Humility, like gratitude, is not so much a technique as it is a way of life." - Ed Latimore. New Year, same tried and true financial plan. While your goals may change, having a steady and reliable plan is crucial all year round. In our latest video, Generosity Wealth...

t’s important to keep the big picture in mind when looking at your financial investment portfolio performance. The first 6 months of 2021 were good, the last 3 have been pretty much break even and the final 3 months of the year have yet to be determined. While things are positive in the unmanaged stock market index and bonds and zero in the cash/CDs, when we look at the big picture we see that we need to stay the course and remain confident in our long-term plan.

Every year there is a reason for there to be pessimism, if pessimism is what you’re looking for, conversely the same is true for positivity. The future is unknown, however our attitude and resolve doesn’t have to be.