Quarterly
January 8, 2013

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303.747.6455
Mike Brady


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!
   
The Year in Review - The Year in Preview
 

Out with the old and in with the new!

 

2012 had some ups and downs, but ended up in the positive territory for the un-managed stock market indexes.

  

My outlook for 2013 is not quite as optimistic as it's been the past few years for a number of reasons.

 

In my video, I recap 2012, provide some thoughts on 2013, and discuss my philosophy how different strategies should be considered going forward. 

  

 

2013 01 08 - Year End Review and 2013 Preview
2013 01 08 - Year End Review and 2013 Preview

 

 

 

2013 Tax Rates and Fiscal Cliff  

Changes       

 

Uncle Sam Taxes  
Here are a number of articles discussing the changes from 2012 to 2013 due to the last minute tax negotiations.

The negotiations led to a wide ranging set of changes, that will affect most every American.

Your Taxes Under the Fiscal Cliff Deal

Everything You Need to Know About the Fiscal Cliff Deal

The Good, The Bad, and The Ugly From the Fiscal Cliff Deal  

Client

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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. 

     

Want More Articles During the Week?     

 

On average, 2 to 3 times per week I post articles and comments on Facebook, LinkedIn, and my Twitter account.

Want to know what I think is interesting?  I highly recommend you follow me for immediate constant access to thought provoking articles.


 

 

 

Introducing Cassidy Murphy 

My staff is expanding, and I'm pleased to say my wife is one of those additions!  She really brings lots of energy and organization to my firm.  When you call or stop by, please be sure to warmly welcome her!
Cassidy

A native of Wyoming, Cassidy moved to Colorado to attend the University of Colorado, Boulder. She graduated from CU Boulder with a degree in International affairs. Cassidy delved into volunteer work early in Boulder by connecting with women's clinics and teen counseling. She then became a clinic assistant trainer for a nationwide medical provider as well as a co-manager of a local medical clinic. Cassidy married Michael Brady in 1997. She went to law school at the Wyoming College of Law and graduated in 1999. (Mike and Cassidy learned the commute between Laramie, Wyoming and Boulder very well.)  

 

Cassidy began her law career as a law clerk for a very busy District Court Judge in Jefferson County. She later moved to the Boulder District Attorney's Office. As a Deputy District Attorney she specialized in domestic violence recidivism. In addition to a full trial docket and large case load, she was a trainer for all of the law enforcement agencies in Boulder County as well as Boulder Police Department's Citizens' Academy and women's shelters throughout Boulder County.

 

After the DA's Office Cassidy became General Counsel for Tartoosh Environmental. This local business is devoted to assisting Native American tribal communities identify their needs, resources and the business structures necessary to building sustainability and assisting project developers to identify tribal communities who may need their services. Tartoosh also helps project developers navigate Native American tribal law and important tribal community standards, traditions and needs.

 

Cassidy is a Board member of Peacemaker Institute. Through this local non-profit, she became a facilitator for peace circle groups in Auschwitz and Berkenau in Poland and Rwanda. Along with Peacemaker founder Fleet Maull, Mike and their Rwandan partners, she developed an international Bearing Witness Retreat in Kigali, Rwanda.

 

Cassidy is a local Rotary Club Member, participating in the World Community Service committee and a mentor for students in the Adelante program at Boulder High School. She's been known to do some rattle snake wrangling for her neighbors, loves reading and photography and is devoted to Mike and their super sweet standard poodle, Mulder.

 

 
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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