Generosity Wealth Management
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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...
Investors Often Mistake Emotion for Gut Instinct
In May I was in New York City, and the highlight by far was the interview I did with Financial Advisor IQ (division of Financial Times) on biases. It was really fun, and focused on the types of emotions and biases that investors have to be aware of and overcome. The...
On a personal note….
I think most of you know that I am a voracious reader, and have been my whole life. So, now it's time for my annual book review. 67 Books read (35 fiction, 32 general non-fiction and personal development) Most Useful= Get Your Inbox Down to Zero: How to be a...
Year to Date Update
We're halfway through the year, and it's been a volatile one. Brexit was just 1.5 weeks ago, and don't forget that horrible January. And, this is an election year. What are my thoughts about this year, the big picture, and the election year in particular? Click on...
