Markets have rebounded from the lows in June. Can we assume that the lows are in place for this bear market? It may be dependent on whether we are in a recession or not.
Ukraine War: Portfolio Update
When changes happen in markets, you must adapt. Here are the changes we have made in client portfolio so far this year.
Charitable Giving and Donor-Advised Funds
The impulse to help others in need and to share good fortune is universal. It has never been solely the province of the very wealthy; charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan. When it comes to giving plans that involve donating […]
Are the Dog Days of Summer Over?
A calm summer for the markets was interrupted today with a large selloff. Is this just a blip, or is it the start of a bigger decline?