16 Jul How to Maximize Charitable Giving Under the Tax Cut & Jobs Act
A retired couple is looking for tax-efficient options to meet their charitable goals following the passing of the Tax Act....
Archive
16 Jul On the Horizon: 7 Focus Areas | Second Quarter 2018
While unanticipated events always occur, there are typically some themes, data points and awaited events that can impact markets....
16 Jul Market Recap – Volatility Settles Down | Second Quarter 2018
Market volatility leveled off during the 2nd quarter, but that was more reflective of just how extreme 1st quarter volatility...
06 Jun Client Story: A Special Needs Trust Empowers the Caregiver and the Disabled Spouse
In this story, a special needs trust provided financial and personal peace of mind - and freedom - for a...
19 Jan Tax-Loss Harvesting: Using Losses to Reap Benefits
Longfellow famously said, “Into each life some rain must fall.” In the world of investing, we modify that to, “Into...
15 Nov Election Week Revisited, by the Numbers
Much has been made of the precipitous fall and amazing recovery in the US equity futures markets during the wee...