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Empty pockets never held anyone back. Only empty heads and empty hearts can do that. – Norman Vincent Peale

Generosity Wealth Management provides you with the information you need to stay abreast of the top financial news. If you ever have any questions, you can reach out to us directly.

Beyond the Technical Analysis

Beyond the Technical Analysis

30 years ago, financial advisors were the primary source for market information, such as how things are performing, statistics, etc. Access to the information was not readily available to the general public and it was a financial advisor’s job to communicate specifics with clients.

Now, thanks to the internet, anyone can access pretty much any information they want, any time they want. Thus, we generate much more value by showing you what to do with all this free flowing knowledge and analysis.

A Strategic vs. Tactical Look at 2020 and 2021

A Strategic vs. Tactical Look at 2020 and 2021

"What the new year brings to you will depend a great deal on what you bring to the new year." - Vern McLellan 2020 was a rollercoaster of huge declines followed by a huge recovery, with ultimately happy investors at the end of the year. 9 months ago however, we didn't...

2020 Third Quarter Update: Confident or Unsure?

2020 Third Quarter Update: Confident or Unsure?

No one could have predicted the rollercoaster we’ve experienced this year. From scary drops to tremendous rebounds, we’re reminded that diversifying your portfolio is a much sounder strategy than continually preparing for the worst case scenario.

2020 Second Quarter Market Update

2020 Second Quarter Market Update

We have a complex world, especially with the current tumultuous ripples of the pandemic. As we seek to make sense of the ups and downs we tend to assume a binary stance- it must be good or bad. But really it is a complicated formula with lots of different variables within the economy and of course how that relates to particular investments. We’ve gone from devastating declines to roaring rebounds – but why?

Updates & Principles

Updates & Principles

Even in times of uncertainty, my financial philosophies remain steadfast. Watch for more on recent events and how strong principles can help you weather any storm.

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