“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett In our latest video, Mike Brady of Generosity Wealth Management discusses the importance of focusing on actionable, forward-thinking strategies in investing rather than getting caught up in the minute-by-minute analysis often seen in the media. With a look back at the previous quarter’s successes and insights into future market potential, Mike emphasizes a practical approach to investment that’s designed to navigate the inherent uncertainties of the financial markets. Transcript Hi there! M ..read more

“Play by the rules, but be ferocious.” – Phil Knight As we welcome the start of another promising year, it’s not just about making resolutions but also about making wise decisions—especially when it comes to our finances. That’s why Generosity Wealth Management is stepping in to shed light on a crucial part of your financial journey: tax planning. In our latest video, we invite you behind the scenes with Michael Brady as he guides you through the early stirrings of the tax season. Discover the critical steps you should take now to ensure a smoother, more beneficial tax return process. From und ..read more

“Write it on your heart that every day is the best day in the year.” – Ralph Waldo Emerson In 2023, the financial markets underwent a significant transformation, moving away from the volatile, stimulus-driven landscape of the post-pandemic era. This year was marked by remarkable economic resilience and recovery, characterized by easing inflation and a robust job market, diverging from the prior year’s instability. Despite early concerns of an imminent recession, both the U.S. and global economies displayed strong growth. The U.S. economy, buoyed by consumer spending and a persistently low unem ..read more

That’s a wrap! Over the past 7 business days, we have sent clients, friends, neighbors, associates, and anyone who is somehow connected to Mike Brady or Generosity Wealth Management 7 emails, each of them with a question that was thought-provoking and took only seconds. Those who responded to the question via a short Google form were eligible for a small daily prize. If they also shared their response on Facebook and tagged Generosity Wealth Management, they received an extra entry for the day. At the end of the 7 Days of Thanks, it was possible to have 14 entries into the big giveaway—a $500 ..read more

In the spirit of giving thanks, I’m excited to embark on a 7 Days of Thanks journey. I last did this at the end of 2020, and it’s as relevant today as when we were in the throws of COVID lockdowns. And, I’m including clients, friends, neighbors, associates, and people who are somehow connected to me or my company. This 7 Days of Thanks is for my entire community, and that includes you! Over the next 7 business days, I will send you 7 emails, each of them with a question that will be thought-provoking and take only seconds. If you respond to the question via a short Google form, you’ll be eligi ..read more

“The key is not to prioritize what’s on your schedule, but to schedule your priorities.” ― Stephen Covey Growing wealth is a journey; like any expedition, it’s essential to be prepared for the unexpected. While we often discuss strategies to expand your financial horizons, in this video we’re shifting our focus to a cornerstone of wealth preservation: insurance. It’s the metaphorical shield in your financial armor, ensuring that the wealth you’ve tirelessly built is protected against catastrophic events. Join us as we delve into the often-overlooked world of insurance and discover how it play ..read more

Time well-spent results in more money to spend, more money to save, and more time to vacation. – Zig Ziglar In our latest financial market update, unravel the financial landscape of 2023 and hear a balanced perspective amidst the market’s ups and downs. Despite recent losses, the market has experienced impressive growth over longer time frames, reminding investors of the significance of perspective and patience. Dive deep into the impacts of the Fed’s decisions on the bond and stock markets and explore the ripple effects on the real estate industry. While we can’t control global events or fede ..read more

“Money, like emotions, is something you must control to keep your life on the right track.” ― Natasha Munson Knowing whether you have an investor or trader mindset is a really important aspect of ensuring that you are satisfied with your financial plan and goals. Discover the fundamental principles that underpin effective investment planning. In the latest GWM video, we explore the importance of setting clear financial goals, understanding risk tolerance, and crafting a well-defined investment strategy tailored to your unique circumstances. Financial growth and security can really only happen ..read more

“The goal isn’t more money. The goal is living life on your terms.” – Chris Brogan Amidst dynamic market shifts, we remain focused on long-term investment goals. Over the past years, we tackled volatility, geopolitical tensions, and economic disruptions by adhering to a broad-minded and long-term approach. By embracing the power of long-term investing and recognizing our biases, we’ve weathered storms and continued to make sound choices that reflect life goals. While we cannot predict the future with certainty, I am confident that our diligent research, robust risk management practices, and un ..read more

“If you don’t know where you are going, you will probably end up somewhere else.” –Lawrence J. Peter Goal setting is a fundamental aspect of wealth management, playing a pivotal role in financial success. It serves as a guiding force, providing direction and purpose to individuals and their financial decisions. By setting clear and specific goals, individuals can define their aspirations, identify the steps required to achieve them and maintain focus throughout their wealth-building journey. Goal setting in wealth management offers key advantages like helping individuals prioritize their finan ..read more