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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.

Heads or Tails: Financial Market Commentary

Heads or Tails: Financial Market Commentary

“One moment of patience may ward off great disaster. One moment of impatience may ruin a whole life.” - Chinese Proverb If you flip a coin 1,000 times--mathematically, 500 times it'll be head, and 500 times it'll be tails. However, if you look at the distribution of...

Forward Thinking: May 2022 Financial Market Update

Forward Thinking: May 2022 Financial Market Update

“The Stock Market is a Device for Transferring Money from the Impatient to the Patient.” – Warren Buffet There are always reasons to be pessimistic. There are always reasons to be concerned. That’s why we keep our investments, keep our strategies sound and we stick...

Investor Mindset

Investor Mindset

“The best way to find yourself is to lose yourself in the service of others” — Mahatma Gandhi As the quarter is now over, it's a wonderful time to reassess our mindset--do we have an investor mindset or a trader mindset? An investor understands the long term and is...

2021 Year End Review

2021 Year End Review

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...

2021 End of Quarter 3 Updates

2021 End of Quarter 3 Updates

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.

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