Plant The Seed

Wealth Planning and its relation to peace of mind

Generosity Wealth Management In the News

Retirement Planning for Singles Can Be Extra Tough

Showing Your Clients They are Truly Appreciated

"It's my belief that people want to be treated with respect. And that is a key part. When you don't have respect between people that's where there's a lot of breakdown" - Michael Brady

7 Things You May Not Know About Social Security

"It's my belief that people want to be treated with respect. And that is a key part. When you don't have respect between people that's where there's a lot of breakdown" - Michael Brady

Recent Blogs

2017 2nd Quarter Review

“If you think in terms of a year, plant a seed; if in terms of ten years, plant trees; if in terms of 100 years, teach the people” – Confucius   The 2nd quarter of 2017 is over, and it was a good one.   Practically every non-managed stock market index was up, in almost ...

2017 1st Quarter Review

The first quarter of 2017 is over, and it was a good one.¬† The “Trump Rally” continued almost unabated, and new records for the unmanaged stock¬†market indices were made most weeks. It’s nice to have a “tail wind” behind you in your investments, but one quarter does not an investment philosophy make. In my video ...

Gold is a horrible Portfolio Hedge

For the longest time I’ve counseled against gold as a part of a client’s portfolio. I’ve heard all the arguments (“it’s a hedge against inflation”, “it lowers the volatility”, it’s real versus paper”), and I discount every one of them. The problem with Gold is that it is unpredictable, and for every instance where it ...

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Generosity Wealth, Boulder CO

mike@generositywealth.com

+1 303-747-6455

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