Generosity Wealth Management
Insights

We are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.

Disclosures

I'm sure you're saying to yourself "I sure wish Mike would share with me his required brochure and related privacy notices". I'm here to fulfill your wishes! Here they are! Enjoy!!!! Generosity Wealth Management Brochure Generosity Wealth Management Privacy Notice...

The Hobbit Movie

When I was in high school, I really (I repeat really) got into J.R.R. Tolkien's The Hobbit and the Lord of the Rings books. I have very fond memories of the three Lord of the Rings movies and when I was in New Zealand in 2007 my wife and I visited many of the sites...

Better Information, or Just More Information?

The year is almost over and as I prepared for this blog, I thought about a video I did last summer but never shared with you. The summer was so busy and volatile, I wanted to provide you with my current thoughts in such a tough time, so this video (which is one of my...

5 Worst Market Calls for 2011

Even the best can make bad calls. Warren Buffett buying Bank of America? Woops. Bill Gross betting against Treasuries? Yikes. John Corzine? John Paulson? Both very wrong in their market calls. You've heard me over past 3 years talk about humility and diversification....

Aberrational Performance Taskforce

The Securities and Exchange Commission has a new computer system that allows them to siff out returns that are, well, too good to be true. While it's unclear exactly how it works, it compares published numbers from hedge funds with what the computer says is average or...

Archives

Categories