The economy and markets took a hit during the first quarter of 2022. The Russian war against Ukraine is a significant event that has worsened the shortages and inflation pressures already felt as a result of the COVID-19 pandemic. We don’t know how Ukraine will turn out, but we do know that stocks have weathered […]
Current Perspectives
The Real Benefits of Diversification
By Michael Donahoe, CFP® Have you ever played roulette? If so, you likely bet on several numbers rather than pinning all your hopes on one and letting it ride. There’s nothing more daring than betting on a single number to win. Especially if you’ve got a decent chunk of money on the table, why risk […]
Could a Donor-Advised Fund Save You Money on Taxes?
By Michael Donahoe, CFP® Can you think of one person who doesn’t want to minimize their taxes and be generous at the same time? Neither can I. Donor-advised funds could be a great option to lower your taxable income, which will then decrease the amount you pay in taxes and simultaneously give more money to […]
Quarterly Investment Commentary: January, 2022
Despite challenges, including an unexpected resurgence of COVID, the return of inflation, and disruptive supply chain issues, the U.S. economy and markets faired surprisingly well during 2021. In fact, recent economic indicators suggest significant momentum in the economy. Consumer spending has been booming, employment is strong, and housing starts are on the increase. At the […]
Quarterly Investment Commentary: October, 2021
The third quarter of 2021 was marked with investors continuing to experience above average gains for the year, but with some bumps in the road during September. Major global events, such as the continuation of the Delta variant, chaos in Afghanistan, and the China Evergrande debt default have been dominating the headlines. These events, and […]
