Complacency in investing rarely ends well. As strong as the last 12 months have been, it is important not to extrapolate and assume that such a trend will continue. In the cartoon below, that is clearly the “plan”.
Relative calm and near complacency dominated markets during the 2nd quarter. There was no shortage of drama geopolitically, but both stock and bond markets continued to yawn and move higher. There were also no big revelations economically, altho
If your charitable giving plan consists of making substantial cash donations to certain charities, there are alternative approaches to consider that could provide significant benefits to you over and above the achievement of your charitable goals.