Tag Archives | investment

Charitable Giving Made Easy

A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. It’s similar to a private foundation but requires less money, time, legal assistance, and administration to establish and maintain. A donor-advised fund also enjoys greater tax advantages than a private foundation.   What is […]

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The Perils of Market Timing

Missing just a few days of high returns in the stock market can substantially erode long-term performance. The harsh reality of market efficiency has not stopped speculators and other traders from attempting to read the future. On paper, market timing offers a seductive prospect: By predicting market direction ahead of time, a trader might capture […]

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Missing Opportunity

Apple stock has been an incredibly profitable investment. Stories about winners like Apple encourage many investors to seek the next Apple. The issue is that identifying the next big winner ahead of time is not a consistently profitable investment strategy. In fact, the majority of professional investors who attempt that strategy underperform a simple indexed […]

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Taking a Comprehensive Approach to Your Financial Life

Money means different things to different people. Each of us has different dreams. You may want to achieve financial freedom, provide seed capital or a top-flight college education for your children or grandchildren, have a vacation home on the beach or in the mountains, or leave behind an enduring legacy that will allow you favorite […]

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Five Key Concepts for Financial Success

While investing can at time seem overwhelming, the academic research can be broken down into what we call the Five Key Concepts to Financial Success. If you examine your own life, you’ll find that it is often the simpler things that consistently work. Successful investing is no different. However, it is easy to have your […]

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