January 29, 2024 Weekly Market Insights

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead  Big tech was back last week, pushing the Dow and the...

Making a Charitable Contribution

Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity may allow you to manage your...

Insuring Your Second Home

When it comes to insuring your second home, you may find that the coverage you need is quite different from what you have on your primary home. The Unique Risks of a Second Home Your current homeowners policy may allow for coverage of two properties under one policy,...

January 15, 2024 Weekly Market Insights

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week that ended on a high note. Stocks...

White Elephant Inheritance

Have you ever had to deal with a “white elephant”? Not the actual pachyderm, but what Merriam-Webster calls “a property requiring much care and expense yielding little profit” or, more simply, “something of little or no value.” Of...