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Understanding Qualified Charitable Distributions

If you have an IRA and are required to take annual distributions, and you are charitably inclined, listen up: the new tax law means you might want to consider Qualified Charitable Distributions as your means of making donations. A Qualified Charitable Distribution (QCD) means donating all or a portion of your annual required minimum distribution […]

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Saving for College with 529 Plans

If you are putting away funds dedicated for your child’s higher education expenses, a 529 College Savings Plan is tough to beat. These plans allow parents and grandparents to put away funds for a child’s education, and the growth on the account is tax – free when used to pay qualified education expenses. In some […]

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Protecting Your Identity and Privacy: The Equifax Data Breach

Protecting Your Identity and Privacy: The Equifax Data Breach   No doubt you have heard that Equifax, one of the three major credit reporting agencies, had a data breach and as many as 143 million American’s may have had sensitive information stolen. Names, addresses, Social Security numbers, birth dates and other identifying data may have […]

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Step off the Curb

By Beth Baer   Those of you who have known me for awhile know this is an expression I use frequently. Often it’s in the context of encouraging (some say pushing) someone to leave the safety of their known universe and courageously move into new possibilities in their lives. Is there usually risk? Maybe, but the […]

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SEI Weekly Market Update

Weekly Market Update from SEI: SEI Weekly Market Update 170120

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SEI Weekly Market Update

You can download SEI’s Weekly Market Update from this link: sei_weekly_market_update_16_dec_2016_us-2

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Interest Rates, the Federal Reserve, and the Economy

The Federal Reserve announced on  December 14, 2016 that they were increasing the federal funds target rate by 0.25%. This move has been much anticipated and was certainly not a surprise, but does say a lot about the state of the economy and has long-term implications for both stocks and bonds. I thought I’d take […]

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The Election and the Market

The presidential election is on everyone’s mind this fall, and many of our clients have expressed understandable concern about what effect the election will have on the stock market. Regardless of political leanings, many view the political situation as a sinking ship that will inevitably drag the market down with it. Not necessarily, if history […]