June 23, 2017 Weekly Market Recap

The S&P 500 settled into a sideways trend, drifting alongside its unchanged mark, as investors lacked conviction to decisively move the market one way or the other. Read More

June 16, 2017 Weekly Market Recap

The stock market was fairly flat this week, especially in the second half, as investors digested a host of headlines, most notably the Fed’s latest rate-hike decision. Read More

Dot Your I’s and Cross Your T’s

There are a lot of details in financial planning. Most of the time we concentrate on the big things, but what about the little things? “Pick up the Pennies,” so to speak. Read More

June 9, 2017 Weekly Market Recap

The stock market successfully hurdled several key macro events, including the testimony of former FBI Director James Comey, the latest policy decision from the European Central Bank, and the UK general election, only to get slammed by tech stocks on Friday. Read More

How to Simplify Your Charitable Giving

Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund. Read More

Taxing Tax Time

Even though April 15th was not that long ago, some of us are still feeling the sting. Read More

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