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What Is a Donor-Advised Fund? A Donor-Advised Fund is a charitable giving account that allows you to contribute assets today, receive an immediate tax deduction, and recommend grants to qualified charities over time. You can think of it as a personal foundation without the administrative burden. Key Features and Benefits • Immediate Tax Deduction in Year…
Market Update: Q1 2025 With Q1 2025 now behind us, markets have navigated a shifting terrain of opportunities and uncertainties, driven by a new Trump administration’s push for tariffs, tax cuts, and deregulation. We are witnessing a significant global economic transition, marked by a new U.S. administration under President Trump, which has launched initiatives including…
Market Rundown 2024 As we close out 2024, markets reflect a year of profound global and economic shifts. The inauguration of a new U.S. president has introduced policy shifts to address persistent economic challenges, such as inflation control, infrastructure investment, and energy transition. These efforts are expected to shape domestic markets and influence global trade…
Over the past few decades, the investment landscape has been characterized by declining interest rates, low inflation, and globalization. However, this is now changing. Interest rates are at a 23-year high, inflation remains elevated, and globalization is facing headwinds. Additionally, geopolitical tensions have increased. And despite the highest Federal Reserve policy rate in 23 years,…
Market Expectations: Investors are keenly observing the Federal Reserve’s actions amid concerns about rising inflation. Historically, the Fed has responded to inflation by adjusting interest rates, and many anticipate a similar move in 2024. However, the Fed’s decisions are influenced by a range of economic indicators, including employment numbers and GDP growth, not just inflation…
Over the past year, equities have shown significant upward momentum, rebounding strongly since the S&P 500 hit a low point in October 2022. This surge has resulted in a remarkable 26% increase in the S&P 500 over the last year, prompting questions about the potential for further growth. Despite concerns of a looming recession in…
The market can fluctuate and make various investment vehicles attractive. Throughout 2023, Money Markets were a haven for cash; they returned greater than 5% while possessing little to no risk (Moody’s Analytics). As an investor, you are trying to find the best possible way to create the highest return on what you own. The current…