Investing for Life
Please note: This update was prepared on Friday, April 30, 2021, before the market’s close. It was a great week for the economy and corporate earnings. It was a so-so week for the stock market. Investors had no lack of data or current events to respond to as President Biden laid out …
Read More keyboard_arrow_rightLast week, we talked about supporting causes you care about through charitable giving while reducing your tax bill at the same time. We also discussed “bunching” two or three years of charitable gifts to increase your tax savings. This week we’ll suggest four smart (and strategic) ways to give …
Read More keyboard_arrow_rightPlease note: This update was prepared on Friday, April 23, 2021, before the market’s close. From vaccines to variants, from inflation to infrastructure, and from SPACs to NFTs, investors have had no lack of issues to contend with as the year has progressed—and it’s only April! …
Read More keyboard_arrow_rightCharitable giving is one of the best ways to leave a legacy or support a worthy cause. Those are reasons enough to give, but as wealth managers, we also appreciate that donating to charities can reduce your tax bill—and you still have three weeks until the extended May 17 filing date. When …
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