Maximizing Tax Savings with Donor-Advised Funds

Maximizing Tax Savings with Donor-Advised Funds

Jul 30, 2018 | Financial Planning

Photo by cabania Not only do donor-advised funds allow you to easily make charitable contributions to the organization of your choice, but they also allow many people to further reduce their tax obligations under the new tax laws. Maximizing Tax Savings with...
Trade War Investment Risks

Trade War Investment Risks

Apr 26, 2018 | Quarterly Commentary

Photo by freshidea “In 1930, the Republican-controlled House of Representatives, in an effort to alleviate the effects of the… Anyone?  Anyone?  …the Great Depression, passed the… Anyone?  Anyone?  The tariff bill? The Hawley-Smoot Tariff Act [sic]?...
Party Like It’s 1999

Party Like It’s 1999

Jan 26, 2018 | Quarterly Commentary

Photo by Yogesh “I was dreamin’ when I wrote this, forgive me if it goes astray. But when I woke up this mornin’, could’ve sworn it was judgment day. The sky was all purple; there were people runnin’ everywhere. Tryin’ to run from the...
Fixed Annuities

Fixed Annuities

Nov 17, 2017 | Investing and Markets

Photo by SecondSide Fixed annuities are complicated, expensive products that are marketed by insurance companies. While most investors should avoid fixed annuities, only those older investors who want guaranteed, predictable income and want to offset longevity risk...
The New Age of Monopoly

The New Age of Monopoly

Oct 26, 2017 | Quarterly Commentary

Photo by aleciccotelli This is an upsetting event to all of us here at United… I apologize for having to re-accommodate these customers.” – Oscar Munoz CEO of United Continental Airlines After refusing to give up his properly assigned airplane seat to an...
Pekin Hardy
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