by Joe Allaria | Dec 29, 2021 | Article, Portfolio Management, Risk Management
Health Savings Accounts: A Best-Kept Secret? Health Savings Accounts (HSAs) are somewhat of a hidden gem in the investment world. Many people may have heard of an HSA before, but few are aware of how beneficial they can be. In many of my own client interactions, I...
by Joe Allaria | Dec 11, 2021 | Article, Tax Planning
Charitable Donations Using Stock, Not Cash Charitable donations can help lower taxable income for those that itemize deductions, and donating appreciated shares of stock instead of cash could also help eliminate capital gains to the stockholder. Making charitable...
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