Archive for the ‘GWM Firm Announcements’ Category

95 Books in 2015

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 ... Read More

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Mike Brady in the News

I’ve had a great time this year being interviewed by many journalists, allowing me to share my thoughts with others. I was going to post or email each time I was quoted, but there have been so many (Wall Street Journal, Forbes, DailyFinance, US News and World Report), that I was afraid you’d think I was some media hound and it’d get boring. So, I’ve added a new page to my webpage that will keep a running tally of all my mentions in the general press. You’ll notice the advice I give is far ranging, which is what you’ve come ... Read More

Mike Brady in the Wall Street Journal

There are few things as sweet as your first mention in the Wall Street Journal. March 10th was the day Mike Brady arrived in print! Since I was written up in the TheSuit Magazine, I’ve had a number of requests for interviews, expert quotes, and general articles about how I interact with clients. I provide distinction from others in my field in the relationships I build and how I focus on the “why”, vision, and goals. Activating your creative “right brain” is just as important as the logical “left brain”. I’ve been interviewed on this recently for a technical journal, ... Read More

Privacy Policy and ADV

Okay, I know privacy notices and my Form ADV could be considered boring, and after the video above (which you clicked on of course), you want a continuation of the most exciting new information in the world. Well, privacy policies can sort of be interesting, can’t they? And my ADV tells you all kinds of things about me, like when I was born, where I went to school (Go Hurons!), and all about my professional registrations.  It also lists my outside activities, charities and other non-profits I’m involved in. Have I sucked you into clicking on either of the links ... Read More

ADV

I think it’s been awhile since I’ve included my government required ADVs to you, so well, here they are! You want to know something about me?  It’s probably in there.  You want to know more?  Just give me a call — I’m an open book!   ADV Brochure    ADV Brochure 2A   Read More

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ADV and Privacy Notices

I will soon be changing my Investment Advisory Representative (IAR) affiliation from my own state Registered Investment Advisory Firm to a SEC Registered Investment Advisory firm (Cambridge Investment Research Advisors, Inc.). I will continue to use Generosity Wealth Management as my “doing business as”, with the same logo, email address, phone number, etc. Besides my disclosures changing, it will be mostly transparent to existing clients. Fees, management, investments, account numbers, etc. are all the same. I am doing this to simplify my business, and with additional regulatory requirements and costs, the economies of scale simply aren’t there for firms of ... Read More

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ADV and Privacy Notices

I recently updated my Form ADV with the State of Colorado due to bringing in a business partner. In a future newsletter, I’ll highlight him and share with you a little more about how he complements my business and what I’m doing for you. What is an ADV 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? ... Read More

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

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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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

Shred Your Papers!

Not only is it good for protecting your identity, but shredding papers is a lot of fun!  I’ve rented a shredding truck for Saturday April 20th from 1pm to 4pm, and you’re invited!  Come, shred, recycle, and have some refreshments. Cassidy and I would love to see you! Shredding Day Invitation     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

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

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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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

Please “Like” me on Facebook

If you’re looking for my current thoughts in between newsletters, I encourage you to “like” my business page on Facebook. It’s at http://www.facebook.com/GenerosityWealth While I’m reading articles and doing research during the week, I post links to share with you. Check it out!   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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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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Disclosures

I’m sure you’re saying to yourself “I sure wish Mike would share with me his required brochure and related privacy notices”. I’m here to fulfill your wishes! Here they are! Enjoy!!!! Generosity Wealth Management Brochure Generosity Wealth Management Privacy Notice Cambridge Investment Research Privacy Notice Read More

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