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...

Newsletter: January 2022

Macro Overview A year after Covid-19 changed the course of travel, socialization, and financial markets, 2021 witnessed a much quicker rebound than had been anticipated. The equity market upswing caught many by surprise as it was not anticipated. Inflation brought...

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,...

Newsletter: December 2021

Macro Overview The onset of the most recent Covid variant, known as Omicron, stands to stall a global economic resurgence which has been gradual and fragile. The World Health Organization (WHO) reported that the new variant may pose a greater reinfection risk and be...
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