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Qualified Charitable Distributions
If you’re charitably minded and in your 70s, there’s a powerful tax strategy you may be overlooking: Qualified Charitable Distributions (QCDs). Typically, withdrawing money from an IRA is taxable. Once…
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Macroeconomic View & Markets
Global equities continued to rally throughout the quarter. They reached all-time highs again in late June, as measured by the…
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Death is Easier, Financially
In my last column, “What Happens if You Live?”, I discussed living but not being able to make your own…
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Built to Last: Time IN vs TimeING
Do you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index closed the day at…
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Macroeconomic View & Markets
What a difference a year makes. In February of 2020, we were talking about the end of the longest bull…
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What Happens if You Live?
Many people think Estate Planning is only about where their money and property go after they die. While this is…
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If You Remember Only These 5 Things
First and foremost, considering all the unusual turmoil in our lives the past year, we thank you for the trust…