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We can’t control the future. But we can have some control over the present. By talking with your family about the current state of your finances, your future plans, and your wishes for your estate after you’re gone, you’ll help everyone put their best foot forward and prepare for whatever is to come.
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Charitable Giving Vehicles

Learn how to use charitable giving tools to grow a donation through investment, possibly allowing you to donate more than by gifting directly.
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Strategic Charitable Giving

Important tips about charitable giving
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The Efficient Market

Few things behave as erratically as the stock market. Prices seem to move without rhyme or reason. Companies see their stock values bounce around every day, even though they only announce new information a few times a year.
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The Big Mac Index

Tarot cards, crystal balls, palm reading and…the Big Mac? According to The Economist, the Big Mac, too, can be used to predict the future; in fact, the Big Mac might just be the most scientific predictor of any of this list.
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Congress Ends Two Advanced Social Security Strategies

In November 2015, Congress passed a law that raised the national debt limit and prevented a government shutdown. The law included provisions that removed two social security filing statuses: “file-and-suspend” and “file-and-restrict.”
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2016: The Year of the Raise

In the years since the Great Recession, America has seen numerous financial benchmarks return to positive levels: housing prices have largely recovered, unemployment has dropped to half its peak, new automobile sales have been pushed to record highs and most of world stock markets have significantly surpassed their pre-crisis values.
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