Weekly Financial Thoughts

Re-Thinking your Giving with a Donor Advised Fund

Re-Thinking your Giving with a Donor Advised Fund

BlogRe-Thinking your Giving with a Donor Advised Fund   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 see...

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Your Goals > Stock Market Movements

Your Goals > Stock Market Movements

Blog“Your Goals > Stock Market Movements” For those who’ve been reading our weekly articles for some time, you might recognize the title. We have re-visited the idea that your personal goals should hold a greater weight in your mind than what is happening in the...

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