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.
Featured In
Generosity Wealth Updates
End of Quarter Review
"Optimism is Pessimism about the dangers of Pessimism" -Tyler Cowen I recorded this month’s video on Monday September 30th, the last day of the quarter. Not only do I give a recap of what happened in the 3rd quarter, but I also reference my previous two newsletters...
Volatility and Yield Curve
Many folks are worried about market volatility and yield curve. Whether it’s an inherent worry or a byproduct of negative news coverage, it’s helpful to know what you should really worry about.
Knowing Your Bias
The stats all illustrate there is no correlation between political bias and reality. So what role is your bias playing in your investments?
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.