What an interesting month! Who would have thought it would turn out to be such a good month just a short 3 to 4 weeks ago? Many people actually, if you seek out alternative voices to that which you see in the daily paper or newscast. I talk about this in this week’s video below. Also, I talk about how you should assess the level of communication in the past 2 to 3 months from your adviser. Did you hear from him/her? You sure as heck should have. Lastly, now is a great time to get back to basics. Click ... Read More
Many of you have asked who did my website. Neal Roberts over at Adrenaline Branding is the man! I’m very pleased with him and his firm, and would highly recommend you seek him out. http://www.adrenalinebranding.com/ and here’s a link directly to all their contact information http://www.adrenalinebranding.com/contact Be sure to drop by name so he owes me big time (or at least a burger and a beer)! Read More
You’ve already taken the first step to greater understanding by reading my blog. Okay, I guess that was a little self-serving, but after my blog there are other sources you should consider following for a more detailed discussion of topics than what you’ll get in your daily newspaper or newscast. Read More
By far the easiest and best chart I’ve seen to explain the European problem was published last weekend in the New York Times. If you’ve been wondering if you’re the only person confused by what all the hub bub is about, this is your opportunity to get caught up. Click for an outstanding chart on the European problem Read More
I care about you, your family, and your property. I want you to be safe. Here are 7 Mistakes that can make you a target for burglary 1. Leaving the burglar alarm off when you’re running out for a few minutes 2. Posting detailed alarm signs 3. Hiding valuables in the bedroom Click for the rest of the list……. Read More
The 3rd Quarter 2011 is over and I have a slightly longer video this week because I want to address the current environment and how things may shape up going forward. A big theme is my advice to assess your overall plan and risk tolerance, and also to ensure you’re looking at both positive and negative points of view on the markets instead of just one view over the other. I send my newsletter and videos on a weekly basis, so if you watch only a few througout the year, at least watch my more comprehensive quarterly videos. Click to ... Read More
Last quarter a client of mine asked my permission to refer his friend to me. He didn’t want to offend me by giving out my business card without my okay. I’m hereby giving everyone permission to offend me! What this conversation led me to understand is that I haven’t done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about. I work with clients seeking to grow, preserve, and distribute their wealth in an efficient manner to ensure the well being of themselves, their ... Read More
Here in Boulder there’s a guy who stacks rocks into these really cool sculptures. He balances them and doesn’t use any glue or adhesive to stack one upon another. What’s great is that he does a lot of them right here outside my office building, so if you come by my office you should definitely remind me to show you. Here’s some national coverage he’s received. 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.