Over the years we have authored these articles to share with our clients and friends. We think they are like an old favorite movie that you will want to see again and again. Please feel free to make copies and share with your friends. Looking for an older article? See our Article Archive.
Many successful professionals, business owners and executives often ask for advice about charitable giving. This usually leads to a conversation about how their donations can have the most charitable impact while simultaneously taking advantage of all available tax benefits.
The donor-advised fund (DAF) has been around for a long time but has surged in popularity and use since the mutual fund family Fidelity Investments made them easy to set up and use at a reasonable cost in 1991. As…
The U.S. economy saw slightly weaker growth during the third quarter with a 2.7% GDP estimate, down from 3.10% during the second quarter.
Equifax, one of the three major credit reporting agencies, recently announced a security breach that compromised personal information of up to 143 million people. There is a good chance that your information, such as your Social Security number, birth date,…
U.S. economic growth was stronger than initially estimated in the second quarter due to unexpected higher consumer spending and an increase in exports.
This is a story about what the Department of Labor’s (DOL) Fiduciary Rule and the book Freakonomics have in common. As it turns out, it’s quite a lot. Freakonomics, published in 2005, was both entertaining and surprising because it upended…
Markets delivered a robust performance for the first quarter of 2017. Domestic indexes achieved multiple record highs and volatility dampened.
Presidential elections bring heated emotions from both sides, especially when it comes to protecting your financial investments. As humans, we’re often driven by these strong feelings, but it may come as a surprise that they usually don’t have a large impact on financial markets.
The ingenuity of brokerage firms and mutual fund managers never ceases to amaze us. Every time we blink an eye, a new type of hedge fund or mutual fund enters the market with a well-thought-out name, promising to be the next great investment opportunity.
The most recent economic report showed the U.S. economy advanced faster than initially anticipated, with an annualized 3.5% growth during the third quarter.