Generosity Wealth Management
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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...
Current Thinking with Uncertainty in the Air
There are few things the stock and bond markets hate more than uncertainty. Currently, part of that uncertainty is the unraveling of the European Monetary Union and the impact that will have on us here in the United States. Since the beginning of the year (see January...
Please “Like” me on Facebook
If you're looking for my current thoughts in between newsletters, I encourage you to "like" my business page on Facebook. It's at http://www.facebook.com/GenerosityWealth While I'm reading articles and doing research during the week, I post links to share with you....
Waving the White Flag
John Mauldin is one of my favorite newsletter writers. This week's newsletter speaks exactly to what my video above addresses--the elephant in the investment room is Europe. I highly encourage you to set aside 10 minutes to read this weekend's newsletter. It goes into...
