Year-End Reflections on the New Tax Law We interrupt your busy holiday season with a reach-out on the recent U.S. tax code overhaul. While the ink still dries on this sweeping new legislation, you may be wondering whether there...
Bitcoin & Cryptocurrency: What’s It All About? Have you caught cryptocurrency fever, or are you at least wondering what it’s all about? Odds are, you hadn’t even heard the term until recently. Now, it seems as if everybody...
With only a few weeks left in 2017, it’ll soon be time to hang stockings, light Menorahs, and figure out your resolutions for New Year’s Eve. However, if you want to try to reduce your tax liability for 2018,...
Happy Thanksgiving! It’s so easy to get caught up in the daily grind of our fast-paced world. Sometimes it can be tough to appreciate what’s right in front of you. Around Thanksgiving, thankfully, we are often forced to pause and...
By: Chris Hughes, CFP® Want to make a sizable donation to your favorite charity, or help a child out with a gift? Did you know that you could be missing out on significant tax savings when you gift using...
appreciated securities, charitable donations, donor advised funds, gifting, philanthropy, tax planning, tithing
Our Mantra If you’ve taken our past advice about ignoring the onslaught of breaking market news, you probably didn’t read Russell Investments’ recent “2017 Global Market Outlook Q4 Update.” We’re not prone to pore over these relatively unremarkable...
Investment Market Update: Q3 2017 If you would have told us in June that after all of the headline-grabbing events over the last three months—failure to pass healthcare reform, hurricane after hurricane after hurricane, saber-rattling by the North Korean dictator...
September 2017 It will soon be the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half...
You may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people. The hackers accessed people’s names, Social Security numbers, birth dates, addresses and, in some instances, driver’s license numbers. They...
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. People rely on a lot of different information...