Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
My Brexit Thoughts
Last week I did a full newsletter on Brexit, with video, explaining my thoughts. The market over-reacted (in my opinion) and then came back to almost where it was before the whole event. Good newsletter if I do say so myself, and recommend you check it out if you...
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...
Three Types of Financial Forecasters
Every investor is a forecaster to some degree, even if you don't admit it. But what kind are you? 1. The Foolish Forecaster 2. The Oblivious Forecaster 3. The Probabilistic Forecaster I know which kind I am (hint: it's not 1 or 2). Click for the full article...
Dubois, Wyoming Cabin
In today's technological world, as long as I have internet and a phone, I'm able to run my business from anywhere. This summer I'm fortunate to spend much more time in our Wyoming cabin now that it's fully outfitted as another office, just like my Boulder one. In...
Retirement Planning for Singles Can Be Extra Tough
“Since singles don’t have a spouse to hold them accountable or help them create and stick to a plan, this financial team can assume those roles and keep them on track,” - Michael Brady Retirement Planning for Singles Can Be Extra Tough 5/25/216 -...
Investor Behavior in Up, Down, and Sideways Markets
The 1st Quarter 2016 is behind us, and boy was it a volatile one! My video today is addressing the very common human behavior when things don't seem to be moving in the direction we want. When we look at the past 2 years or so, we've been in much of a "sideways"...
