Summary of 3Q/2020: Continued Climb with a September Setback
For the third quarter, the market was up nicely overall but with a surprise downturn in September. Which asset classes outperformed and underperformed?
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5 Myths about Low-Cost and Fixed-Fee Financial Advisors
If you have a moment, please perform the following exercise: Make a list of everyone who performed a service for you over the last year and how much you paid them. Now rank them from highest to lowest. If you are like most professionals or entrepreneurs, your financial advisor is at the top of that list with nobody else being even a close second. Why is that?
Some Basic Charitable Giving Strategies
One of the best ways to reduce the bite of taxes while doing good is to donate to a worthwhile charity. In this article, we will review some of the basic ways to accomplish this.