Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
What Mike is Doing this Summer
This has been an absolutely wonderful year for Generosity Wealth Management, thanks to my fortune in having great clients and the nice things they've said about me to others. While it's wonderful my business is growing, the natural consequence of that is that I'm...
1st Quarter Review – Am I Still Optimistic for 2nd Quarter?
The first quarter of this year was very forgiving of any errors. We've had low volatility, generally positive economic reports, and even Europe has been less in the news than previously. Watch my video for my thoughts about the 1st quarter, and to find out if I'm...
Volatility in the Future
The VIX (implied volatility index) has become very steep. The 7th contract (6 months out) is significantly higher than current implied volatility. What does this mean? It simply means that the market is pricing in risks of a correction later on in the year. Will it...
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...
China Had a Trade Deficit in February
China had its largest trade deficit in 22 years this past February of $31.5 billion. Why? Weaker demand from Europe and the United States is one reason. Factories being temporarily shut down due to Chinese New Year could be another reason. Is this seasonal anomaly or...
Pizza Ordering with Ease
So, just in case you're too lazy to hit the pre-programmed number on your phone to order a pizza, they now have a bluetooth enabled refrigerator magnet that you push and then it automatically orders your usual pizza at the usual pizza joint for delivery. I'm glad I...
