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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 second quarter was a tough quarter, particularly at the end. Continued emphasis on government fiscal and monetary policies, both here and abroad, played havoc with bond, stock, and precious metal investors. It's enough to make my hair turn white!
Click on my video to get my thoughts on the past quarter (over-reaction) and the upcoming one. The year is not over!
 | | 2013 07 08 Quarter Review Preview |
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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?
June's Winners and Losers
This chart is for the month of June. Need I say more? Tough month....... For more graphs and a discussion, here's the full article.
Betting Against the Crowd
Here's a good paper that studies returns going back to 1920 to see how buying a country, company, or industry that has had a decline of 60% or more does for the next 3 years.
Basically it's saying there's validity to Warren Buffet's phrase "be greedy when others are fearful and fearful when others are greedy".
Of course, there were notable exceptions to the rule, but an interesting article and study nonetheless.
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2013 Half Time Report
Wednesday July 16th at 6pm I'm hosting a Half Time Report. I'd love to see you, so call Cassidy to RSVP!  |
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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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