Dynamic Asset Allocation Coming Soon

Within the next few weeks you’ll hear more and more about some of the enhanced investment management techniques here at Generosity Wealth Management.

There are different types of investment management strategies, and it’s my goal to have a portfolio of them for my clients.

That’s enough of a teaser for now, but more will be forthcoming in the next couple of weeks.


Asset allocation and diversification strategies cannot assure profit or protect against loss.  Past performance does not guarantee future results.

The information being provided is strictly as a courtesy. Our company makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you assume total responsibility and risk for your use of the sites you are visiting.

The Dow Jones Industrial Average is an unmanaged, price-weighted index of 30 large capitalization stocks with dividends reinvested.

The Standard & Poor’s 500 Index (“S&P 500”) is an unmanaged, market capitalization weighted index of 500 widely held stocks, with dividends reinvested, and is often used as a proxy for the stock market.

The Nasdaq Composite is an unmanaged, market capitalization weighted index of stocks listed on the Nasdaq Stock Exchange, and are reported as price return without reinvestment of dividends.

Indexes are often used as a proxy for the stock market and cannot be invested in directly.