The whole idea behind asset allocation is to own a bunch of fundamentally different things that behave in fundamentally different ways as part of an investment portfolio. Some years are good for the stock market and some are bad. In the bad years, you want to own things that are going up, or at...

Giving charitably can generate a wonderful feeling – that feeling that you personally made the world a better place by supporting a cause you’re passionate about.  In addition, you also receive a tax benefit by way of a deduction on your tax return for the dollars you give.

Presenters:  Lowell Pratt, CFA, Andy Pratt, CFA, CAIA, and Adam Newman, CFA, CFP®, MT, RICP®

With 2024 coming to a close, it is important to ensure year-end planning items are completed before December 31. Whether they be for tax-planning, retirement or other financial planning purposes, the following are a few reminders of what you may need to review before ringing in the New Year.

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