Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
A Spectator’s Guide to the Euro Crisis
By far the easiest and best chart I've seen to explain the European problem was published last weekend in the New York Times. If you've been wondering if you're the only person confused by what all the hub bub is about, this is your opportunity to get caught up. Click...
7 Mistakes That Make Homeowners Targets for Burglars
I care about you, your family, and your property. I want you to be safe. Here are 7 Mistakes that can make you a target for burglary 1. Leaving the burglar alarm off when you're running out for a few minutes 2. Posting detailed alarm signs 3. Hiding valuables in the...
Dogs Playing Poker
So you're probably wondering what this picture has to do with finance, investments, and your retirement plan. Absolutely nothing. I think it's funny and it makes me smile every single time I see it. So I share it with you.
3rd Quarter Review / 4th Quarter Review
The 3rd Quarter 2011 is over and I have a slightly longer video this week because I want to address the current environment and how things may shape up going forward. A big theme is my advice to assess your overall plan and risk tolerance, and also to ensure you're...
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...
