Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
Debt Ceiling Debates and Long-Term Investment Strategy
“There is nothing either good or bad, but thinking makes it so.”- Shakespeare Don't let your long-term financial investment strategy be distracted by short-term events like the debt ceiling debacle. Is it annoying? Yes. Do we know what the ramifications will be? Not...
2023 First Quarter Financial Market Review
“Set your course by the stars, not by the lights of every passing ship." - Susan Blankston The first quarter of 2023 has been marked by mixed financial market activity but has overall been a positive correction of the losses in 2022. The volatility and banking issues...
Charitable Giving
Do you have a strategy for making an impact in the world using your resources? Balancing giving with your other priorities like retirement, child education and more takes planning. Let’s look at a brief overview of how you could implement giving in a way that makes an impact in the community while making an impact on your long-term financial plan.
2022 Generosity Wealth Community Impact Statement
One of the main tenants of Generosity Wealth Management is to make an impact in the community, to live and give generously. We are proud of the difference our Generosity Wealth Community members are making each and every day. In total last year, GWM gave nearly $30,000 to over ten charities.
Strong Financial Recovery from the 2022 Lows
“No one has ever become poor by giving.” — Anne Frank 2022 was a disaster. But January came in hot, making up a good chunk of any losses from the previous year in just one month. January was one of the best months in years for both the unmanaged stock market indexes...
2022 Year End Financial Market Review & 2023 Preview
Humility, like gratitude, is not so much a technique as it is a way of life.” – Ed Latimore Tough 2022 Year,, which should remind us of the need for keeping the big picture in mind. While your goals may change, having a steady and reliable plan is crucial all year...