April 2017

The Alphabet Soup of Planned Giving Vehicles

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It is easy to get lost in the alphabet soup of Planned Giving vehicles.  CGA, CRAT, CRUT, and DAF are common abbreviations for Planned Giving Vehicles used by charity groups, financial advisors, non-profit groups, and estate planning attorneys. People in these groups, myself included, can slip into “industry speak” and lose the charitably minded audience we are trying to help.  My hope is to briefly explain a few of the different Planned Giving Vehicles and the tax benefits to donors.

Monthly Markets Memo - April 2017

World Money Small.jpgby Dan Zalipski & Scott Rosenquist, CFA

Market Update

The U.S. Equity markets had a good start to the year adding to the post-election rally.  Much of the performance was attributed to an improving economy and the potential of regulatory and tax reforms contained within the new administration’s agenda.  More recently however, the U.S. equity markets have hit the pause button, seemingly taking a breather while assessing the feasibility of these reforms. 

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