Generosity Wealth Management
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163 Days until the Release of The Hobbit Movie
Haven't you figured out yet that my wife and I are total nerds? We love J.R.R. Tolkien, and the Lord of the Rings movies are among our favorites. On December 13th the first of 2 prequels come out. The Hobbit: An Unexpected Journey. Just FYI, I plan on annoying you for...
Thoughts After a Tough Month
Sorry in advance for a longer than usual video this month (7.5 minutes), but I have some charts and graphs in there to provide some context for the slow ride down in the un-managed stock market indexes that we saw for May. The question we always have to ask ourselves...
Dismal Jobs Report
The Unemployment Rate increased to 8.2% this past week and will continue to be one of the biggest pieces of news this summer and leading up to the election. The problem with the number is that the employment - population ratio has a huge impact on it and it's been...
Estate Taxes Going Up?
Currently, estates under $5 million are exempt from estate taxes. Next year, barring congressional action, the exemption level falls to $1 million and the top rate rises to 55% In an election year, this is a hot potato. For years the exemption amount was unchanged at...
Don’t Buy on Hype
I have no idea what Facebook stock will do over the next 2 to 10 years. I hope it does great. That being said, the above chart is the reason you don't buy on hype or let your emotions lead your investment mind. Be the smart money. Do your homework. Know why you buy a...
Wonder Twin Powers Activate
If you've ever met my wife, you'll know that she and I have many physical characteristics in common. Tall, blond hair, etc. As a matter of fact, we've had a number of people ask if we're brother and sister before finding out we're actually married. As a joke, at times...