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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!
Stay the Course?
Are you a "lane changer"? In traffic, he's the guy who's constantly changing lanes, expending a lot of energy but doesn't really get ahead.
We all know we're supposed to "buy low and sell high", but unfortunately your average investor doesn't do that. When we look at the flows into and out of equity funds we find that people are pouring tons of money in when the markets are high and withdrawing at market bottoms.
Why? By the time people feel comfortable with the direction of the market (investor confidence is increasing), they're looking at recent past data and many times the "upward movement" has already occurred. A little late. Same deal on market declines.
I happen to believe in active management, but you've got to be disciplined and unemotional, and that's tough to do!
In this week's video, I expand upon these thoughts and even have some pretty graphs imbedded for you. Watch it please, and don't be a investment lane changer!!
 | 2012 03 14 - Staying the Course |
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An inverted yield curve in the US has predicted 6 out of 7 worsening economic conditions in our country since 1970.
In China, we don't have the same type of statistics because of their young open economy, but recently their yield curve has "inverted".
I'm watching this and realizing it's just another of many economic indicators out of China pointing towards a slower economy.
I really don't want much (if any) exposure to the Chinese Stock Market.
This also has consequences to the whole global trade market as China is the 2nd largest economy right now. We truly are a global economy, and what affects China affects the US.
Stay tuned to my newsletters this year as the China story unfolds.
Click for the Full Article
Client?
Are you interested in talking with me about your finances and investments but not sure if we're the right fit? I have clients of all portfolio sizes, ages, employment, and stages of life. What I like to do is make a difference in someone's life. Frankly, it's just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees. Don't be shy. If you're curious about whether we'd be a right fit, give me a call and we can talk. It would be a great honor. The Story Behind Gas Prices
The price of gasoline has definitely gone up over the past month and most experts expect it to continue its rise during the spring and into the summer.
Curious about how the price of gasoline goes up and down, and why?
This is a pretty good article describing the supply of oil, refineries, delivery of gas, etc.
Read it to be informed as the summer and higher prices come upon us.
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DerDerDer
This is one of the funniest things I've seen in a long time....and only in America can you get away with it.
My wife met the creator of this unique musical instrument last week, I went to the website, and can't believe he's getting $10 per toilet paper roll instrument.
Good for him. Frankly, his sense of humor is so in tune (no pun intended) with mine that I want to buy one instead of making my own just to support his great imagination and website.
Funny. The DerDerDer |
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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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