Generosity Wealth Management
Insights

We are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.

Preparing for Retirement – How Much Do You Really Need?

"With a 3% withdrawal over 40 years, only a 40% in S&P 500 allowed a probability over 90%, with having too much or little in the stock market harming you at different concentrations." - Michael Brady Preparing for Retirement - How Much Do You Really Need? June 9,...

The Pros and Cons of Jumbo CDs

"For high net worth investors who want to invest a lot of money in a jumbo CD but don't want to lose the Federal Deposit Insurance Corp., or FDIC, protection of up to $250,000, the good news is investors can spread their investment around" - Michael Brady The Pros and...

Is Your Client a “How” or a “Why”?

"The hows are fixated on the construction and execution of a plan, but often lose sight of their ultimate financial goals. The whys, on the other hand, can effortlessly visualize where they want to be but struggle to find the discipline to get there. With that said,...

Archives

Categories