February 2020

Give and Receive - Strategies to Optimize Charitable Giving

Scan Alert Image.jpg  By Jon Flaherty, CFP ®

What’s your favorite charity to support and do you wish you could give more?  Have you ever thought about how and what you’re gifting to your charity of choice?  For most folks, the standard is to write a check or give cash, but there could be more tax efficient ways to make your gift.  If we can help you optimize your gifting strategy, would you give the difference to charity too?   

Monthly Markets Memo - February 2020

World Money Small.jpgby Dan Zalipski, CFA 

The markets got off to a great start for 2020.  Investor’s cheered as the phase-one trade deal deescalated the trade war with China.  Fourth quarter earnings growth were expected to come in slightly negative (-1.7%) but have thus far come in slightly positive (0.7%).  There are still several companies that have yet to report their results, so these numbers can and will change.  As of now, however, the results are encouraging.  The January jobs report also surprised investors, easily exceeding the forecasts and highlighting the ongoing resilience of the U.S. economy.

Well Done Jon!

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Congratulations to Jon Flaherty for attaining his CERTIFIED FINANCIAL PLANNER™ certification.  Well done Jon!

Market Minute - February 11, 2020

World Stock Market Growth Compared with the U.S.

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