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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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What is Generosity Wealth Management's
Dynamic Value?
It's been my experience that when people don't reach their financial goals it's not because they failed to buy stock A over stock B, or bought this mutual fund over another.
Most of the time, it's the bigger questions they've failed to answer, like "am I spending more than I earn?" or "what happens if I lose my spouse?".
What is the dynamic value Generosity Wealth Management brings to the table? A = helping clients answer and address these issues, and keep the big picture in mind.
For a full discussion of this, listen to my short video where I expand on these ideas.
 | | 2013 06 14 - What is GWM Dynamic Value? |
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Farewell 3% Mortgage Rates
Mortgage rates are going back up, and will more than likely stay up.
However, they're still very low from a historical point of view, with the normal being over 5.5%
Why the increase?
1. The Fed is going to stop bolstering the housing market
2. The economy is no longer reeling
3. 3.3% rates were unprecedented
For a deeper discussion of this, click on the link below
Financial Illiteracy
Americans' grasp of concepts such as investment risk and inflation has weakened, lower than 2009, according to research reports.
On the flip side, confidence is still high, and many people gave themselves high marks for managing their finances even as they were using payday loans or over-dawing their checking accounts.
As my video above discusses, understanding some of the "big issues" can determine the success or failure in reaching your goals.
You obviously have higher than average financial knowledge (because you're reading my newsletter), but still let me know if I can help you or someone you know, in tackling all financial decisions.
Full Article
Stock Market up 600%, but no Toilet Paper
Nothing illustrates the point that the stock market doesn't always reflect properly the underlying strength of an economy than the Venezuelan stock market.
Scarce basic necessities, but a stock market up over 600%.
Disconnect? Bubble? Probably a yes on both.
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Stay Cool under Pressure
 | | Star Spangled Banner Cymbal Fail -- 2013.05.18 |
I love this video because it shows a young man staying cool under pressure.
The cymbal breaks during a performance of the "Star Spangled Banner", and instead of panicking, he calmly places his remaining cymbal on the floor and salutes the flag for the remainder of the performance.
I know it's just a small event memorialized forever in a YouTube video, but it's a reminder to me that when the unexpected happens, stay cool, and trust your instincts to do the right thing.
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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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