Quarterly 
October 7, 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!
  

The 3rd Quarter 2011 is over and I have a slightly longer video this week because I want to address the current environment and how things may shape up going forward. 

 

A big theme is my advice to assess your overall plan and risk tolerance, and also to ensure you're looking at both positive and negative points of view on the markets instead of just one view over the other. 

 

I send my newsletter and videos on a weekly basis, so if you watch only a few througout the year, at least watch my more comprehensive quarterly videos.

 

Click to watch

2011 10 07   Quarter Review Preview
2011 10 07 Quarter Review Preview
 

I am taking new clientsGWM jpg 

  

Last quarter a client of mine asked my permission to refer his friend to me.  He didn't want to offend me by giving out my business card without my okay.

I'm hereby giving everyone permission to offend me!

What this conversation led me to understand is that I haven't done a very good job communicating that  Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.

I work with clients seeking to grow, preserve, and distribute their wealth in an efficient manner to ensure the well being of themselves, their family, and their community interests.  

I'm here to help and treat every client and prospect as a member of my family.  

In case you need a reminder about Generosity, here's a video I did back in May.

 

2011 05 25 - What does Wealth Management Mean 
2011 05 25 - What does Wealth Management Mean


  
Stacked Rocks 

Here in Boulder there's a guy who stacks rocks into these really cool sculptures.  He balances them and doesn't use any glue or adhesive to stack one upon another.

What's great is that he does a lot of them right here outside my office building, so if you come by my office you should definitely remind me to show you.

Here's some national coverage he's received.

Gravity Glue - Staked Rocks

  

Stacked Rocks 

 

 

  

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