New Tax Law Impacting Charitable Giving?

Recently, the Wall Street Journal reported that charitable giving by individuals saw the biggest drop in nearly ten years. According to the article, donations dropped by over 3% after four straight years of increased giving. Read More

New Rules Benefit 529 College Savings Plans

The Tax Cuts and Jobs Act includes a provision to now allow 529 Plans to be used for private elementary and high school expenses, rather than just college related expenses. The new rules are a treat for both parents and grandparents looking for a better way to pay for private educational costs. Read More

1st Quarter 2019 Newsletter

Below please find our 1st Quarter 2019 Newsletter. Enclosed you’ll find articles on the state of the markets, financial planning, and investing. Read More

Concentrated Stock Can Be Hazardous To Your Wealth

First, we must ask “What do we consider a concentrated stock position?” The rule of thumb is 10% of your investable net worth. Now, rules of thumb can sometimes get us in trouble, but the risk should be looked at from a holistic perspective. Read More

Should You “Take a Flyer” on Boeing Stock?

We’ve received a handful of phone calls from clients asking if they should purchase some Boeing stock in the wake of the recent grounding of the 737 MAX 8 aircraft. The stock price declined nearly 12% over a two-day period from Monday, March 11th through Tuesday, March 12th, falling from $422.54/share to $375.41/share.As of this writing, the stock has continued to fall into the mid-360s range. Read More

Why Are Rates Still Low?

Interest rates have been a conundrum for investors, economists and policymakers over the past ten years. Despite steady U.S. economic growth and an unemployment rate near historic lows, long-term interest rates have remained anchored. Read More

4th Quarter 2018 Newsletter

Please find below our 4th Quarter 2018 Newsletter. This issue contains articles on financial planning, investing, and the markets. We hope you find the information helpful. Read More

3rd Quarter 2018 Newsletter

Our 3rd Quarter 2018 Newsletter features articles on the markets, investing, and financial planning. We hope you find them helpful. Read More

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