Generosity Wealth Management
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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...
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...