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Person to Person Charity – What Is It and Why Should You Consider It?

Person to Person Charity – What Is It and Why Should You Consider It?

When you think of charity, what comes to mind? Do you think of non-profits – organizations taking on major challenges and trying to make a difference? True! Many charitable contributions aim to give from your resources to fund groups who seek to meet the needs of others – and, as an incentive, you usually get a tax deduction for your contribution! But what if we simply define charity as giving to those in need? This opens a new world of philanthropy many find brings deep fulfillment and makes a difference. We call it Person-to-Person Charity.

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Time in the Market Is Better Than Timing the Market

Time in the Market Is Better Than Timing the Market

In days, weeks and months of sharp declines, the first thought is often to sell stocks and “wait for things to stabilize”. Unfortunately, this usually means watching the market rebound and missing the upswing. Why do many advisors say you should ride it out? Because sharp market declines are usually followed by equally sharp recoveries.

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Coronavirus and the Market

Coronavirus and the Market

News of the coronavirus is front and center in the headlines. Health organizations around the world are actively assessing the situation, learning about this new virus and attempting to build containment and treatment plans as they observe and respond to the spread and impact on those affected. Uncertainty about how the virus will impact business both in the US and around the world has also catalyzed a decline in financial markets since hitting all time highs in mid-February. We wanted to provide our perspective on a few questions you might be asking yourselves and what history has to say about these kinds of events.

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Should you really stay the course?

Should you really stay the course?

Whether you're retired and living on portfolio income or just starting your investment journey, big market swings are always unsettling. So why do you always hear that you should “stay the course” or “ride it out” when it comes to the stock market, volatility and...

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6 Money Habits to Teach Your Kids

6 Money Habits to Teach Your Kids

Parents have a lot to deal with. You’re feeding, clothing, cleaning, running back and forth to practices…all the while trying to find teachable moments – windows of opportunity to train the adults they will become. No easy task, especially with a topic like money. So,...

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How Much Should You Keep In Emergency Reserve?

How Much Should You Keep In Emergency Reserve?

Job loss, unexpected trip to the hospital, a tree falls on the house – events like these can send the unprepared into a financial tailspin. An emergency reserve is your mini financial self-insurance policy, so we all know we should have one. But, getting around to...

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Estate Plan or Legacy Plan – Which Do You Have?

Estate Plan or Legacy Plan – Which Do You Have?

Every family wants to create a sound legacy for their children for the future, but too many skip the critical steps in the present to achieve those goals. And, it’s no simple matter. Business owners have a lot to think about when deciding when and how to transfer...

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Quarterly Economic Update

Quarterly Economic Update

In this Q4 recap: Equities maintain their momentum to close out a strong year on Wall Street, helped by a slight thaw in the U.S.-China trade dispute and some better-than-expected domestic economic data.

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What Is a CFP® and Why Should You Care?

What Is a CFP® and Why Should You Care?

With titles like financial advisor, financial planner, wealth advisor, strategic wealth partner, just to name a few, the financial planning industry can be confusing for clients. And, on top of these, there’s an entire alphabet soup of designations advisors can earn....

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