Investors could be forgiven for feeling a little frustrated in early 2023 when they reviewed their year-end statements. Stocks, bonds, and real estate investments all produced negative returns in 2022, […]
Tax Planning
05.20.2024
Why Didn’t 5% Rates Kill the Economy?
For the past several quarters, economic growth in the US has continued to surprise to the upside. While the economy tends to expand in most years, many analysts had assumed […]
04.16.2024
Cognitive Biases in Investment Decisions
This month we have been discussing behavioral finance at Elevate, which is the study of how human psychology affects investment decisions. Behavioral finance may not have quite the rich history […]
12.07.2023
Unlocking the Power of Donor Advised Funds
We recently welcomed guest speaker William (Bill) Hewitt, an Enterprise Account Executive at TIFIN, to walk us through the benefits of Donor Advised Funds (DAFs) in an informative Webinar. In […]
10.31.2023
Year End Planning: Changes for 2023 and Beyond
There are only a few weeks left in 2023, but there’s still plenty of time to make some smart moves before the end of the year. Many of the planning […]
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