Bear Hunting

As decisively as markets closed down in September, they rebounded in October with equal gusto, seemingly continuing in November so far as well. With that in mind, we offer some context and a framework for how the market can bottom and what it means for us as investors…

The Bear Market Field Guide

There is nothing enjoyable about market corrections and/or recessions. They create fear, anxiety and uncertainty. Perspective can go a long way to successfully navigating these periods, uncomfortable and difficult as they may be. Outlined below is some enduring wisdom we can share…

Making Your Charitable Gift a Reality

In our series we have discussed how to determine if you can afford to be charitable, and if so, how to consider those things that provide you with your Charitable Aspirations. In this article, we consider how to go about making your charitable gift a reality. For our...

Charitable Aspirations

Where and How Do You Want to Interact with Charitable Giving? In our last article, we discussed how one can determine if they can be charitable. Once you have done the analysis to determine what assets and cash flow you need to provide for your living expenses through...

Can I afford to be charitable?

Intellectually, people know that charitable giving is a good thing. Emotionally, they know that giving will make them feel good. Yet, often they do not know how to think about their giving. Most questions they confront tend to center around “My first responsibility is...