Archive for July, 2013

The Quarter in Review

The second quarter was a tough quarter, particularly at the end. Continued emphasis on government fiscal and monetary policies, both here and abroad, played havoc with bond, stock, and precious metal investors. It’s enough to make my hair turn white! Click on my video to get my thoughts on the past quarter (over-reaction) and the upcoming one. The year is not over! Hello, Mike Brady here with Generosity Wealth Management, a comprehensive full service wealth management firm headquartered right here in Boulder, Colorado. I’m here for my second quarter review and my third quarter preview. I wish I could sit ... Read More

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ADV and Privacy Notices

At least once a year I update my Form ADV with the State of Colorado. What is that you ask? It’s a form and brochure that describes what Generosity Wealth Management is, who I am, and how we do business. If you would like a copy, please click on the link below. For your reading pleasure, I also have included links to my privacy notices. How exciting is all that?   Form ADV Privacy Notice – Cambridge Investment Research Privacy Notice – Generosity Wealth Management   Read More

June’s Winners and Losers

          This chart is for the month of June. Need I say more? Tough month……. For more graphs and a discussion, here’s the full article. Full Article and Graphs   Read More

Betting Against the Crowd

Here’s a good paper that studies returns going back to 1920 to see how buying a country, company, or industry that has had a decline of 60% or more does for the next 3 years. Basically it’s saying there’s validity to Warren Buffet’s phrase “be greedy when others are fearful and fearful when others are greedy.” Of course, there were notable exceptions to the rule, but an interesting article and study nonetheless. Betting Against the Crowd   Read More

2013 Half Time Report

Wednesday July 16th at 6pm I’m hosting a Half Time Report. I’d love to see you, so call Cassidy to RSVP! 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.