4 ways to make your charity go further

Charitable giving is bigger than dollars and cents. So when clients want to build charitable giving into their financial plan, we start there: What do you want to accomplish, and why is this cause important to you? That can help us figure out innovative ways to maximize your impact. It may be a simple case of donating something small each month. Often, however, giving strategically can help  you do even more good.

Monthly Market Update – November 2025

Market turbulence post-shutdown Investors continue to ride out market turbulence as post-shutdown fallout, conflicting economic data, and renewed speculation over the Fed’s next move fuel ongoing uncertainty and volatility. After months of steady gains, major indices fell sharply in early November. The Nasdaq dropped about 3.4%, losing $1.74 trillion in market value, while the S&P […]