Apr 6, 2021 | Charitable donations, Investing
Blog “Donor Advised Funds for the Charitably Minded” For many, the idea behind charitable giving has absolutely nothing to do with potential tax benefits. The fact that you are contributing to a cause that you are passionate about and one where you can...
Apr 2, 2021 | Investing, Retirement
Blog “Making up Lost Ground Saving for Retirement” There can be many reasons older Americans are financially ill-prepared for retirement. Some people don’t make enough money to set aside for their later years. Others have bad luck in their career, poor...
Mar 25, 2021 | Behavioral Finance, Coronavirus, Investing
Blog “Rob Lovelace on the Year Ahead” Rob Lovelace, an equity portfolio manager with the Capital Group was recently interviewed about his 2021 outlook. This week, we dive into some of the questions he was asked and what he sees on the horizon for equity...
Mar 17, 2021 | Coronavirus, Uncategorized
Blog “What are the Actual Details of the $1.9T Stimulus?” The President and Congress recently passed the American Rescue Plan Act which amounted to $1.9 Trillion. If you read that without having to pause, you’re not alone. I think we’ve become quite...
Mar 11, 2021 | Behavioral Finance, Housing, Investing
Blog “History Suggests Rising Interest Rates Are Good for Stocks” Over the past few weeks, the stock market has trended down. From Feb. 12th to March 8th the S&P 500 is down 2.8% and the Nasdaq is down 10.5%! While this is only a 3-week period it...
