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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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Greetings!
The Quarter in Review and Unintended
Consequences
The first quarter was a strong quarter, particularly for the unmanaged US stock market indexes.
But what is going on in Europe? What might the unintended consequences be of the Cypriot banking issues?
I talk about all of this in my video, so I highly encourage you to take a few minutes and listen to my thoughts.
 | | 2013 04 10 - Quarter End Review |
Graphs referenced in the video: Full Graphs |
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At least once a year I update my Form ADV with the State of Colorado.  What is that you ask? It's a form and brochure that describes what Generosity Wealth Management is, who I am, and how we do business. If you would like a copy, please click on the link below. For your reading pleasure, I also have included links to my privacy notices. How exciting is all that?
Plan Conservatively When it Comes to Social Security
One of the advantages of having a retirement  plan is that you start to understand where your sources of income will be upon retirement, and how much. Unfortunately, there is a perception by many Americans that Social Security will be a bedrock of their retirement, when in fact it is just a complement, and usually a small one at that. According to the Congressional Budget Office, someone retiring at 65 today will receive 43% of his/her annual income from Social Security. Where does the rest come from? Your investments and savings, additional job, or significantly reduced standard of living. Which would you rather have? Call me if you need help determining a retirement strategy. For the full statistics on this, click here
Shred Your Papers!
Not only is it good for protecting your identity, but shredding papers is a lot of fun!
I've rented a shredding truck for Saturday April 20th from 1pm to 4pm, and you're invited!
Come, shred, recycle, and have some refreshments. Cassidy and I would love to see you!
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Hovercraft Golf Cart
Forget all those things I write about in my newsletter that I say I want for Christmas or my birthday. I'll pass on all of them if I can have this Hovercraft Golf Cart. Seriously, how much fun does this look like?  | | Hovercraft Golf Cart |
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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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