Last Week's Market Recap and Ahead
2022 has certainly been a unique market. Below is quick month by month
What is a 1031 Exchange?
This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.
Market Recap and the Week Ahead | Silver Linings
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
Recap and the Week Ahead | Big Week
Big Week as we start to close out the year. Tomorrow (8:30am EST), we get the November CPI report. Market expectations are for a
Your Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.