Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
The Big Picture
The 3rd Quarter was schizophrenic, with most of the unmanaged US and international stock indexes negative, bonds (in general) slightly positive, and with tons of volatility across the board. Particularly in the past few weeks, every day there seems to be triple digit...
Risk of Third German Recession Pressures Europe
Tensions with Russia, slowing global growth and falling consumer confidence mean the region's biggest economy struggled to grow in the past 3 months, and may turn out to have shrunk for a 2nd quarter running. Across the Eurozone as a whole, recently released data...
When Exotic Devices Create Exotic Problems
I love the below article, and recommend you read it. Essentially it talks about the limits of complexity, and how exotic devices can create exotic problems. The reason this is relevant is the applicability of this principal to finance. Any financial model is only as...
Pimco Founder Bill Gross
Pimco is a mutual and ETF firm with a huge bond fund that has been the player in that space for the past 40 years. Bill Gross founded the firm in 1971, and it is now around $2 trillion dollars under management. Last week Bill Gross decided to leave the fund and move...
Saturday Morning Cartoons are No More
I don't know about you, but growing up I loved my Saturday morning cartoons. My favorite was Superfriends (by far), but I loved Scooby-do and other shows too. Sadly, an era has come to an end. You'll be glad to know it ended for me 30 or 35 years ago anyway, but for...
2nd Quarter and into the Rest of the Year
The 2nd quarter is now behind us, and the momentum is with us! Will recent global political events derail the positive trend? Good question, and one I answer in the below video Transcript: Hi there, Mike Brady with Generosity Wealth Management, a comprehensive, full...
