November 18, 2024 Weekly Market Insights

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent. The Dow Jones Industrial...

Understanding Qualified Charitable Distributions

As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and manage your retirement income. Here are some...

Inflation & Your Money

“If the current annual inflation rate is 3 percent, why do my bills seem like they’re 10 percent higher than last year?”1 Many of us ask ourselves that question, and it illustrates the importance of understanding how inflation is reported and how it...

November 4, 2024 Weekly Market Insights

Stocks slid last week as mixed economic data and strong-but-not spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent. The Dow Jones Industrial...

Four Steps to Valuing an Estate

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate. 1 How to Assess the Value of an Estate Select the date of calculation. Because values move up and down, you need to set a...