Mike Brady in the Wall Street Journal

Mike Brady in the Wall Street Journal

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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, and will share it with you once available.

Anyway, if you want to see your advisor/friend in the Wall Street Journal, I’m just a click away!

Link to The Wall Street Journal

Great Article on Generosity Wealth Management

Great Article on Generosity Wealth Management

Generosity article

TheSuit Magazine did a nice article about me, my company, and some of my beliefs in their most recent edition.

I don’t often get interviewed, so it was a fun experience.  He got a few things wrong (I was not actually in Africa for 2 years straight but rather kept going back periodically over that 2 year time frame), but overall got it right.

I love my clients, company, and am having a lot of fun while trying to make a difference.  Hopefully it shows.

FULL ARTICLE – PDF

Link to TheSuit Magazine

What’s Your Philosophy?

In my video today, I discuss “what’s your philosophy?”. I don’t mean stock investment philosophy, I’m talking about what you value in your investments.

Liquidity, transparency, marketability. These are core values of mine.

But, others can have a different approach with different importance placed on certain criteria, and that’s okay! What works for you doesn’t have to work for them, and vice versa.

For a full discussion of this, listen to my 4 minute video.

 

ADV and Privacy Notices

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.

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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?

Form ADV

Privacy Notice – Cambridge Investment Research

Privacy Notice – Generosity Wealth Management