The Guidance You Need as You Work Toward a Happy, Healthy Long-Term Relationship with Your Money

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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

What, Why, When

We’re all under strict stay-at-home restrictions now and trying to make predictions about an unpredictable situation. In today’s video we take a look at what we are seeing in the market and the economic factors at play; when we might see a rebound and; why we are seeing such a strong impact as a result of an unprecedented health situation.

March 23, 2020 Market Update: Fear

One thing we hear, especially during challenging times like these is, “I just don’t want to lose it all. I’m fearful of losing all of my portfolio.” In a diversified portfolio you are invested in hundreds to thousands of various things whether it be stocks or bonds, no matter a conservative portfolio or an aggressive, it should be diversified. So let’s unpack the fear of “losing it all.”

March 22 Market Update

It’s been another tumultuous week with what looked like a healthcare crisis, rapidly bleeding into what could be a serious financial crisis. From our last video not even 7 days ago, things within our economy have come to a screeching halt and rebounding from this could present another challenge in itself.

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.

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