Tax Strategies and Charitable Giving For High-Net-Worth Individuals and Families
August 31, 2023
Finding ways to optimize your financial health while also making a positive impact on the world can be a challenging endeavor. One powerful avenue that intersects both goals is charitable giving. Not only does charitable giving allow you to support causes you care about, but it can also offer substantial tax benefits when combined with the right strategies. Effective tax strategies for charitable giving include distributions from an IRA, charitable ...
Investment Conditions and Outlook
July 18, 2023
July 2023 Investment Conditions & Outlook Executive Summary As we wrap up the first half of the year, we remain impressed with the economic resiliency and subsequent retracement of global stocks. Much like last quarter the equity market bounce has remained narrow and led by a single sector. The technology sector continued to be the significant driver of market performance. Companies involved in areas such as cloud computing, e-commerce, digital ...
