The Stock Market in an Election Year

The Stock Market in an Election Year

As the 2024 presidential election approaches, many investors are questioning how the stock market will react and what actions they should take with their portfolios. Roughly half of investors are concerned about the possibility of another four years for Joe Biden. The...
Reduce Taxes with Charitable Giving

Reduce Taxes with Charitable Giving

Charitable giving not only supports meaningful causes but can also help reduce taxes if done strategically through gifting appreciated shares, Qualified Charitable Distributions (QCDs), and Donor-Advised Funds. Smarter Ways to Give to Charity and Save on Taxes Giving...
2024 Stock Market Predictions

2024 Stock Market Predictions

What do financial experts say is going to happen in the stock market during 2024 and should we listen? The evidence suggests that despite these institutions spending millions of dollars or more on market research, it is incredibly difficult to predict future...