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.

7,000 Muni Bonds at Risk of Automatic Downgrade

If the US Gov't is downgraded (I argue when not if) then 7,000 municipal bonds will be automatically downgraed as well. At least according to Moody's. This really hurts retirees as they're the largest part of this market. 7,000 Muni Bonds at Risk of Automatic...

What Drives You to be Frugal?

Many of my clients are wealthy because they simply spent less than they made and invested wisely the difference. But what is frugal? If you consider yourself frugal, are you happy with this? Proud? I like this article linked below because it talk about WHY you can be...

What Mike is Doing this Summer

So I'm sitting around my Boulder office this past winter thinking "what should I do for fun this summer? a. Spend time at our Wyoming cabin b. Go to my niece's wedding c. Dress up as Stormtrooper and walk across Australia" I was going to do C. above, but then this guy...

Quarter Review / Preview – 2011 07 06

The 2nd Quarter 2011 is over and I have a slightly longer video this week because I include my preview for the 3rd quarter. I talk about what I think of the current economic environment, bucking the trend on some of the pessimism I hear and read about so much anymore....

I Am Taking New Clients

A few weeks ago 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...

Job Interviewees’ Most Common Mistakes

With 14 million Americans unemployed, you probably know someone who is interviewing for a job. What are some of the common mistakes to avoid? Late arrival, limited enthusiasm, lack of eye contact, and others. Here's a good article that talks about thsese things to...

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