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Empty pockets never held anyone back. Only empty heads and empty hearts can do that. – Norman Vincent Peale

Generosity Wealth Management provides you with the information you need to stay abreast of the top financial news. If you ever have any questions, you can reach out to us directly.

Healthy Body, Healthy Portfolio

Healthy Body, Healthy Portfolio

Just like you need to be healthy in your body, you have to be healthy in your portfolio. How are these analogous you ask? Well, simple. In both you have to be proactive, not reactive. For your health you eat properly, stay hydrated and get plenty of exercise (or so we hope!), the same goes for your portfolio. You plan and diversify to ensure that, should one day an event cause a bit of “sickness,” both you and your portfolio, will have the strength and fortitude to regain health quickly.

Risk – Eliminate or Minimize

Risk – Eliminate or Minimize

The question is “do you not invest because you’re worried about the downside?” I would say no, you don’t. You do everything you can to try to reduce the probability of that happening or prepare yourself for it’s a part of it but yet is the probability much greater that the desired outcome that I want will be there for me.

What, Why, When

What, Why, When

We’re all under strict stay-at-home restrictions now and trying to make predictions about an unpredictable situation. In today’s video we take a look at what we are seeing in the market and the economic factors at play; when we might see a rebound and; why we are seeing such a strong impact as a result of an unprecedented health situation.

March 23, 2020 Market Update: Fear

March 23, 2020 Market Update: Fear

One thing we hear, especially during challenging times like these is, “I just don’t want to lose it all. I’m fearful of losing all of my portfolio.” In a diversified portfolio you are invested in hundreds to thousands of various things whether it be stocks or bonds, no matter a conservative portfolio or an aggressive, it should be diversified. So let’s unpack the fear of “losing it all.”

March 22 Market Update

March 22 Market Update

It’s been another tumultuous week with what looked like a healthcare crisis, rapidly bleeding into what could be a serious financial crisis. From our last video not even 7 days ago, things within our economy have come to a screeching halt and rebounding from this could present another challenge in itself.

Longer Economic Discussion

Longer Economic Discussion

There is a tendency to always compare current conditions to a memorable last experience, and in the financial world that’s 2008.  In my video and discussion, I describe the differences between the US and the World, and 2020 and 2008.

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