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Generosity Wealth

Markets and Investing

Cultivating your wealth's ability to grow, preserve and provide.

Cultivating your wealth's ability to grow, preserve and provide.

Location:

United States

Description:

Cultivating your wealth's ability to grow, preserve and provide.

Language:

English

Contact:

303.747.6455


Episodes

2020 Second Quarter Market Update

7/3/2020
“In politics, stupidity is not a handicap.” Napoleon Bonaparte We have a complex world, especially with the current tumultuous ripples of the pandemic. As we seek to make sense of the ups and downs we tend to assume a binary stance- it must be good or bad. But really it is a complicated formula with […]

Duration:00:10:48

Updates & Principles

6/14/2020
“A cynic is not merely one who reads bitter lessons from the past; he is one who is prematurely disappointed in the future.”-Sydney Harris My mission is to live a generous rewarding and enriched life and to help others do the same. I apply this to so many areas of my life: personal, business […]

Duration:00:18:19

Math and Humility

5/4/2020
“There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self.” – Ernest Hemingway The market took a deep dive as the Coronavirus pandemic broke loose, but contrary to what many pundits believe would happen, the market is rebounding quite well so far. We have regained […]

Duration:00:07:28

Healthy Body, Healthy Portfolio

4/21/2020
He who has health has hope; and he who has hope has everything. – Arabian Proverb Just like you need to be healthy in your body, you have to be healthy in your portfolio. How are these analogous you ask? Well, simple. In both you have to be proactive, not reactive. For your health you eat […]

Duration:00:12:43

What, Why, When

3/30/2020
“By three methods we may learn wisdom: First, by reflection, which noblest, Second, by imitation, which is easiest, and third by experience, which is the bitterest” – Confucius We’re all under strict stay-at-home restrictions now and trying to make predictions about an unpredictable situation, which is impossible. In today’s video we take a look […]

Duration:00:19:08

Market Update: Fear

3/22/2020
“Alcohol: the cause of, and the solution to, all of life’s problems.” – Homer Simpson One thing we hear, especially during challenging times like these is, “I just don’t want to lose it all. I’m fearful of losing all of my portfolio.” In a diversified portfolio you are invested in hundreds to thousands of various […]

Duration:00:13:47

March 22 2020: Market Update

3/21/2020
“There are decades where nothing happens; and there are weeks when decades happen.” – Vladimir Lenin It’s been another tumultuous week with what looked like a healthcare crisis, rapidly bleeding into what could be a serious financial crisis. From our last video not even 7 days ago, things within our economy have come to a screeching halt and rebounding […]

Duration:00:10:17

Longer Economic Discussion

3/15/2020
“Bear Markets are periods when stocks are transferred from weak to strong hands, as does wealth when recoveries occur.” – Buckingham Strategic Partners I promised in my last podcast (March 12th) to have a longer discussion about the current economic and financial situation. You’ve got it right here!

Duration:00:15:23

March 2020: Turbulence

3/11/2020
“Stop a minute, right where you are. Relax your shoulders, shake your head and spine like a dog shaking off cold water. Tell that imperious voice in your head to be still.” – Barbara Kingsolver Turbulence in a plane is normal, and so it is in the markets. This is the biggest turbulence we’ve seen […]

Duration:00:07:18

March 2020: Stay Calm

3/10/2020
“If you are not willing to own a stock for 10 years, do not even think about owning it for 10 minutes.” – Warren Buffett Right now, no one knows how the financial markets are going to completely react to the Coronavirus epidemic and with this recent and most particularly painful downswing it is helpful to […]

Duration:00:08:09

February 2020: Market Decline Updates

2/26/2020
“Worry does not empty tomorrow of its sorrow, it empties today of its strength.” – Corrie Ten Boom There’s an old adage that says that the market takes the stairs up and the elevator down. And what that means is that there are sometimes in history spectacular events that have become noticeable that become memorable like […]

Duration:00:07:24

December 2019: Year-End Review

12/30/2019
“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 […]

Duration:00:12:49

November 2019: Humility About The Future

11/18/2019
“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 […]

Duration:00:07:09

October 2019: End of Quarter Review

10/29/2019
“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 […]

Duration:00:10:05

September 2019: Volatility and Yield Curve

9/8/2019
“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 […]

Duration:00:09:41

August 2019: Knowing Your Bias

7/31/2019
““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 […]

Duration:00:10:34

May 2019: Making Sense of the Market

5/31/2019
“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 […]

Duration:00:04:29

April 2019: First Quarter Review

4/15/2019
“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 […]

Duration:00:07:17

January 2019: Market Reversal

2/7/2019
“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 […]

Duration:00:05:27

2018 Year End Review

1/3/2019
“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. […]

Duration:00:11:15