Risk Management: Asset Allocation
A well-designed asset allocation can help manage investment risk while pursuing your long-term goals. Learn how stocks, bonds, funds, and cash work together, and when to review your mix.
Blog
2026 Tax Law Changes
The One Big Beautiful Bill Act introduced sweeping changes to individual, family, and business tax rules — some permanent, some temporary. Here's what you need to know before taking action.
Common Estate Planning Mistakes to Avoid
Don’t leave your legacy to chance. Discover 6 common estate planning mistakes and how to avoid them — from updating wills to smart lifetime gifting. Protect your family with proactive planning from Generous Wealth Management LLC.
Saving Early & Letting Time Work for You
Discover why starting early is often more powerful than saving more. This article uses a side-by-side comparison of two hypothetical savers to illustrate the remarkable impact of compound growth over time.
Quarterly Market Insights | April 2026
Q1 2026 market recap: S&P 500 down 4.63%, Nasdaq -7.11%, while Canada’s TSX gained 3.33%. Energy surged +37.91%. Our team shares key insights on volatility, sectors, and long-term perspective.
How to Get the Most Money Back on Your Tax Return
Unlock bigger tax refunds this season with 5 key strategies: max IRA deductions, claim all dependents, itemize wisely, and more. Our fiduciary team at Generous Wealth Management LLC shares tips to minimize your 2025 tax bill and maximize returns.