S&P Archives - Page 4 of 10 - Generosity Wealth

A Spectator’s Guide to the Euro Crisis

Oct 28, 2011 | Banking, Bonds, Europe, Market Commentary, Monetary Theory

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 for an outstanding chart on the European problem

3rd Quarter Review / 4th Quarter Review

Oct 7, 2011 | Asia, Behavioral Finance, China, Employment, Europe, Financial Planning, Incentives, Market Commentary, Personal Finance, Retirement Issues, Videos

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 looking at both positive and negative points of view on the markets instead of just one view over the other.

I send my newsletter and videos on a weekly basis, so if you watch only a few througout the year, at least watch my more comprehensive quarterly videos.

Click to watch

I am taking new clients

Oct 7, 2011 | Behavioral Finance, Estate Planning, Financial Planning, GWM Firm Announcements, Market Commentary, Personal Finance, Retirement Issues

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 done a very good job communicating that Generosity Wealth Management has the knowledge, infrastructure, and expertise to help out your friends, family, and those you care about.

I work with clients seeking to grow, preserve, and distribute their wealth in an efficient manner to ensure the well being of themselves, their family, and their community interests.

I’m here to help and treat every client and prospect as a member of my family.

In case you need a reminder about Generosity, here’s a video I did back in May.

Europe – Echoes of Lehman

Sep 22, 2011 | Banking, Europe, Market Commentary

The big question we need to answer is “what happens after a Greek default?”.

Lehman’s collapse was a full year before the financial crisis of 2008, and it’s very probable the full impact of Europe imploding won’t be felt for some time.

We, as investors, need to stay informed and ready to react.

Please continue to read my newsletters and blogs, and have my number in your speed dial. 303.747.6455

CLICK FOR FULL ARTICLE – EUROPE ECHOES OF LEHMAN