Welcome to Sound Money, a newsletter providing educational insights into the complex world of investing, financial history, global markets, and macroeconomics.
📈 Create Portfolios that Endure. A core goal is to empower readers to apply historical knowledge to create simple, safe, diversified, and enduring portfolios that build long-term wealth and preserve purchasing power. Designing and building successful diversified portfolios requires a deep analysis of financial history and market cycles.
📜Monetary systems are complex. Sound Money helps people truly understand our complex financial system by using logic, reason, and history to provide educational insights and help readers grasp what money is, what it does, and how to use it.
💡Knowledge is power. You are equipped to make better decisions when you understand how systems work. We aim to provide the necessary knowledge, understanding, and applied wisdom to help you make better financial decisions.
🏛️Financial Education is essential. We aim to advance financial education, which is paramount to unraveling the complexities of the world’s financial systems. We present complex topics in a classical style, offering easily understandable ideas and concepts related to history and finance. This content is written to be accessible to everyone, from the skilled investor to those just starting their financial journey.
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Frequently Asked Questions (FAQs):
How often do you publish newsletters?
I strive to write at least two articles per month, depending on time constraints.
Can you share some samples of your research?
Yes, here are some examples of reports we’ve published in the past:
Are you taking on new investment advisory clients?
Yes. Readers interested in learning more about how I work one-on-one with clients can visit my website at Genesis Wealth Planning. You can also reach me via email at paul@genwp.com or Click Here to schedule a 30-minute Introductory Call.
About the Author
Paul Hancock has a background in wealth management, investing, financial planning, commercial banking, and property and casualty insurance. He began his career as a financial advisor in 2004 and has been an active CERTIFIED FINANCIAL PLANNER™ since 2008.
He balances his time between owning and operating Genesis Wealth Planning, his investment management business, and Super Insurance, a property and casualty insurance agency in Southwest Florida. He holds a bachelor’s degree in finance from Colorado State University.
Paul has had the unique opportunity to work with clients of all ages and asset levels. He believes that wealth management and financial planning should be accessible to everyone, regardless of their net worth or income level. He believes in transparency, low costs, and delivering wealth management in a comprehensive and understandable form. He is the author of the 2025 book Timeless.
Paul believes God and family come first. He is blessed with a wonderful wife and three children. Paul spent much of his life in Iowa and takes pride in his Midwestern roots. His family now resides in Estero, Florida. He is active in his local church. He enjoys spending time with his family, is an avid runner, and is a voracious reader of everything related to investing, economics, sound money, and financial planning.
DISCLOSURES
For disclosures and index definitions, please click here.
Unless otherwise specifically cited, opinions expressed herein are solely those of Genesis Wealth Planning, LLC. The material presented is believed to be from reliable sources, and our firm makes no representations regarding other parties’ informational accuracy or completeness. Written content is for information purposes only. Past performance is no guarantee of future results. Diversification does not assure profit or protect against a loss in a declining market. While we have gathered this information from sources believed to be reliable, we cannot guarantee the accuracy of the information provided. The views, opinions, and forecasts expressed in this commentary are as of the date indicated, are subject to change at any time, are not a guarantee of future results, do not represent or offer any particular security, strategy, or investment, and should not be considered investment advice. Investors should carefully consider the investment objectives, risks, and expenses of a mutual fund or exchange-traded fund before investing. Furthermore, the investor should independently assess the legal, regulatory, tax, credit, and accounting and determine, together with their professional advisers, if any of the investments mentioned herein are suitable to their personal goals. All indexes are unmanaged, and an individual cannot invest directly in an index. Index returns do not reflect fees or expenses. Please contact us to receive a copy of Genesis Wealth Planning ADV Part II, which contains additional disclosures, proxy voting policies, and privacy policy. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and is federally registered in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
