Kevin Oleszewski, Senior Wealth Planner ‘Tis the season to give. In fact, 37% of charitable giving occurs during the last quarter of the year — 20% of it in December alone, according to a survey conducted by the Blackbaud Institute. And while the holidays are traditionally a time to reflect …
Like many Americans, most of our clients are charitably inclined, having grown up with a tradition of some level of family philanthropy. Whether it’s giving back to their church, being involved in their community or sponsoring their favorite charity, Americans share in a charity’s focus of …
To avoid the common confusion that lies between investment banking and asset management, let’s first look at what each of these fields truly is.
Published by Teresa Milner A young lady was referred to me for my financial services this past month. We got together for lunch and by the end of our time together, she may have felt more like she was speaking to her mother. The more she shared her current situation, the more I realized she …
Published by Jason Comes, Wealth Advisor Most voters were caught off-guard last month when President Elect Donald Trump won the election. And yes, many Wall Street firms were wrong about their stock market predictions if Trump won as well. After the initial election night scare, all of the …
Anyone who understands the time value of money understands that when it comes to investing, earlier is better. And yes, anyone would encourage you to the fullest of their ability to invest as soon as you can. But how do we invest early?
Published by Rob Furlong, Co-Portfolio Manager, and the Carson Group Partners Investment Committee Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on …
