Generosity Wealth Management
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One Year Ends and Another Begins
2013 was a great year for stocks/equities in general, and pretty bad for bonds. If only we could rewind the year and go 100% in stocks. But would that be wise? Sure, in hindsight and only since we know how it turns out. But investing doesn't work that way. We work in...
ADV and Privacy Notices
I will soon be changing my Investment Advisory Representative (IAR) affiliation from my own state Registered Investment Advisory Firm to a SEC Registered Investment Advisory firm (Cambridge Investment Research Advisors, Inc.). I will continue to use Generosity Wealth...
10 States with the Scariest Death Taxes
"Nothing can be said to be certain, except death and taxes" - Benjamin Franklin Just because they're inevitable, doesn't mean you shouldn't live a healthy life for longevity, and position yourself to pay the least amount in taxes. At least the final estate or death...
Planning for Future Healthcare Costs
With all the discussion around Obamacare, I thought I'd include a whitepaper on planning for future healthcare. It's pretty tricky--I'm not going to lie. I have a great program that extrapolates out into the future estimates for specific healths, age, lifestyle, tax...
IBM Hard Drive being Loaded into a Plane – 1956
I thought you might like the below picture from 1956. It's a 5 megabyte (MB) drive weighing 2,000 lbs. To put that in perspective, the very lowest end iPhone 5S has a 16 gigabyte (GB) drive, about 3,200 times bigger, while weighing 0.25 lbs. The below hard drive could...
Wrong Lessons from 2013
In my video today, I discuss what I'm hoping people don't take away from 2013. Diversification? What that? For a full discussion of this, listen to my video. Transcript: Hi there, Michael Brady with Generosity Wealth Management, a comprehensive full-service wealth...
