Resources

Gifting Strategy

Gifting Strategies to Save Taxes

Charitable gifting can be a great way to support non-profit organizations that you care about and save taxes at the same time. Tax qualified deductions

Stock market

2022 Q3 Market Recap

It’s hard to believe that we’re three quarters of the way through 2022 already! However, if you diligently watched the stock market last month, you

Rocky Road Ahead

In January 2022, Fed Chairman, Jerome Powell, acknowledged that the Federal Open Market Committee (FOMC) was behind in addressing inflation. Therefore, they set a plan

Is the Recession Officially Here?

This week, the U.S. Federal Reserve Board increased interest rates for the fourth time this year with another three-quarter point, or 75 Basis Points (BPS).

Using Volatility to Your Benefit

Using Volatility to Your Benefit

The stock market is not for the faint of heart! However, those who have been through the Dot-Com bubble burst, the Great Recession, and the

Mid-Year Review

Mid-Year Review

June was a tough month for the stock market! The U.S. Federal Reserve Board surprised many with a three quarter point interest rate increase –

Mixed Market News

Mixed Market News

May was a hard month to digest. We saw stocks drop over 9% from peak to bottom in two-weeks, with a sudden rebound in the

Bear Market Investment Strategies

Bear Market Investment Strategies

As of this week, the Dow Jones Industrial Average (DJIA), a stock market index that tracks 30 large publicly traded companies, was down approximately 13%

Inflations

Recession Looming?

Inflation in the U.S. accelerated to 8.5% in March 2022, as compared to the same month a year ago. We have not seen inflation this

Gifting Strategy

Gifting Strategies to Save Taxes

Charitable gifting can be a great way to support non-profit organizations that you care about and save taxes at the same time. Tax qualified deductions

Stock market

2022 Q3 Market Recap

It’s hard to believe that we’re three quarters of the way through 2022 already! However, if you diligently watched the stock market last month, you

Rocky Road Ahead

In January 2022, Fed Chairman, Jerome Powell, acknowledged that the Federal Open Market Committee (FOMC) was behind in addressing inflation. Therefore, they set a plan

Is the Recession Officially Here?

This week, the U.S. Federal Reserve Board increased interest rates for the fourth time this year with another three-quarter point, or 75 Basis Points (BPS).

Using Volatility to Your Benefit

Using Volatility to Your Benefit

The stock market is not for the faint of heart! However, those who have been through the Dot-Com bubble burst, the Great Recession, and the

Mid-Year Review

Mid-Year Review

June was a tough month for the stock market! The U.S. Federal Reserve Board surprised many with a three quarter point interest rate increase –

Mixed Market News

Mixed Market News

May was a hard month to digest. We saw stocks drop over 9% from peak to bottom in two-weeks, with a sudden rebound in the

Bear Market Investment Strategies

Bear Market Investment Strategies

As of this week, the Dow Jones Industrial Average (DJIA), a stock market index that tracks 30 large publicly traded companies, was down approximately 13%

Inflations

Recession Looming?

Inflation in the U.S. accelerated to 8.5% in March 2022, as compared to the same month a year ago. We have not seen inflation this