Generosity Wealth Management
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The Quarter in Review and Unintended Consequences
The first quarter was a strong quarter, particularly for the unmanaged US stock market indexes. But what is going on in Europe? What might the unintended consequences be of the Cypriot banking issues? I talk about all of this in my video, so I highly encourage you to...
ADV and Privacy Notices
At least once a year I update my Form ADV with the State of Colorado. What is that you ask? It's a form and brochure that describes what Generosity Wealth Management is, who I am, and how we do business. If you would like a copy, please click on the link below. For...
Plan Conservatively When it Comes to Social Security
One of the advantages of having a retirement plan is that you start to understand where your sources of income will be upon retirement, and how much. Unfortunately, there is a perception by many Americans that Social Security will be a bedrock of their retirement,...
Shred Your Papers!
Not only is it good for protecting your identity, but shredding papers is a lot of fun! I've rented a shredding truck for Saturday April 20th from 1pm to 4pm, and you're invited! Come, shred, recycle, and have some refreshments. Cassidy and I would love to see you!...
Hovercraft Golf Cart
Forget all those things I write about in my newsletter that I say I want for Christmas or my birthday. I'll pass on all of them if I can have this Hovercraft Golf Cart. Seriously, how much fun does this look like?
The Year in Review- The Year in Preview
Out with the old and in with the new! 2012 had some ups and downs, but ended up in the positive territory for the un-managed stock market indexes. My outlook for 2013 is not quite as optimistic as it's been the past few years for a number of reasons. In my video, I...