Generosity Wealth Management
InsightsWe are committed to straightforward, respectful, and frictionless interactions, where details matter and clients leave each exchange with confidence and hope.
Future of Estate Planning Remains up in the Air
In the same vein as my video and article on Unresolved Tax Bills in Congress, the Estate Tax is STILL not resolved for next year. What a disaster! The Estate Tax exemption is about to revert to $1,000,000 again in just a few months.
Mr. Potato Head turns 60
Enough with all the serious tax, Roth, and estate planning talk. How about celebrating Mr. Potato Head! He just turned 60. Yeah! CLICK FOR FULL ARTICLE
3rd Quarter Review / 4th Quarter Preview
This week is the 3rd Quarter 2010 review and 4th Quarter preview. If you go back and rewatch my July video (July Video) I stated I thought the 3rd quarter would be up and it definitely was. Dow Jones + 10.27% for the 3rd Quarter and S&P + 10.72%. Of course, these...
Quantitative Easing
The title of the article below is "More Proof That Our Leaders are Clueless...". I'm sure I'm quite that pessimistic, but I've been persuaded by the side of the argument that the additional cash reserves that will probably be released into our system will simply be...
What’s Worse: Losing Money or Not Making Enough?
It's the old adage -- Greed and Fear. Is the pain of losing money greater than the joy of making money? The problem is that most people NEED to take some risk to realize their retirement goals because the rate of return needed is greater than the risk free return....
Bracing for a Rocky October
Consistent with my video today (which I know you've all clicked on and listened to) I'm thinking October will be rocky with earning season and the election looming. Here's an article summing up my thoughts. CLCIK FOR FULL ARTICLE
