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

2016 Year End Recap

“Happy Families are all alike; every unhappy family is unhappy in its own way” – Leo Tolstoy in Anna Karenina I’ve been meeting with clients for over 25 years, and every year is there seems to be some major event that causes concern for everyone. This year, it was the presidential election. One thing about ...

Don't Get Trumped in 2017

In my video this quarter (you have watched it, right?), I mention the long term nature of investing in stocks and bonds, with the presidency a relatively short term event. Don’t fall into the trap of thinking all positives or all negatives because your party (or the other party) is in power. We give too ...

Investors Often Mistake Emotion for Gut Instinct

In May I was in New York City, and the highlight by far was the interview I did with Financial Advisor IQ (division of Financial Times) on biases. It was really fun, and focused on the types of emotions and biases that investors have to be aware of and overcome. The producer liked the interview ...

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Generosity Wealth, Boulder CO

mike@generositywealth.com

+1 303-747-6455

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