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Podcast: Could the market make up ground as we head toward year-end?

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After an awful start to the year, the market has handled a bevy of bad news over the past few months in a much more encouraging way. Add to that several elements that could be catalysts for further improvement, including the most recent inflation report, and we’re asking ourselves: Could we be seeing the makings […]

2022 Year-End Deadlines 

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To help ensure year-end strategies and appropriate paperwork are executed in time, please note the upcoming TD Ameritrade deadlines below. Charitable gift deadlines: For those who have an American Endowment Foundation (AEF) donor advised fund: If you have any questions on these upcoming deadlines, including how they may affect your specific tax planning or gifting […]

It’s time to reassess your end-of-year giving strategy

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As we approach the end of 2022 and the traditional “Giving Season,” many individuals and families are thinking about how to maintain their support of the organizations and causes they care about despite a challenging year in the economy and the markets. The effects of inflation combined with the end of many government support programs […]