Articles

Charitable Planning – Client Letter»

March 21, 2018 –

If you support charitable organizations with cash gifts, there are other ways to support those organizations that may be more tax-efficient.  Please follow the link to download the entire letter.  Charitable…

A Primer on Market Lingo – Market Commentary»

October 18, 2017 –

The phrases bull market and bear market are among the many terms used in financial market parlance; they refer to periods of rising and falling prices, respectively.

Interesting Times – Market Commentary»

May 11, 2017 –

It is widely believed that the saying “May you live in interesting times” is the English translation of a traditional Chinese curse.

A Year of Surprises – Market Commentary»

January 18, 2017 –

2016 began in a very inauspicious manner in global financial markets, with global stock and credit markets plummeting for the first six weeks of the year.

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