, and cash balances have all been rising in the firms that comprise the S&P 500. 

 

Is the return worth the risk? 

 

Click on video to hear more.

2011 09 16 - Where Do We Go From Here 
2011 09 16 - Where Do We Go From Here

 

 

Generosity Wealth Seminar

Wednesday Sept 28th at 6pm

GWM Seminar 

 

I cordially invite you to come to my seminar Wednesday September 28th at 6pm at the Highland Building. 

 

Click on the invitation above or the link below to download and RSVP.

 

Please bring a friend you'd like to introduce to me and my company!

 

 

 

     

Correlation as Long-Term Pandemic
Market Correlation

 Statistically speaking, when 2 or more things move together (both zig at the same time instead of some of them zagging) it's called a correlation of 1.0.  Over the past 30 years the correlation of the global markets have continued to increase towards 1.

 

This means that it's a high probability that as Europe falls, it will impact our US markets.  How much is the question, but our fates seem to be intertwined.  

 

 

 

NEW and IMPROVED

Generosity Wealth Website

 

GWM jpgI'm very happy to announce we have a new and improved website!
In particular, I expanded my BLOG section, so I highly (did I say HIGHLY) enourage you to click on the link below and start exploring the website.
Good stuff!!!!!!


 
  
Star Trek Owners' Manual
Star Trek Manual
I think many of you know my first standard poodle that came into the office was named "Picard", after Captain Jean-Luc Picard of Star Trek Next Generation fame.

 

My wife and I love Star Trek and one of our first dates was to a Star Trek Convention.

 

So, now that all my existing clients are leaving for the door after losing all respect for me, I think it's appropriate to buy a U.S.S. Enterprise Owners' Manual.

 

Or, buy one for someone who loves Star Trek (cough cough, hint hint)

 

 

 

  

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