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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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2014 Review - 2015 Preview
2014 is now over, and a new year is in front of us.
In my video (click on the image below), I briefly do a recap on 2014, and then lay out my arguments for a long term approach, diversification, and reasons why I think being fully invested is wise, particularly as I continue to be optimistic for the foreseeable future.
Click on the video below for 10 minutes of my thoughts.
 | | 2015 01 05 Year End |
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Okay, I know privacy notices and my Form ADV could be considered boring, and after the video above (which you clicked on of course), you want a continuation of the most exciting new information in the world.  Well, privacy policies can sort of be interesting, can't they? And my ADV tells you all kinds of things about me, like when I was born, where I went to school (Go Hurons!), and all about my professional registrations. It also lists my outside activities, charities and other non-profits I'm involved in. Have I sucked you into clicking on either of the links yet? Don't say I didn't try. (You know secretly want to).
Key Financial Information - 2015
A new calendar year also means a new tax year. Back by popular demand is my Key Financial Information chart as a quick reference guide for you throughout the year. I work with a number of good CPAs, so don't hesitate to contact me for guidance as a good CPA can be a valuable member of your financial planning team.
Russian Ruble Crisis: Don't Panic like it's 1998
I remember the 1998 Russian crisis well. It was near the end of the summer, and threatened to put a real damper on an otherwise excellent stock market yea  r. The "Moscow meltdown" bled over the S&P 500, which plunged 20%. There are reasons 1998 and today are different - Tough sanction in place have somewhat isolated Western investors
- Russia has a war chest of $416 billion in currency reserves today, versus very little in 1998
- Russia's currency is free floating, and not pegged to the US Dollar like in 1998. External shocks can be absorbed by the currency markets.
There are other worries in the world we can be concerned about, but Russia collapsing and spilling over to us like 1998 isn't one of them.
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Excited Puppy Spots its Owner
I'm not going to lie to you--I'm a total sucker for a cute dog video on the internet. Yeah, yeah, I know, pretty sappy eh? Every time I watch this video it makes me smile. Wouldn't it be nice to be so lucky to have an animal or person be excited to see us like this puppy is for its owner?  | | Excited puppy spots its owner |
Gosh darn it, I just watched it again and it made me smile.
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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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