Generosity Wealth Management
Insights

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

Mr. Potato Head

Mr. Potato Head

Continuing my fascination with Mr. Potato Head on his 60th birthday, I'm amazed by the special edition Potato Heads over the years. After looking over the list, I don't see a Mike Brady Mr. Potato Head or even a Generosity Wealth Management Potato Head. Hmm, I wonder...

Mid-Quarter Update

Mid-Quarter Update

We're 1/3 done with the quarter, elections were yesterday, and lots left in the year. In this week's video, I give a little update on the quarter and year so far, plus a discussion about why you have to take the comparison of your portfolio to an unmanaged index with...

QE Did Not Work in the UK

QE Did Not Work in the UK

This is a quarter you're going to hear about Quantitative Easing. I hate it. It's my belief the increased money supply will stay on the books of the banking industry to offset any potential commercial real estate downgrades they'll be making in the future. From the...

Look Out for Eastern Europe

Look Out for Eastern Europe

We've heard all about the disastrous PIIGS this year (Portugal, Italy, Ireland, Greece, Spain), but Eastern Europe is doing pretty well. I'm doing more research into this developing area of the world this next week. I'll keep you posted. CLICK FOR FULL ARTICLE -...

Scooter Riders of the World Unite!

Scooter Riders of the World Unite!

I'm such a Boulderite. I love riding my Kymco People 50 to the office every day. 65 to 70 miles per gallon, 40 mph, wind blowing through your hair--what more could you want! BMW is about to come out with a new scooter that allows you to insert your IPhone and listen...

Roths and Tax Rates

Roths and Tax Rates

2010 is the year of the Roth Conversion and maybe the end of lower taxes. In 2010 there are unique Roth Conversion rules that expire at the end of the year. With higher tax rates next year, what should you do? Listen to my video below to find out why this is so...

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