When volatility increases in the markets, it’s easy to second-guess your investment plan instead of assessing it properly. The hallmark of a successful investor is the ability to focus on both the returns and the risk level of an investment. While the the introduction of negative returns is a reminder of the existence of risk, the assumption of...Continue Reading

Under the Tax Cuts and Jobs Act (TCJA) of 2017, there was one topic of the tax law that seemed largely unaddressed: charitable donations. That didn’t prevent several other aspects of the act from having meaningful ramifications on the outlook for charitable giving as a whole throughout the country. While many people are wondering how their...Continue Reading

Do you remember Bitcoin? Probably, but do you spend as much time thinking about it as you did in early 2018? Most likely not, and if that’s the case maybe now is a good time to reflect on the lessons learned from the Bitcoin frenzy. Whether it was Bitcoin or some other great investment idea you...Continue Reading