August 24, 2015

Quick Links
Connect with us!
 
Like us on Facebook
 
View our profile on LinkedIn

 

Follow us on Twitter 

  
Join Our Mailing List

303.747.6455
Mike Brady


Money can and should do good things:  for you, your family, and the causes you believe in

 

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 

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  

   
Time Horizon, Plan, Conviction 
  
"I never said it'd be easy-I only said it'd be worth it"--Mae West.

That's what I think about when I think about investments. 

Yes, the unmanaged stock market indexes are making the news, but the whole reason we have a plan, discuss the time horizon, and determine our conviction is because these events happen.  Always have, and always will.

History has shown us that those who ignore and then over-react are the ones most hurt.  I don't do that, and I wouldn't want any of my readers to do that either.

For my full thoughts, click below for the video.
    

 

2015 08 24 - Time Horizon, Plan, Conviction
2015 08 24 - Time Horizon, Plan, Conviction

  

 

The Cost of Getting Scared out of Stocks in 1998  

 
Emerging Markets cratered 40%.  Commodities fell over 25%.  The dollar rallied over 20%.  Asia looked like it was falling apart.  The US Stock Market fell 18%.

I'm not taking about now, I'm talking about 1998.  Right before the US had the best GDP growth rate of the recovery.

Things that appear so obvious are not always so.

 

Why Stocks are Tumbling 6 Years into the Bull Market     

        

The largest weekly decline since 2011, leaving the unmanaged stock market indexes close to "correction" territory.

 

What are the reasons?   China, Oil, Disappointing Profits, 200 Day Moving Average, and Interest Rates.

 

In a follow up video this week, I'll start to dissect each and give you my opinion about the long term effect of each.

 

I like to look at long term effects, not short term gyrations.  The fluctuations have always been there, and always will be.

 

Full Article - Why Stocks are Tumbling 6 Years into the Bull Market 


Retirement Fear:  Inflation
 

There are a number of risks we have to take into consideration when planning for the future.

 

Nervous

There are the "tangible" ones that we can quantify, and the "intangibles" that are there but harder to see.

 

Inflation is a real cost.  If you don't believe me, remember what your first home cost?  What was your salary when you joined the workforce?

 

It will probably be very similar in the future as inflation has been a constant for many years.

 

Have you taken inflation into consideration when calculating your retirement plan?   

   

13 Reasons "Star Wars:  A New Hope" is the Greatest Movie Every Made   
  
 
Okay, the new Star Wars comes out this December, and I'm pretty sure it's going to be awesome.

Who's with me here? 

While we countdown to the new movie, here's a list of 13 reasons the original is the greatest movie every made. 

  13 Reasons "Star Wars: A New Hope" is the Greatest Movie Ever Made


GWM jpg
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