Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
Diversification or Dilution
I'm a believer in Diversification as a component of any long term investment strategy. One of the most famous money managers of all time, Peter Lynch, once said "I love all my stocks--that's why I own them--but I know 20% are going to be dogs and disappoint me. I just...
IMF to Kick Out Greece
August 20th is a pivotal date when 3.8 billion Euros are due from Greece to the European Central Bank. The IMF is saying that if this isn't paid, they'll stop loaning money to Greece. Once the IMF is done with Greece, will the European Monetary Union be far behind? In...
10 Myths About College Planning
This is a good article about 10 Myths about college planning, many of which I've addressed with clients over my 21 years. Is there endless financial aid available out there? Is it better to spend the extra money for a top tier school for the networking? Should you use...
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...
