Charitable Donations: Stock vs. Cash

Charitable Donations: Stock vs. Cash

As we approach year end and the holiday season, you may be thinking about giving back. According to the Network for Good, 29% of all giving done on their platform in 2016 occurred in December, with 11% taking place over the final three days of the year. Properly planning your charitable contributions can help lead to a more profound positive impact on the cause of your choice while helping to alleviate the tax impact on yourself. Now is the time to plan out and begin to execute your charitable giving strategy.

Donating stock can be a very impactful way of making your charitable contributions. Consider these four reasons when deciding to donate stock vs. cash to your favorite charity or cause.
Read More..

Mid-term Election Jitters

Mid-term Election Jitters

Investors will recall that 2017 was a year characterized by an extreme lack of volatility in the stock market relative to historical norms. Coming into the current year, we said that investors should expect a pickup in volatility, and that the markets were overdue for a correction. Moreover, mid-term election years have historically exhibited greater volatility than the average year. Read More..

The Financial Crisis: Then and Now

The Financial Crisis: Then and Now

Today, we can look back and glean important insights from the financial crisis that began with the U.S. housing market and culminated with a full-blown global credit crunch that affected many countries around the world. This crisis, known as the Great Recession, is the worst recession in the United States since the Great Depression. The start of the crisis is often marked by the bankruptcy of investment bank Lehman Brothers on September 15, 2008. Read More..

What U.S. Blues?

What U.S. Blues?

What U.S. Blues?

The U.S. economy continues to show exceptional strength and resilience in the face of myriad negative headlines, as well as slowdowns in several parts of Europe and Asia. As the chart below shows, U.S. GDP growth bottomed in Q2 2016 and has risen sequentially in every quarter since. This trend is expected to continue for Q2 and Q3 of this year. Confidence also remains strong, with consumer confidence near its highest levels since 2000 and small business confidence at multi-decade highs.
Read More..

The “New Retirement”

The “New Retirement”

Emphasis in retirement is generally placed on financial planning, which is critically important, but doesn’t address the potential void of emotional, psychological, intellectual and physical adjustments. Serious attention to these non-financial aspects is important for those who are considering retirement, wanting to revitalize their current retirement and/or are a partner in a retirement relationship.
Read More..

Of Tariffs and Trade Wars

Of Tariffs and Trade Wars

When economists studied the Great Depression after the 1930s, one of the things that was cited as worsening the economic decline and prolonging the recession was the Smoot-Hawley tariffs.  This protectionist trade policy was signed into law in 1930 and raised the tariffs on over 20,000 imported goods to the U.S.  Despite nearly 90 years passing since then, whenever the term “trade war” surfaces in the media, folks immediately cite the mistakes from the 1930s and warn against repeating them.
Read More..