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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 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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While there have been some exciting one day swings in the unmanaged stock market indexes so far this year, it's actually been relatively calm, without big 5% and 10% weekly and monthly swings that we see periodically in the markets.
As of the end of the 2nd quarter, most major unmanaged indexes were about break even.
In my video, I talk about the impact Greece and China may have on the markets going forward, and how the potential interest rate hike in September may affect things. I'm not gloom and doom, so if you're looking for that, than you better watch something else!
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I've had a great time this year being interviewed by many journalists, allowing me to share my thoughts with others.
I was going to post or email each time I was quoted, but there have been so many (Wall Street Journal, Forbes, DailyFinance, US News and World Report), that I was afraid you'd think I was some media hound and it'd get boring.
So, I've added a new page to my webpage that will keep a running tally of all my mentions in the general press. You'll notice the advice I give is far ranging, which is what you've come to expect from me.
Here's my new page on the webpage.
Radio Interview with Dr. Jason Carthen
I was recently asked to be on an hour long radio show / podcost talking about ethics in the workplace.
It was titled "Navigating the Demands of Business and Remaining True to Yourself".
It was lot of fun, and the host was really engaged and enthusiastic. While he and I talk about the demands of business and how being ethical is so important, I share my life story with him, which many of you know. I am pretty open with him (as I am with everyone who is interested), sharing the ups and downs of my personal and business life.
If you want to learn more about your aadvisor, click on the link to listen to it within your browser, and I've also transcribed it and posted if for reading.
Never Invest in Something You Cannot Understand
Warren Buffett "Never Invest in a Business You Cannot Understand"
 Good advice.
I'm going to take it one step further and say "something" or "anything".
I think Wall Street has created a lot of very creative financial products out there, and some of them are good while others are bad. Mostly it depends on which "tool" you need to meet your individual goals.
That being said, just because something is complicated doesn't mean it's better, and you should definitely understand it before investing in it.
That's one of the jobs of your financial adviser, to help explain each investment you have, how it fits into the big picture, and the pros/cons of each one. Before you invest, be sure your questions are answered fully so you have confidence you're making the right move!
it's definitely something I live by, and I never recommend something to a client without full due diligence.
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I'm pretty proud of the fact I've lost 32 lbs this year, gave up all sugar, eat pretty darn good, and started Martial Arts training this January. I'm lean and mean, and your typical healthy Boulderite.
However, I absolutely love White Castle. I grew up in Michigan about 2 miles from one, and whenever I visit Mom and Dad, it's never complete without a completely disgusting night out at the Castle.
Some people love In and Out Burger. Fine. But give me White Castle any day of the year.
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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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