Economic and Market Report: 2024 Second Half Outlook The first half of 2024 is just about officially in the books. It has been a rousing start to the year so far for the U.S. stock market. Following such strong performance in the first six months of the year, what can investors reasonably expect through the rest of 2024? The good …

Investors & the Markets: What to Watch Out for in an Election Year Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how …

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It) What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move? Probably not. That’s because both fear and greed make us reactive. These emotions tend to cloud our …

Why Financial Literacy is Important Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial literacy starts with a budget. Today, only one third of Americans have a …

What Are Your Planned Giving Options? Most nonprofit organizations today offer a variety of planned giving options that supporters can take advantage of. If you’re committed to supporting an organization into perpetuity, planned giving provides you with the option to do so. While consulting with your tax or financial advisor is recommended before making any planned giving decisions, it can …

Managing Emotions and Expectations during Market Uncertainty Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of …

5 Year-End Tax Planning Opportunities for the Savvy Investor Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year comes to a close that can help maximize your refund or minimize your liability. Are you taking advantage of the following tax-saving strategies with …