Generosity Wealth Management
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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...
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...
