Archive for January, 2013

The Year in Review- The Year in Preview

Out with the old and in with the new! 2012 had some ups and downs, but ended up in the positive territory for the un-managed stock market indexes. My outlook for 2013 is not quite as optimistic as it’s been the past few years for a number of reasons. In my video, I recap 2012, provide some thoughts on 2013, and discuss my philosophy how different strategies should be considered going forward. TRANSCRIPT: Good morning! Mike Brady with Generosity Wealth Management, a full-service, comprehensive wealth management firm headquartered right here in Boulder, Colorado, and I am the President. Today, I ... Read More

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2013 Tax Rates and Fiscal Cliff Changes

Here are a number of articles discussing the changes from 2012 to 2013 due to the last minute tax negotiations. The negotiations led to a wide ranging set of changes, that will affect most every American. Your Taxes Under the Fiscal Cliff Deal Everything You Need to Know About the Fiscal Cliff Deal The Good, The Bad, and The Ugly From the Fiscal Cliff Deal     Read More

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Client?

Are you interested in talking with me about your finances and investments but not sure if we’re the right fit? I have clients of all portfolio sizes, ages, employment, and stages of life. What I like to do is make a difference in someone’s life. Frankly, it’s just as rewarding for me to work with a young couple who are serious about planning and saving for their future as it is to manage portfolios and wealth for business owners and retirees. Don’t be shy. If you’re curious about whether we’d be a right fit, give me a call and we ... Read More

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Want More Articles During the Week?

On average, 2 to 3 times per week I post articles and comments on Facebook, LinkedIn, and my Twitter account. Want to know what I think is interesting? I highly recommend you follow me for immediate constant access to thought provoking articles. Facebook- Generosity Wealth Management LinkedIn- Michael Brady Twitter- Generosity WM   Read More

Introducing Cassidy Murphy

My staff is expanding, and I’m pleased to say my wife is one of those additions! She really brings lots of energy and organization to my firm. When you call or stop by, please be sure to warmly welcome her! A native of Wyoming, Cassidy moved to Colorado to attend the University of Colorado, Boulder. She graduated from CU Boulder with a degree in International affairs. Cassidy delved into volunteer work early in Boulder by connecting with women’s clinics and teen counseling. She then became a clinic assistant trainer for a nationwide medical provider as well as a co-manager of ... 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.