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  • “Do not follow where the path may lead. Go instead where there is no path and leave a trail.” ― Ralph Waldo Emerson

  • “The present is never our goal; the past and present are our means, the future alone is our goal.” -Blaise Pascal

  • “I have enough money to last me the rest of my life, unless I buy something.” ― Jackie Mason

  • “When somebody says it’s not about the money, it’s about the money.” ― H.L. Mencken

  • “Money is a great servant but a bad master.” ― Francis Bacon

  • “Whosoever desires constant success must change his conduct with the times.” –Niccolo Machiavelli (1532)

  • “You can be young without money, but you can't be old without it.” –Tennessee Williams


Overcoming Affinity Bias

Overcoming Affinity Bias

By Mario Yngerto, CPWA®, CFP®, ChFC®


Estate Planning

Estate Planning

Your estate is your property and your debts -- in other words, your net wealth. Estate planning is a way to help control and manage your estate during your lifetime and after you die. Although you "can't take it with you," you can certainly take steps to get maximum benefit from your assets now and decide how they will be used later.

How To Select a Financial Advisor

Financial Advisors

Unless you have the expertise and time necessary to manage all aspects of your financial life, you might want to consider how a financial advisor can help guide you through the various challenges one could face.

Cheap Divorce? Get your finances straight first

Cheap Divorce?  You never can tell.  Adjusting to Life Financially after a Divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved.

Mid-term Elections and the Markets

The purpose of this blog is to illustrate the behavior of Markets during past mid-term election years. Remember, we do not “under any circumstances” attempt to predict market behavior; this we believe is a futile!

“10 Ways to Better Prepare for a Market Downturn”

One of my roles as an advisor is to temper client expectations regarding returns and volatility of the equity markets—especially during difficult moments. Because the media and financial journals love to sensationalize things we can easily fall prey to abandoning our long term plans.

Do You Believe in Capitalism?

I know many of you are very concerned both about the recent stock market volatility and our future financial well-being. Let me share what I have learned about capitalism and economics in general. Hopefully, it will give you some insight into the recent market turmoil.

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This commentary on this website reflects the personal opinions, viewpoints and analyses of the Genesis Wealth Management, Inc. employees providing such comments, and should not be regarded as a description of advisory services provided by Genesis Wealth Management, Inc. or performance returns of any Genesis Wealth Management, Inc. Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Genesis Wealth Management, Inc. manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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