Generosity Wealth Management
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2018 1st Quarter Review
"Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do, so throw off the bowlines, sail away from safe harbor, catch the trade winds in your sails. Explore, dream, discover." - Mark Twain The 1st quarter of...
When Do You Want To Be Happy?
"A penny saved is a penny earned" - Benjamin Franklin When looking at your portfolio and investments it is up to you to decide when you'd like to be happy- in the short-term or the long-term. In this video we'll take a look at a chart highlighting time,...
Recent Market Activity
"Our greatest glory is not in never failing, but in rising every time we fall" - Confucius The last few days have seen lots of headlines and news about the markets, and you may be wondering what this all means. History has shown that investors are rewarded for steady...
2017 Review and 2018 Thoughts
"Happy Families are all alike; every unhappy family is unhappy in its own way" - Leo Tolstoy in Anna Karenina There is plenty to be happy about this year, as almost across the board the unmanaged stock and bond market indexes were up. International markets as...
2017 3rd Quarter Review
"To know what you know and what you do not know, that is true knowledge" - Confucius The 3rd quarter of 2017 is over, and it was another good one. Practically every non-managed stock market index was up, in almost every sector. The markets perform in...
2017 2nd Quarter Review
"If you think in terms of a year, plant a seed; if in terms of ten years, plant trees; if in terms of 100 years, teach the people" - Confucius The 2nd quarter of 2017 is over, and it was a good one. Practically every non-managed stock market index was...