Should we be Bullish for the 2nd Half of 2023?
It’s safe to say that with all the talk of a pending recession coming into 2023, the first half of the year has been more favorable than expected for stockholders. The S&P 500 is up around 20% from its lows in October 2022. This has been nice to see but is...“Is Cash King Yet Again?”
Blog “Is Cash King Yet Again?” The rapid and parabolic rise of interest rates throughout 2022 and into 2023 has meant that there are finally alternatives to investing only into high growth stocks. For so much of the bull run in 2020 and 2021, the alternatives...“Uncertainty is the Only Certainty”
Blog “Uncertainty is the Only Certainty” If you keep up with the news on a daily basis, it’s hard not to notice the constant fluctuation and turmoil on a geopolitical and financial front. Whether it is increasing interest rates, persistent inflation, or...“Re-Thinking your Giving with a Donor Advised Fund”
“Donor Advised Funds are a great way to be more intentional and tax efficient with your charitable giving!”