Macro Overview Market dynamics are shifting as …
Could a Donor-Advised Fund Save You Money on Taxes?
By Greg Hart, CFP® Giving to worthy organizations is a top priority for many people. The tax break that went along with their generous gesture was just an added bonus! Unfortunately, the 2017 Tax Cuts and Jobs Act, with its higher standard deduction, causes many people to lose out on the tax …
Newsletter: January 2022
Macro Overview A year after Covid-19 changed the …
The Real Benefits of Diversification
By Greg Hart, CFP® If you’ve ever played roulette, 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. If you’ve got a decent chunk of money on the table, why risk it? We’re all …
Newsletter: December 2021
Macro Overview The onset of the most recent Covid …