|
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!
Diversification or Dilution
I'm a believer in Diversification as a component of any long term investment strategy. One of the most famous money managers of all time, Peter Lynch, once said "I love all my stocks--that's why I own them--but I know 20% are going to be dogs and disappoint me. I just don't know which 20%".
This is a key investment strategy.
This week's video I talk about Diversification and Dilution. Are you truly diversified?
 | | 2012 07 26 - Diversification vs. Dilution |
|
|
|
August 20th is a pivotal date when 3.8 billion Euros are due from Greece to the European Central Bank. The IMF is saying that if this isn't paid, they'll stop loaning money to Greece. Once the IMF is done with Greece, will the European Monetary Union be far behind? In my opinion, Greece will exit the Euro sooner rather than later, and this is good for the long term strength of the Euro. How will this affect our US markets? Always the big question. More stability and stronger private balance sheets makes the US a better investment I believe. Here's a good article for a full description.
10 Myths About College Planning
This is a good article about 10 Myths about college planning, many of which I've addressed with clients over my 21 years. Is there endless financial aid available out there? Is it better to spend the extra money for a top tier school for the networking? Should you use your retirement funds to pay for your kids' education? Read the following article for more information. Where to get your Social Security Statement 
A number of years ago the Social Security Administration started to mail out statements every 2 years near your birth date.
This is great for your financial planning.
I recommend you review this every time you receive it, and you can even get different iterations based on hypothetical future earnings right at the Social Security site.
I highly recommend a retirement analysis, and part of that analysis has to be projected Social Security benefits.
Here's where to start
Where to Get Your Social Security Statement
|
|
How to Stay Dry In the Rain
 I aim to solve all life's problems, financial or otherwise.
To that end, when it rains, will you stay drier by running through it quickly or by walking slowly?
Inquiring minds want to know.
Fortunately, we have physicists who have written multiple papers on this.
So, which is it? Full article describing the papers at the link.
|
|
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
|
|
|
