Leadership transitions, growing philanthropic goals, and operational inefficiencies often signal the need for change. The right foundation management software streamlines operations, ensures compliance, and maximizes impact. From advanced technology to expert advising, finding the right partner can transform the way you give. Is your foundation operating at its full potential? Let’s explore better solutions!
Read MoreYour instincts protect you in daily life—avoiding risky ladder steps or ignoring sketchy email links. But when it comes to investing, those same instincts can lead you astray. Playing it too safe? That could be the biggest risk of all. Discover why sitting still can sometimes be the best move, why your portfolio shouldn’t mirror the S&P 500, and how downturns can be golden opportunities. Ready to challenge conventional wisdom?
Read MoreNavigating tax season as a retiree can be complex, but with the right strategies, you can ensure you're making the most of your financial situation. Have you considered how your deductions, investment income, or retirement plan distributions might impact your taxes? Our checklist helps you identify key issues to review, from standard deductions and capital gains to Required Minimum Distributions (RMDs) and charitable giving.
Read MoreJanuary’s CPI jump raised concerns, but a deeper dive reveals a seasonal trend at play. See why this may not signal lasting inflation.
Read MoreNavigating Required Minimum Distributions (RMDs) can be complex, but careful planning can help optimize your withdrawals and minimize tax implications. This checklist will guide you through key considerations, from tax withholding and market conditions to charitable giving strategies. Take a moment to review and ensure you're making the most of your RMD decisions this year!
Read MoreLast week’s tariff announcement sent ripples through the markets—but what does it really mean for investors? In this week's Insights, we cut through the political noise and take a focused look at the potential economic impact. Will these tariffs fuel inflation, slow growth, or serve as a mere bargaining chip?
Read MoreNot sure whether to contribute to a Roth IRA or a Traditional IRA in 2025? This step-by-step guide helps you navigate your eligibility, tax benefits, and long-term strategy to make the best decision for your retirement savings!
Read MoreIs the AI revolution entering its next phase? The "DeepSeek moment" could be as transformative as the rise of semiconductors—slashing AI costs and reshaping the market. With AI-related stocks reacting sharply, what does this mean for investors? Dive in to uncover the risks, opportunities, and long-term strategies that could define the future of investing.
Read MoreThe U.S. economy grew at a 2.3% annualized pace in Q4—down from 3.1% in Q3—but don’t let that headline fool you. The Fed isn’t rushing to cut rates, and consumer spending remains strong. What’s driving the economy now?
Read MoreStay organized and stress-free with our comprehensive checklist of documents you'll need to file your 2024 tax return. Whether it’s income details, deductions, credits, or other key items, this guide ensures you don’t miss a beat.
Read More2024 marked the toughest year for housing in nearly three decades, with home sales plunging to their lowest levels since 1995. Surprisingly, prices remained resilient, bolstered by a shortage of homes for sale. As homeowners cling to low mortgage rates, the question looms: Will the spring market bring relief, or will high prices and scarce inventory define the new normal?
Read MoreMarket corrections are inevitable—whether it’s next year or five years from now. The question isn’t if it’ll happen, but how prepared you are to face it. A “lifeboat drill” for your portfolio can provide the clarity and confidence you need to weather downturns without emotional decision-making. Learn how this proactive exercise can align your investments with your goals and build resilience for the future.
Read MoreChoosing the right charitable giving vehicle can maximize your impact while aligning with your financial goals. This comprehensive chart highlights the key differences between popular options, including donor-advised funds (DAFs), charitable trusts, pooled income funds (PIFs), and charitable gift annuities (CGAs). Whether you're looking for flexibility, tax advantages, or a fixed income stream, discover the best fit for your philanthropic journey.
Read MoreMarkets took a sharp turn from suspense to relief this week as inflation data soothed investors' nerves. What sparked the rally, and how should you navigate the twists and turns of market sentiment?
Read MoreCan you contribute to a Roth IRA in 2025? Discover the key income limits, eligibility rules, and potential strategies to maximize your retirement savings. Take our quick questionnaire to find out if you qualify and start planning for your financial future!
Read MoreCould the Social Security Fairness Act of 2023 Boost Your Benefits? This bipartisan bill aims to eliminate the WEP and GPO, potentially increasing Social Security benefits for public sector workers. Stay informed and take action to maximize your retirement income—learn what steps to take now!
Read MoreAmidst robust job growth and falling unemployment, Wall Street's reaction was unexpected. Why did good news send markets tumbling? Dive into the complex interplay of economic strength, interest rate fears, and market volatility in our latest commentary.
Read MoreScammers are targeting clients with alarming texts about large ACH disbursements from their accounts. These messages come from international numbers and include spoofed Schwab URLs. Stay vigilant! Your security is our priority! Read the full memo for critical steps to protect your account!
Read MoreAfter a nine-month bear market, 2023 and 2024 delivered back-to-back S&P 500 gains exceeding 20%—a feat achieved only seven times in nearly a century. With robust economic growth, falling inflation, and strategic Fed rate cuts, these two years marked the best performance in 25 years. But as 2025 begins, will optimism prevail, or could unexpected risks shake the market? Dive into the key trends, catalysts, and challenges shaping the year ahead.
Read MoreAs the holiday season kicks into high gear, don’t let the year slip away without a quick financial check-in! From unsticking idle cash to making the most of new retirement rules, a little planning now can set you up for big wins in 2025. Plus, discover tax-smart giving strategies and key deadlines to keep on your radar—all while making time for self-care. Ready to start strong?
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