Generosity Wealth Management
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2017 1st Quarter Review
The first quarter of 2017 is over, and it was a good one. The "Trump Rally" continued almost unabated, and new records for the unmanaged stock market indices were made most weeks. It's nice to have a "tail wind" behind you in your investments, but one quarter does...
Gold is a horrible Portfolio Hedge
For the longest time I've counseled against gold as a part of a client's portfolio. I've heard all the arguments ("it's a hedge against inflation", "it lowers the volatility", it's real versus paper"), and I discount every one of them. The problem with Gold is that it...
Nearly 60% of Americans Don’t have Wills
Only 42% of all US Adults have a will or living trust. As American get older, the percentage increases (for those older than 72, 81% have something), but considering we never know when we may die, it is very important to get your estate planning done! I work with a...
Domino’s Pizza’s “No-stain Onesie”
In addition to the best financial and investment advice in the world (in my humble opinion), I care about you as a person, and that naturally extends to ensuring you present yourself well in the world. Which is why I can't help but take notice of Domino's "No-stain...
2016 Year End Recap
"Happy Families are all alike; every unhappy family is unhappy in its own way" - Leo Tolstoy in Anna Karenina I've been meeting with clients for over 25 years, and every year is there seems to be some major event that causes concern for everyone. This year, it was the...
Don’t Get Trumped in 2017
In my video this quarter (you have watched it, right?), I mention the long term nature of investing in stocks and bonds, with the presidency a relatively short term event. Don't fall into the trap of thinking all positives or all negatives because your party (or the...