Quarterly
April 3, 2012

Quick Links
Connect with us!
 
Like us on Facebook
 
View our profile on LinkedIn

 

Follow us on Twitter 

  
Join Our Mailing List

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!
   
1st Quarter Review - Am I still Optimistic for 2nd Quarter?
 

The first quarter of this year was very forgiving of any errors.  We've had low volatility, generally positive economic reports, and even Europe has been less in the news than previously.

 

Watch my video for my thoughts about the 1st quarter, and to find out if I'm still optimistic for the 2nd quarter and rest of the year.

 

2012 04 03 - 1st Quarter Review - Am I still Optimistic for 2nd Quarter?
2012 04 03 - 1st Quarter Review - Am I still Optimistic for 2nd Quarter?

 



In case you're curious about my video at the beginning of the year, here it is.

2012 01 09 - 2011 Recap and 2012 Outlook
2012 01 09 - 2011 Recap and 2012 Outlook
 

 

Volatility in the Future    

 

 
The VIX (implied volatility index) has become very steep.

The 7th contract (6 months out) is significantly higher than current implied volatility.

What does this mean?

It simply means that the market is pricing in risks of a  correction later on in the year.

Will it happen?  Nothing is for certain, and if you have a long term diversified strategy (which hopefully you do) then this may just be a bump in the road.    

Client

GWM jpg

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. 

   

   

China had a Trade Deficit in February 

 

 

China had its largest trade deficit in 22 years this past February of $31.5 billion. 

Why?  Weaker demand from Europe and the United States is one reason.  Factories being temporarily shut down due to Chinese New Year could be another reason.

Is this seasonal anomaly or one more bad sign coming out of China?

Stay tuned 
 

 

 

Pizza Ordering with Ease 

So, just in case you're too lazy to hit the pre-programmed number on your phone to order a pizza, they now have a bluetooth enabled refrigerator magnet that you push and then it automatically orders your usual pizza at the usual pizza joint for delivery. 
 
I'm glad I didn't have this when I was in college. 


 Fridge Magnet Lets You Order Pizza With Ridiculous Ease

 

 

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