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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, Cambridge Investment Research Advisors, Inc. a Registered Investment Advser
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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First Quarter and into the
Rest of the Year
The first quarter is now behind us, but all the excitement happened in the first week of April!
After reaching new highs, the unmanaged stock market indexes pulled back a little bit, so the question we have to ask ourselves is "what does this mean for the rest of the year?".
Good question, and one I answer in the below video
 | | 2014 04 10 1st Quarter Review |
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One third (1/3) of workers and retirees have less than $1,000 in savings and investments in their retirement nest egg. Only 44% have done a calculation to find out how much they should be saving.  With longer life expectancies, your retirement years can be the best years of your life, but outliving your money is a real risk! One of the biggest and best values I bring to clients is the ability to put the pieces of retirement planning together, and chart the progress along the way. Please contact me if you feel I can help you with your retirement planning.
Gas Taxes Across the Country
Summer is right around the corner, so I thought I'd share the really cool chart above (and link below for interactive) for the various state gas taxes across the country. As a side note, I'm curious to see how gas taxes are addressed by states going forward. With higher fuel efficiency and hybrid technology, gas tax revenues are down since people are buying less gas.
Some Words to Live By
I saw the below in a blog by Seth Godin (who I absolutely love), and it really struck home to me. They're definitely words of wisdom that I try to put into my practice as I'm working with clients and living my life
"Most of the time, people don't want a refund or a bonus. What they really want is for you to hear them and to do the right thing. What if every manager and every customer contact in your organization bought into that?
Here are some things you can do that don't cost any money (but they certainly require effort):
- Treat your employees with care and respect
- Be consistent in your actions
- Keep your promises
- Grant others their dignity
- Give credit
- Take responsibility
- When wrong, offer a heartfelt apology
- Don't be a jerk
- Take the time to actually listen to people
- Volunteer to handle the issue
- Care"
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Every Conference Call in Real Life
This is probably a little funnier for those of us still in the workforce, as conference calls and webinars are now a part of life. Disturbingly, this video is so right on. Funny.  | | A Conference Call in Real Life |
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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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