by Shauna Newton | Jul 6, 2026 | Charitable Giving
Author: Meg Bergner, JD, CFP® For many, charitable giving is an important part of their overall financial and legacy planning strategy. Two common vehicles used to support philanthropic goals are private foundations and donor-advised funds (DAFs). While both offer tax...
by Shauna Newton | Jul 6, 2026 | Estate Planning
Author: Tiffany Wingo, JD If you are caring for a family member with a disability, a special needs trust (also called a supplemental needs trust) can be an important planning tool to help provide for your loved one. When an individual with a disability receives...
by Shauna Newton | Jun 26, 2026 | Market Commentary
Author: Davis Finke, CFA Continued weakness in technology stocks weighed on markets this week, with both the S&P 500 and the tech-heavy Nasdaq finishing in the red. The Dow, which has much less technology exposure, was the only major index to finish the week...
by Shauna Newton | Jun 18, 2026 | Market Commentary
Author: Davis Finke, CFA This week, the Fed’s Open Market Committee concluded its first meeting under new Chair Kevin Warsh. As anticipated, the Fed held rates steady at a target range of 3.50%–3.75%, with no dissent. With that decision widely expected, markets...
by Shauna Newton | Jun 12, 2026 | Market Commentary
Author: Davis Finke, CFA After markets started the week on shaky footing, all major equity indexes finished higher following a Thursday and Friday rally driven by news of a potential agreement between the U.S. and Iran. As a result, oil prices fell to their lowest...
