Election Year Upset: The Trump Effect on Markets
I find that once again, rather than writing on the idea of financial plenty, thankfulness for that abundance and charitable giving, events in Washington, D.C. dictate that I discuss other […]
Charitable Giving
Summer “Vacation”: Off Hours Activities that Provide More Perspective
July is traditionally the time for vacations, and I did take a short one. But some other time away put way more perspective on markets, portfolios and financial plans. Early […]
Seven Savvy Charitable Giving Strategies
As we approach the end of the year, our thoughts turn not only to thankfulness for the blessings in our lives, but also to giving back. One of the great […]