What does “Wealth Management” mean, and what do “Wealth Managers” do that is different from other advisers? Why did I name my company “Generosity Wealth Management”. I’m glad you asked, because I answer these fine questions in a 3.5 minute video below. I encourage you to click on it and listen. TRANSCRIPT: Hi Clients and Friends, Mike Brady here. This week I want to talk about wealth management and wealth managers and how that might be different than a money manager. And then I’m going to talk a little about why is my company called Generosity Wealth Management. Wealth management ... Read More
According to this article, you can withdraw 4.5% out of taxable accounts per year and your money will last at least 30 years under most scenarios. I don’t have his supporting material to double check his numbers, but I do know there are a lot of variables involved in coming to this conclusion. Do you know what your number is for retirement? Contact me and I’ll try to help you figure that out. LINK TO FULL ARTICLE Read More
What are 10 things you can look at in your financial life that can immediately save you money? This article sheds light on 10 of the most popular money wasters in the US, from ATM fees to the Lotto to cigarettes. Interesting article….. LINK TO FULL ARTICLE Read More
This article is good because it talks about Household and Consumer Debt as the underlying problem with our financial problems, not the banking regulations. I happen to agree personal consumer debt has been a huge problem for our country and will continue to be a major factor in the next crisis. What can you do? Get your personal debt under control and as low as possible. If you need help with strategies around this, please let me know me. LINK TO FULL ARTICLE Read More
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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.