Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
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...
163 Days until the Release of The Hobbit Movie
Haven't you figured out yet that my wife and I are total nerds? We love J.R.R. Tolkien, and the Lord of the Rings movies are among our favorites. On December 13th the first of 2 prequels come out. The Hobbit: An Unexpected Journey. Just FYI, I plan on annoying you for...
Thoughts After a Tough Month
Sorry in advance for a longer than usual video this month (7.5 minutes), but I have some charts and graphs in there to provide some context for the slow ride down in the un-managed stock market indexes that we saw for May. The question we always have to ask ourselves...
Dismal Jobs Report
The Unemployment Rate increased to 8.2% this past week and will continue to be one of the biggest pieces of news this summer and leading up to the election. The problem with the number is that the employment - population ratio has a huge impact on it and it's been...
