|
Connect with us!
|
303.747.6455
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. Diversification and asset allocation strategies do not assure profit or protect against loss in a generally declining market |
|
| Greetings!
3rd Quarter Review - Heading into the Election
The 2nd quarter distinguished itself by significantly increased volatility and ultimately seeing the unmanaged stock market indexes down.
Those same market indexes are still up for the year, and it's my belief they will end the year positive, but with continued volatility.
November is the big election here in the United States, and regardless for whom you feel is better and hope will win, the market likes a reduction in uncertainty. At that point, at least some semblance of planning can be done for a few years by the private sector as it analyzes the tax and regulatory environment it may find itself.
Europe is unwinding, unemployment is still high, and Asia is slowing down. Profitability is high in our largest companies, cash balances on large multi-national corporations are huge, and creative destruction is in full bloom.
All adds up to some volatility.
Watch my video for a more detailed discussion
 | | 2012 07 02 - 3rd Quarter Preview |
|
|
|
I've met with literally thousands of people over my 21 year career. Many people have asked "how can I be rich?". The question is so difficult to answer. Besides the obvious "win the lotto" and "hope you inherit tons of money", most of us will increase our probability of reaching our goals if we simply spend less than we make, save religiously, invest wisely, and avoid catastrophic financial events. Your ability to make saving a habit is one of the first steps. Perhaps you're already a good saver. Whether you're a great saver or wish you could be better, I encourage you to click on the below link for some great tips. 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. Winners and Losers for the 2nd Quarter 2012 
Much of the unmanaged stock market index gain for 2012 was in January, April, and June. May was brutal.
In my opinion, you must have a well diversified, long term strategy for your portfolio and for reaching your financial goals.
Do you have a plan and strategy you're comfortable with? If the answer is "no" in any form, I encourage you to call me so we can discuss what needs to happen in order for you to emphatically answer "yes!" to that question.
Full Article on Winners and Losers for the 2nd quarter at the link below.
|
|
163 Days until the release of
The Hobbit Movie
Haven't you figured out yet that my wife and I are total nerds? We love J.R.R. Tolkien, and the Lord of the Rings movies are among our favorites. On December 13th the first of 2 prequels come out. The Hobbit: An Unexpected Journey. Just FYI, I plan on annoying you for the rest of the year about this movie.  | | The Hobbit Official Trailer #1 - Lord of the Rings Movie (2012) HD |
|
|
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
|
|
|
