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Connect with us!
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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. Diversification and Asset Allocation Strategies do not assure profit or protect against loss in a generally declining market |
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Current Thoughts
The school year is before us, the summer is over, and the year is winding down.
I continue to be bullish for the rest of the year. I give my reasons in my video.
As always, if data changes as the next 4 months unfolds, I will be here to let you know if and how my analysis changes.
You really should watch the video.........
 | | 2012 09 06 - Current Thoughts for the Rest of the Year |
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Last June I sent out a short survey to my existing clients to solicit feedback.
I want every client to have a "5 star" and "10 out of 10" experience with me.
A big thanks to everyone that responded, and please know I take the feedback very seriously. I know I'm doing some things well, and with other things I could use some improvement.
Over the coming year my clients will start to see some enhancements to my business and offerings for them.
I'm committed to each of you, and thank you for being my client. European Under 25 Unemployment
Yikes. Over 50% unemployment for youth in some countries?
Not good. This causes me anxiety for the continent in the coming years.
Read the following article for more information.
What to Tell Your Kids About Your Money
I usually recommend to my clients that they start to discuss their situation with their children once they're of adult age.
That doesn't mean the nitty gritty details need to be disclosed, but generalities and some of your estate wishes can be shared.
If any inheritance will be unequally shared, I definitely recommend a reason be given while you're living, since after you've died the child will make up their own reason. Many times the disparity is out of love (one child needing more help than another more capable) but you definitely don't want the child to come to the wrong conclusion, like they were loved less.
Here's a nice article talking in depth about how some people are approaching it.
What to Tell Your Kids About Your Money
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Mulder
Yep, that's my boy Mulder! Coming up on 4 years old this December. |
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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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