Generosity Wealth Management
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History is an Outline, not a Blueprint
Falling oil prices and collapsing exchange rates do not mean that it's 1998 again. There's an old adage that "economists have predicted 17 of the last 3 recessions". History is an outline, a guide, but there's a reason we disclaim "past performance is no guarantee...
Understanding the New IRA Rollover Rules for 2015
One technique for moving money from one IRA to another, and possibly use that money in the meantime, is to do a "60 day rollover". This is very common, and can be done once per year per individual IRA account. Starting in 2015, you can only perform this 60...
Sriracha Stout, A Brand New Spicy Beer from Rogue Ales
Someone please buy me this beer. That is all. Sriracha Stout, A Brand New Spicy Beer from Rogue Ales
Current Market Conditions
As volatility has increased in the past 3 weeks, I want to keep you well informed of my thoughts. Are the past weeks normal, have the fundamentals changed, or is this the canary in the coal mine we've been waiting for? These questions are answered in my video. Hi,...
What Are the Odds We’re Heading for Another Crash
The magnitude of loss greater than 20% or 30% is actually quite unusual, but 10% happens often, even if it hasn't happened since 2011. When it happens it doesn't feel very good, but it's not necessarily a prelude to bigger...
The Deficit is Down Because the Private Sector is Up
The deficit is the difference between tax receipts (inputs) and tax expenditures (outputs). The deficit has been declining over the past few years, but it's not due to decreased expenditures, it's due to increased...