Do you know your life expectancy? What does life expectancy really mean, and why should we care? These are the questions I answer in my video this newsletter. Therefore, you should watch my video. Hi there, Mike Brady with Generosity Wealth Management, a comprehensive, full service, wealth management firm headquartered here in Boulder, Colorado. Today I want to talk about life expectancy and withdrawals and Medicare and Social Security, etc. To be honest with you I only have three or four minutes so I’m only going to give you a little teaser and then I’m going to follow up in ... Read More
With all the discussion around Obamacare, I thought I’d include a whitepaper on planning for future healthcare. It’s pretty tricky–I’m not going to lie. I have a great program that extrapolates out into the future estimates for specific healths, age, lifestyle, tax brackets, etc. I have to admit it’s pretty cool. If you’d like me to do one for you (complimentary of course), let me know. In the meantime, here’s the whitepaper: Planning for Future Healthcare Costs Read More
It’s my belief the volatility we’ve seen in the past few weeks, months, and year will continue going forward. I also believe that more active management may make sense to take advantage of this market condition. I talk about this in my video. I also discuss the rising healthcare costs in your future and that I have software that will estimate what lump sum you may need upon retirement to fund your healthcare under certain assumptions. Fun stuff! Click on video to hear more! TRANSCRIPT: Hi there, Mike Brady with Generosity Wealth Management, here in Boulder, Colorado. And I am ... Read More
I believe that the coming 2 to 3 years will be pivotal in how our changing government relationship with medical care will affect the healthcare industry. “Duh?” you say?……. I bring this up because this is a huge part of our economy and it will have an impact on your portfolio and personal expenses. Unfortunately, the early signs are not encouraging. Recently the 23% cut in federal Medicare reimbursements to doctors has been delayed….for 1 month. To do: What is your healthcare exposure in your portfolio? CLICK FOR FULL ARTICLE: MEDICARE RATE CUT DELAYED 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.
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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.