The Guidance You Need as You Work Toward a Happy, Healthy Long-Term Relationship with Your Money
Our Philosophy
Goals
Together we’ll define what you want your wealth to accomplish.
Plan
Once goals have been determined, we’ll create a plan to help get you there, while allowing you to sleep easy at night.
Discipline
We will guide you on how to stay consistent and disciplined as we strive to achieve your financial goals.
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Generosity Wealth Updates
Math and Humility
The market took a deep dive as the Coronavirus pandemic broke loose, but contrary to what many pundits believe would happen, the market is rebounding quite well so far. We have regained a significant amount of what was given up at that time. Let’s take a look at the math, it’s important to know how it works. And we’ll also talk humility – the future; it is inherently unknowable.
Healthy Body, Healthy Portfolio
Just like you need to be healthy in your body, you have to be healthy in your portfolio. How are these analogous you ask? Well, simple. In both you have to be proactive, not reactive. For your health you eat properly, stay hydrated and get plenty of exercise (or so we hope!), the same goes for your portfolio. You plan and diversify to ensure that, should one day an event cause a bit of “sickness,” both you and your portfolio, will have the strength and fortitude to regain health quickly.
Risk – Eliminate or Minimize
The question is “do you not invest because you’re worried about the downside?” I would say no, you don’t. You do everything you can to try to reduce the probability of that happening or prepare yourself for it’s a part of it but yet is the probability much greater that the desired outcome that I want will be there for me.
Put Your Wealth to Work for You
885 Arapahoe Ave.
Boulder, CO 80302
303-747-6455
Let’s test our compatibility, connect with us today for a complimentary phone consultation.
Check the background of this investment professional on FINRA’s BrokerCheck.
Generosity Wealth Management
885 Arapahoe Ave.
Boulder, CO 80302
303-747-6455
mike@generositywealth.com
SMALL PRINT
Check the background of this investment professional on FINRA’s BrokerCheck
Registered Representative of and securities offered through Cambridge Investment Research, Inc. Member FINRA/SIPC to residents of: Alaska, Arizona, California, Colorado, District of Columbia, Florida, Indiana, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Tennessee, Texas, US Virgin Islands, and Wyoming.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Generosity Wealth Management, LLC and Cambridge Investment Research, Inc. are not affiliated companies.