Smart year-end giving: How to maximize tax benefits with Qualified Charitable Distributions and Donor-Advised Funds
As the calendar year winds down, many retirees feel a desire to make an impact, simplify their finances, and finish the year well. If you’re age 70 ½ or older,… …
What’s moving the markets?
The past month has been marked by mixed signals and growing uncertainty about where the economy heads next. Inflation is cooler but not gone and growth is steady but slowing…. …
Tax-smart charitable giving before year-end
Clients often reflect on what matters most in their lives: family, community, and the legacy they want to leave behind. Charitable giving can be one of the most meaningful ways… …
What’s moving the markets?
Looming government shutdown: As funding deadlines approach, the U.S. faces the prospect of a partial government shutdown. While shutdowns are not new, this one carries the potential for deeper and longer-lasting consequences… …
Why the simplest plan may be the smartest
It’s easy to think that the more complicated your financial strategy is, the more successful you’ll be: multiple accounts, sophisticated funds, advanced tax strategies. You may have been taught that… …
What’s moving the markets?
Central bank independence: Why does central bank independence matter to your portfolio? Markets often hinge on credibility, and few institutions influence credibility more than central banks. When politics intrudes and… …
Why the “best” financial decision may not show up on your spreadsheet
Financial planning is often viewed as a math exercise, with projections, spreadsheets, and retirement calculators. But some of the most important financial choices you’ll make may not even present themselves… …
What’s moving the markets?
Markets continued to trend higher through July, even as headlines were dominated by trade tensions and tariff uncertainty. Many clients have asked how stocks have managed to climb given these… …
One Big Beautiful Bill Act and student loan reforms
Congress passed the One Big Beautiful Bill Act (OBBBA) on July 4, 2025, enacting sweeping reforms impacting student loans, repayment plans, and forgiveness programs. These changes affect millions of borrowers,… …
What’s moving the markets?
The Fed holds steady: At its recent meeting, The Federal Reserve left interest rates unchanged. While inflation has come down from its highs, it’s still above the Fed’s 2% target…. …