Generosity Wealth Management
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Privacy Policy and ADV
Okay, I know privacy notices and my Form ADV could be considered boring, and after the video above (which you clicked on of course), you want a continuation of the most exciting new information in the world. Well, privacy policies can sort of be interesting, can't...
Key Financial Information – 2015
A new calendar year also means a new tax year. Back by popular demand is my Key Financial Information chart as a quick reference guide for you throughout the year. I work with a number of good CPAs, so don't hesitate to contact me for guidance as a good CPA can be a...
Russian Ruble Crisis: Don’t Panic like it’s 1998
I remember the 1998 Russian crisis well. It was near the end of the summer, and threatened to put a real damper on an otherwise excellent stock market year. The "Moscow meltdown" bled over the S&P 500, which plunged 20%. There are reasons 1998 and today are...
Excited Puppy Spots its Owner
I'm not going to lie to you--I'm a total sucker for a cute dog video on the internet. Yeah, yeah, I know, pretty sappy eh? Every time I watch this video it makes me smile. Wouldn't it be nice to be so lucky to have an animal or person be excited to see us like this...
Bullish to Bearish Indicators
I've mentioned all year long that I'm bullish and optimistic for the foreseeable future, and until data tells me something else, that's where I remain. However, what would change my opinion? What are the data that I look at, and how would they need to change in order...
7 Simple Things Most Investors Don’t Do
I'm entering my 24th year working with clients. I did financial plans for people decades ago, and usually, those that did reach their goals did so not because they bought mutual fund A instead of mutual fund B, or this investment over another, it had...