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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 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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Thoughts After a Tough Month
Sorry in advance for a longer than usual video this month (7.5 minutes), but I have some charts and graphs in there to provide some context for the slow ride down in the un-managed stock market indexes that we saw for May.
The question we always have to ask ourselves is "what is this telling us?" and "what does this mean for the future?".
Click to watch my video.
 | | 2012 06 07 - Thoughts After a Tough Month |
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The Unemployment Rate increased to 8.2% this past week and will continue to be one of the biggest pieces of news this summer and leading up to the election. The problem with the number is that the employment - population ratio has a huge impact on it and it's been shrinking. If you've left the job market, either through retirement, going back to school, or simply not looking for a job in the past 4 weeks, then you leave the eligible job pool. It has been shrinking for quite some time, and artificially makes the official job numbers look better than they really are. With Baby Boomers leaving the force in record numbers, some of this is to be expected, but it doesn't account from the whole picture Here's a good article for a full description. Estate Taxes Going Up?
Currently, estates under $5 million are exempt from estate taxes. Next year, barring congressional action, the exemption level falls to $1 million and the top rate rises to 55% In an election year, this is a hot potato. For years the exemption amount was unchanged at $600,000 but in the past 12 years or so it has continually gone up and down without much thought to the long term strategy. How can we, as investors and tax payers, properly plan our estates when the rules keep changing? Read the following article for more information. Don't Buy on Hype 
I have no idea what Facebook stock will do over the next 2 to 10 years. I hope it does great.
That being said, the above chart is the reason you don't buy on hype or let your emotions lead your investment mind.
Be the smart money. Do your homework. Know why you buy a stock, under what conditions you'll sell it, and be sure it's part of a long term diversified strategy.
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Wonder Twin Powers Activate
 If you've ever met my wife, you'll know that she and I have many physical characteristics in common. Tall, blond hair, etc.
As a matter of fact, we've had a number of people ask if we're brother and sister before finding out we're actually married.
As a joke, at times we call ourselves the Wonder Twins. If you don't know what that means then you probably didn't watch Saturday morning cartoons in the 1970s.
Sometimes we'll even put our wedding rings together and say "Wonder Twin Powers Activate".
We think we're pretty funny.
 | | Wonder Twins Powers Activate! |
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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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