Quarterly Commentary
06/14/2023
First Quarter 2023 - Stocks and bonds rebounded strongly in the quarter fueled by lowered interest rate expectations. The global economy likely grew during the quarter, buoyed by demand from the U.S. consumer and China?s reopening.
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Charitable Giving
05/30/2023
Having a deadline is helpful to many of us. In such a busy world with so many things coming at us from different directions it is easy to put things off that don?t have a deadline. Most who are charitably inclined are passionate about the charities they support and often times are able to contribute additional funds because of the resulting tax benefit. The December 31st tax deadline, however, has moved most of us in the direction of gifting when that deadline nears. As that deadline nears this year, we encourage you to consider how your charitable ideals are being incorporated into your overall financial plan.
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