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...

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,...