Generosity Wealth Management
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Where to Get Your Social Security Statement
A number of years ago the Social Security Administration started to mail out statements every 2 years near your birth date. This is great for your financial planning. I recommend you review this every time you receive it, and you can even get different iterations...
How to Stay Dry in the Rain
I aim to solve all life's problems, financial or otherwise. To that end, when it rains, will you stay drier by running through it quickly or by walking slowly? Inquiring minds want to know. Fortunately, we have physicists who have written multiple papers on this. So,...
3rd Quarter Preview – Heading into the Election
The 2nd quarter distinguished itself by significantly increased volatility and ultimately seeing the unmanaged stock market indexes down. Those same market indexes are still up for the year, and it's my belief they will end the year positive, but with continued...
Make Saving a Habit
I've met with literally thousands of people over my 21 year career. Many people have asked "how can I be rich?". The question is so difficult to answer. Besides the obvious "win the lotto" and "hope you inherit tons of money", most of us will increase our probability...
Client?
Are you interested in talking with me about your finances and investments but not sure if we're the right fit? I have clients of all portfolio sizes, ages, employment, and stages of life. What I like to do is make a difference in someone's life. Frankly, it's just as...
Winners and Losers for the 2nd Quarter 2012
Much of the unmanaged stock market index gain for 2012 was in January, April, and June. May was brutal. In my opinion, you must have a well diversified, long term strategy for your portfolio and for reaching your financial goals. Do you have a plan and strategy you're...