Executive Corner

Finally, signs of spring! I think that was the feeling many of us had as the grass started to become green, the tree buds bloomed and the tulips and daffodils added their magic touch creating an almost perfect transition from a very long year. Living in a modern day pandemic has not been easy, and […]

Q2 2021 Economic and Market Update

Given the combination of widespread vaccine availability, loosening of business restrictions, ultra-low interest rates, and massive government stimulus, the U.S. economy has fundamentally roared back to pre-pandemic levels and has stoked investor optimism across a variety of asset classes. Global stock markets have surged this year and remain close to all-time highs even as some […]

Ways to Give Charitably

When working with clients to help facilitate their charitable giving, questions usually fall into two broad categories: 1) How do I make sure that my giving is having the impact I want it to? and 2) How do I make sure I am receiving the maximum tax benefits for my giving? These are very different […]