Tax Strategies for Charitable Giving

As the COVID-19 pandemic continues to play out, it may be a good time to reassess your charitable giving plan to ensure you’re making the most of the recent changes to tax laws as you support the causes and organizations that are important to you. In the past, many taxpayers benefitted from deducting state and… Read more »

Economic & Market Update

After nearly 11 years, the historic bull market that emerged from the ashes of the last financial crisis abruptly ended in February as the coronavirus took root in developed markets. Since then, the global pandemic has not only upended life for many households – as economic activity was put on pause – but also has… Read more »

Executive Corner

I hope you are all staying safe and doing the best you can to navigate these interesting and unprecedented times. So much has changed for all of us so quickly, and for me personally, gaining clarity on what I truly value has been a positive. Simplicity is the theme. It’s not a drastic change but… Read more »

Wall Street vs. Main Street

Since bottoming in late March, the market has entered a rally phase and has risen by more than 20%. In fact, it has retraced nearly half its 35% loss since its mid-February peak and remains down about 15% year-to-date. Fortunately, many individual investors have performed better than the broad market average thanks to diversified portfolios that… Read more »

Reflecting Upon an Unprecedented First Quarter

This past quarter was both awful and one for the record books. The first global pandemic in over 100 years brought an end to the longest bull market in U.S. history with declines so sharp they triggered multiple exchange trading halts. The S&P 500 took just 16 days to enter a bear market, its quickest 20%… Read more »