Insights

The Benefits of Donor-Advised Funds

As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,

How to Weather a Market Correction

Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over

2nd Quarter 2022 Market Update

Anyone who has ever met me knows that I love people to the point where I have been described as an extrovert on steroids.  Our

Market Update

Everyone’s favorite hillbilly profit once said “The way I see it, if you want a rainbow, you gotta put up with the rain!”  Even though

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