2023 First Quarter Investment Report

Were last year’s market losses an illusion? We’ve now experienced two consecutive quarters of healthy market gains, the long-predicted recession hasn’t materialized despite rising interest rates and the Fed reducing … Read More

Tax-Smart Charitable Giving

There’s a persistent misnomer in the minds of some financial consumers that charitable giving can actually benefit the giver from a tax standpoint, if the gifts are carefully structured to … Read More

Volatile Gas Prices

If you enjoy painful memories, then think back to when the average price of gasoline at the pump was up over $5.00—last June. Today, the average price around the country … Read More

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