The Timeless Tradition of Charitable Giving October 01, 2019 As 2019 wanes, consider the many ways charitable giving can brighten a holiday season. Charitable giving is a tradition for many of us, but did you know that tradition is as old as time? In fact, the name for doing good
A few weeks ago, we had a cooking class event and the theme was "Farm-to-Table". It was a lot of fun! We enjoyed the cooking, the food, the drinks, and especially the company. We look forward to hosting additional events in the near future, and connecting with more of our
The Markets Rebound as Trade Tensions Cool September 30, 2019 The markets have a lot to contend with as we close out the third quarter and the month of September. Financial fundamentals are taking a back seat to political considerations and trending sentiment partly because the data has been mixed,
Check This List - Twice - Before Year-End September 17, 2019 Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances
6 Actions That Can Build an Enduring Philanthropic Legacy September 10, 2019 Making a difference can start with how you live your everyday life. When you think about your legacy, perhaps you hope to one day be described as a philanthropist. You don’t have to be Bill Gates to earn
It was the first day of school for Dawn’s kids. They were super happy and excited. Can you tell by their smiles and silly-making faces?