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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 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!
Current Thinking with Uncertainty in the Air
There are few things the stock and bond markets hate more than uncertainty. Currently, part of that uncertainty is the unraveling of the European Monetary Union and the impact that will have on us here in the United States.
Since the beginning of the year (see January and April videos in particular) I have been optimistic, but I have to say my enthusiasm for this market is waning. The summer months, historically difficult in themselves, have me concerned with lower GDP numbers, continued unemployment leading to the election, but most importantly concerns about the debt problem in Europe and domestically.
I'm adjusting my portfolios accordingly.
Click to watch my video.
 | 2012 05 16 - Current Thinking with Uncertainty in the Air |
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Please "Like" me on Facebook
If you're looking for my current thoughts in between newsletters, I encourage you to "like" my business page on Facebook. It's at http://www.facebook.com/GenerosityWealthWhile I'm reading articles and doing research during the week, I post links to share with you. Check it out!
Waving the White Flag
John Mauldin is one of my favorite newsletter writers. This week's newsletter speaks exactly to what my video above addresses--the elephant in the investment room is Europe. I highly encourage you to set aside 10 minutes to read this weekend's newsletter. It goes into greater depth than I can in the 3 to 4 minutes for my video. Europe is the concern as we enter the dull summer months. Planning for a 30 Year Retirement
With increasing life expectancies, there is a very real risk of outliving your money or not living in the lifestyle you'd like.
This article is how to plan for a 30 Year Retirement, with some great suggestions about the retirement plan you create.
One of the best things I do for my clients is the planning, creation, and monitoring of a retirement plan. This is not only before retirement, but after as well.
If you don't have a retirement plan already, my best advice is to get one as soon as possible, and I'm always here to help.
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Monopoly Return on Investment
So, have you ever wondered what the best places (in terms of return on your investment) in the game of Monopoly are?
Who would have thought it's Connecticut Ave at 162.2% with a hotel? Mediterranean is the worst at 80.6%
Boardwalk and Park Place? 142% and 111%.
On those rainy summer evenings, I encourage you to perfect your Monopoly game!
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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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