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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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5 Questions at the end of 2015
This is my year end video, and it is one of the most important I've done in some time. It is a reminder of some of the basics and foundations of investing!
I answer 5 questions that investors are probably asking themselves right about now
- What happened in 2015?
- Is this normal?
- Do I have the right investments?
- Will next year (2016) be different?
- What should I do?
Especially if you're my client, you need to watch the video to get my answers.
Click on the video
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The Year Nothing Worked: Stocks, Bonds, Cash Go Nowhere
Please watch my video above as it provides the multi-year context for 2015.
Markets go 3 directions - up, down, sideways. This year was a "pause" year of basically sideways, and in the multi-year look, something that happens periodically but frustrating nonetheless.
Click here for the full article
Why the Bull Market in Stocks Isn't Dead Yet
There are endless things to worry about. As a matter of fact, in my 24 years of being in business, I can't remember a year when I wasn't worried about something.
However, you've got to keep that in check. As the graph below in the next article will show, if you are constantly running from the bad years, historically you've missed out on the vast majority that are positive.
I think 2016 will be another one of those positive years, but if I'm wrong, I'll keep to the diversified principle that I believe makes sense.
Full Article - Why the Bull Market in Stocks isn't Dead Yet
U.S. Stocks were positive 73% of the time 
With an unmanaged stock market index going back to 1926, 73% of the time U.S. Stocks were positive. When you add in the "slightly negative" column of declines from 0 to 10%, that adds up to about 87% positive or slightly negative.
The future could absolutely be different, and you have to ensure it fits with your individual goals.
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Time for my annual book review, and in 2015 I ended up reading 95 books, less than the 118 in 2014 but I also had a pretty busy year (lost 40+ lbs, started martial arts, expert in over 40 different publications, etc.).
54% were fiction 46% non-fiction. 70 of the books I rated 4 or 5 stars, so I chose well. I read 11 personal development books, 15 business, and 18 general non-fiction.
My favorite fiction was probably Genesis Extinction Point #4, which doesn't help you if you haven't read books 1-3. It's a dystopian view of a plague brought by an invading alien race. Totally didn't know where it was going, and very creative.
My favorite personal development book was Extreme Productivity, which taught me the OHIO principal Only Handle It Once. My favorite business book was How Winning Works by Robyn Benincasa, an extreme sports professional I saw speak in August. My favorite general non-fiction was American Icon, a book about Ford Motor Company in the 2000s. Fascinating.
My least favorite book by far was Tony Robbins' Money Master the Game. Horrible writing, horrible analysis and conclusions.
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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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