Generosity Wealth Management
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Dubois, Wyoming Cabin
In today's technological world, as long as I have internet and a phone, I'm able to run my business from anywhere. This summer I'm fortunate to spend much more time in our Wyoming cabin now that it's fully outfitted as another office, just like my Boulder one. In...
Retirement Planning for Singles Can Be Extra Tough
“Since singles don’t have a spouse to hold them accountable or help them create and stick to a plan, this financial team can assume those roles and keep them on track,” - Michael Brady Retirement Planning for Singles Can Be Extra Tough 5/25/216 -...
Investor Behavior in Up, Down, and Sideways Markets
The 1st Quarter 2016 is behind us, and boy was it a volatile one! My video today is addressing the very common human behavior when things don't seem to be moving in the direction we want. When we look at the past 2 years or so, we've been in much of a "sideways"...
How to Avoid the Problem of Short-Termism
As a follow up to my video above, I like the article below because it talks about the tendency to judge financial markets in periods that are so short that it results in higher fees, higher taxes, and lower average performance. With the 24 hour news cycle, news...
Negative Interest Rates
One of the interesting things in the past year is the very clear awareness that low oil prices are not all good, and that there is a negative aspect as well. Same deal with interest rates. While it's nice to have low cost of borrowing, a negative interest rate could...
U.S. Stocks were positive 73% of the time
With an unmanaged stock market index going back to 1926, 73% of the time U.S. Stocks were positive. When you add in the "slightly negative" column of declines from 0 to 10%, that adds up to about 87% positive or slightly negative. The future could absolutely be...