It’s hard to believe, but the countdown is on to make your year-end charitable gifts. Due to deadlines imposed by various custodians and brokerage firms, it’s important to make decisions quickly and to implement them as soon as possible.
Posts Categorized: News
2019 Q3 Investment Report
Curious how the markets did last quarter? Our chief investment officer discusses interest rate cuts, the S&P 500, and the inversion of the yield curve.
6 Money Lessons To Put You In The End Zone
Football season is here, and who doesn’t love a good football-finance comparison? Our partner, Jason Farris, loves football, so naturally, he wrote an article about 6 money lessons to learn from football.
What Is The Deal With Qualified Opportunity Zones?
Opportunity Zone investments were created Tax Cuts and Jobs Act of 2017; however, very little has been discussed about them until this year, mainly due to the time necessary for local, state, and federal government agencies to identify the Qualified Opportunity Zones.
Moving Homes: Good Grief, Let’s Hope That’s The Last Time
Moving homes isn’t a simple task. Our advisor discusses why it was difficult to move from his first home with a growing family.