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Generosity Wealth Management Podcast

Markets and Investing


United States






December 2019: Year-End Review

“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter Lynch The big lesson for 2020, because it is an election year, is to keep our politics out of our investments. We give whoever is in power, our particular […]


November 2019: Humility About The Future

“You can’t always control what goes on outside. But you can always control what goes on inside.” – Wayne Dyer There are no absolutes in life. When you find yourself making absolute statements, check yourself – are you experiencing a bias or do you need to have some humility about what you’re saying? Then take […]


October 2019: End of Quarter Review

“Optimism is Pessimism about the dangers of Pessimism” -Tyler Cowen I recorded this month’s video on Monday September 30th, the last day of the quarter. Not only do I give a recap of what happened in the 3rd quarter, but I also reference my previous two newsletters about volatility (below average volatile year) and politics […]


September 2019: Volatility and Yield Curve

“Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones.” -Benjamin Franklin Many folks are worried about market volatility and yield curve. Whether it’s an inherent worry or a byproduct of negative news coverage, it’s helpful to know if it is warranted or […]


August 2019: Knowing Your Bias

““It’s good to have money and the things that money can buy, but it’s good, too, to check up once in a while and make sure that you haven’t lost the things that money can’t buy.” —George Lorimer Each of us has an emotional and a logical side- in investments the emotional side can present […]


May 2019: Making Sense of the Market

“Being rich is having money; being wealthy is having time.” –Margaret Bonnano It is important to take a macro versus micro approach to investments, meaning we have to take a very big, long-term view in order to start to make some sense of the stock market. There are many variables in this equation that we […]


April 2019: First Quarter Review

“Wealth is the ability to fully experience life.” –Henry David Thoreau 2018 is but a distant memory as 2019 has come in fast and furious! In a very short amount of time we wiped away all of 2018’s losses in the unmanaged stock market indexes. This is a quarter that investors and financial advisors dream […]


January 2019: Market Reversal

“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” -Ayn Rand From a horrendous 4th quarter in 2018, to a complete 180 in merely the first month of 2019 it’s still important to keep your sights on the big picture. It’s easy to […]


2018 Year End Review

“It’s the steady, quiet, plodding ones who win in the lifelong race.” – Robert W. Service The year 2018 is over, and what is most interesting is how different it was from the previous year 2017. This is a good reminder that every year is different, and 2019 will not necessarily follow the negative and volatile 2018. […]


December 2018: Big Market Declines

“I have a lot of things to prove to myself. One is that I can live my life fearlessly.” – Oprah Winfrey There has been a lot of volatility this year, and in the past few months, almost all of it down. While I routinely send out a quarterly newsletter and video, due to the […]


December 2018: Market Performance Updates

“The big picture doesn’t just come from distance; it also comes from time.” – Simon Sinek When we look at the news, when we look at the markets we might get all worked up. We might have the same perception that everything is going down the tube, particularly when it might happen to us, but […]


October 2018: Market Performance Updates

“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 […]


2018 3rd Quarter Review

“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 […]


2018 1st Half Year Report

“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 […]


2018 1st Quarter Review

“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 […]


When Do You Want to Be Happy?

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 […]


Recent Market Activity

2017 year-end review and 2018 preview.


2017 3rd Quarter Review

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 […]