Insights

The first six months of 2024 in the domestic equity markets mirrored how 2023 finished, with the S&P 500 up by nearly 15%. This strong performance widened the gap between domestic and foreign stocks, with the U.S. outperforming by over 10%. One of the driving factors in this disparity is the heavier weighting of the technology sector in the S&P 500, which is approximately 30%, compared to 15% in the EAFE index. The tech-heavy NASDAQ index even bested the S&P 500 for

Charitable giving is an important goal for many individuals and families. As people age and their wealth evolves so too should the manner in which they give. While cash and appreciated securities are the two most popular methods of giving available to everyone regardless of age, the option of giving via qualified charitable donations (QCDs) is oftentimes the most beneficial way for retirees to give. The ability to make QCDs has been around since the Pension Protection Act was enacted in 2006

For those entering the workforce or those that have been working for years, but only now have the capacity to begin saving for retirement, figuring out where to start can feel like a daunting task for many. Questions like “What type of account should I use?” “What is the difference between a Roth and a Traditional retirement plan?” “How much should I contribute?” and “What investments should I choose?” are common and can be overwhelming. Let us try to offer some

While fraud risk is nothing new, it is worth reminding ourselves that it is out there and a constant risk to all of us.  In addition to reminding ourselves, it is important to take the time to educate our kids and grandkids of the risks, help them identify red flags, and develop prudent practices to help avoid being victimized.  It is also important to keep our parents in mind too given the rise of elder abuse.  Nearly everyone in my