Generosity Wealth Management
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June’s Winners and Losers
This chart is for the month of June. Need I say more? Tough month....... For more graphs and a discussion, here's the full article. Full Article and Graphs
Betting Against the Crowd
Here's a good paper that studies returns going back to 1920 to see how buying a country, company, or industry that has had a decline of 60% or more does for the next 3 years. Basically it's saying there's validity to Warren Buffet's phrase "be greedy when others are...
2013 Half Time Report
Wednesday July 16th at 6pm I'm hosting a Half Time Report. I'd love to see you, so call Cassidy to RSVP!
Thoughts on Current Market News
I think of today's video as my "mid-newsletter" thoughts, as I want to be timely in my communication with you. The stock and bond markets have been more prominent in the news lately, and I want to share with you my analysis. So, is it jumping off the ledge time, or is...
What is Generosity Wealth Management’s Dynamic Value?
It's been my experience that when people don't reach their financial goals it's not because they failed to buy stock A over stock B, or bought this mutual fund over another. Most of the time, it's the bigger questions they've failed to answer, like "am I spending more...
Farewell 3% Mortgage Rates
Mortgage rates are going back up, and will more than likely stay up. However, they're still very low from a historical point of view, with the normal being over 5.5% Why the increase? 1. The Fed is going to stop bolstering the housing market 2. The economy is no...