Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
I am taking new clients
Last quarter a client of mine asked my permission to refer his friend to me. He didn't want to offend me by giving out my business card without my okay. I'm hereby giving everyone permission to offend me! What this conversation led me to understand is that I haven't...
Stacked Rocks
Here in Boulder there's a guy who stacks rocks into these really cool sculptures. He balances them and doesn't use any glue or adhesive to stack one upon another. What's great is that he does a lot of them right here outside my office building, so if you come by my...
Forecasting
I'm a big fan of "behavioral finance" as many of you know. This includes understanding the importance of our human nature to the decisions we make in our lives--including finance. This week's video I talk about the tendency for us to only listen to data that supports...
Generosity Wealth Seminar Rescheduled to October
I made a little mistake with the date and venue for my seminar next week. Come to find out, they were telling me the date was free when in fact it was already reserved--they were looking at the wrong month. Therefore, I'm going to have my seminar in October, with a...
Europe – Echoes of Lehman
The big question we need to answer is "what happens after a Greek default?". Lehman's collapse was a full year before the financial crisis of 2008, and it's very probable the full impact of Europe imploding won't be felt for some time. We, as investors, need to stay...
Extended Corporate Profits
As I mentioned last week, corporate profits are very good right now, which bodes well for a long term investment. In the meantime, they'll continue to be volatile. CLICK FOR FULL ARTICLE - EXTENDED CORPORATE PROFITS