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Generosity Wealth Management Podcast

Markets and Investing >

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Location:

United States

Language:

English

Contact:

303.747.6455


Episodes

October 2018: Market Performance Updates

10/17/2018
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“Never cut a tree down in the wintertime. Never make a negative decision in the low time. Never make your most important decisions when you are in your worst moods. Wait. Be patient. The storm will pass. The spring will come.” – Robert H. Schuller In response to the recent Dow drop of 1200 points I […]

Duration:00:06:36

2018 3rd Quarter Review

10/16/2018
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“Learn from yesterday, live for today, hope for tomorrow.” – Albert Einstein The third quarter of 2018 has already come to a close and as we look forward to the end of the year, I see no reasons to be concerned. While the first half of the year was a little shaky depending on your […]

Duration:00:07:30

2018 1st Half Year Report

7/14/2018
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“Life is really simple, but we insist on making it complicated” – Confucius The first half of the year is over, and the year has been up and down on an almost weekly basis. There are reasons to be positive, and pessimistic. In this month’s podcast, I outline why you should be optimistic, and reasons […]

Duration:00:08:59

2018 1st Quarter Review

4/12/2018
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“Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do, so throw off the bowlines, sail away from safe harbor, catch the trade winds in your sails. Explore, dream, discover.” – Mark Twain The 1st quarter of 2018 is already over […]

Duration:00:08:08

When Do You Want to Be Happy?

4/2/2018
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When looking at your portfolio and investments it is up to you to decide when you’d like to be happy—in the short-term or the long-term. In this podcast we’ll take a look at a chart highlighting time, diversification and the volatility of returns. Spoiler alert: there is no right answer. But if you connect with […]

Duration:00:04:15

Recent Market Activity

2/7/2018
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2017 year-end review and 2018 preview.

Duration:00:09:44

2017 3rd Quarter Review

1/11/2018
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The 3rd quarter of 2017 is over, and it was another good one. Practically every non-managed stock market index was up, in almost every sector. The markets perform in one of three ways — up, down, and sideways. After a few years of a sideways market, since the election we’ve seen a fairly steady and […]

Duration:00:08:21