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

Tom Selleck’s Mustache

I doubt many of you know that I'm a huge Tom Selleck fan. Magnum P.I.? Oh yeah! I totally wanted (and still do) to be just as cool as he is. Any movie he's in I'm a fan of. So, in that vein of thinking, here's a collection of movies that would be better if Tom...

Where Do We Go From Here?

I've had a relatively low position in stocks for clients for quite some time, but I've decided to lower it even further. I'm quite concerned about the correlation between Europe and the US, emotion/news driven volatility, and the uncertainty about what the Fed will...

Generosity Wealth Seminar

Generosity Wealth Seminar

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...

Correlation as Long-Term Pandemic

Statistically speaking, when 2 or more things move together (both zig at the same time instead of some of them zagging) it's called a correlation of 1.0. Over the past 30 years the correlation of the global markets have continued to increase towards 1. This means that...

Star Trek Owners’ Manual

I think many of you know my first standard poodle that came into the office was named "Picard", after Captain Jean-Luc Picard of Star Trek Next Generation fame. My wife and I love Star Trek and one of our first dates was to a Star Trek Convention. So, now that all my...

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