Articles

Improving financial markets have created a renewed interest in charitable gifting. One particular tool that we have found to be very effective in helping clients achieve their charitable objectives is donor-advised funds.

Bonds are fixed income securities which pay investors a set interest rate for a pre-determined period of time and then return the original principal at their maturity. There are many different types of bonds. Corporations often raise money by issuing bonds in addition to selling stock. Governments often use bonds to pay for their ongoing operations or specific projects, such as highways or new construction.

The Federal Reserve Board’s decision to stop raising the federal funds rate several months ago made many ask the question – Where is the economy headed now? Are we in for a sustained period of economic growth or are we headed down the road to an economic slowdown, or even a recession?

Whenever a loved one passes away, the grief can be more than a person can bear. However, the grief coupled with the burden of settling their loved one’s estate can be overwhelming. Here are a few things you can do to make the estate settlement process easier for your heirs:

Exchange Traded Funds (ETFs) are investments that offer many of the benefits of a mutual fund, but trade like an individual stock.

What would your family do if you had a temporary or permanent loss of income? While most could handle a short-term loss of income such as a job loss or temporary illness, few families can financially endure a more sustained loss of income.

Term life insurance provides coverage over a certain term, usually between five and 30 years. Today, most term policies will guarantee a level premium for only a specific number of years.