Blog & News

Hear from our team of highly skilled industry veterans about current market news and trends.

  • Maximizing Your Charitable Giving

    When the Tax Cuts and Jobs Act increased the standard deduction, many predicted that charitable donations would decrease. While data about charitable giving for 2018 has yet to be released, we believe that this will not be the case. The U.S. is considered the world’s most generous country, having donated more than $410 billion in 2017 alone. In our opinion, Americans...

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  • Why long-term investing is similar to buying a home

    For many, investing in a corporation is more like a trip to Las Vegas than a commitment to their financial future. However, when you think about long-term investing consider the parallels between purchasing a home and selecting high-quality investments. For the vast majority of Americans, their most profitable asset will continue to be their home. We believe the reason for this success is twofold:...

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