What is a Donor-Advised Fund and How Does it Work?
Got stock or mutual funds that have grown a lot over the years? There's a giving strategy that lets you support the causes you care about, skip a chunk of the tax bill, and decide the timing yourself. Here's how a donor-advised fund actually works.
Faith-Based Investing: Do You Know What You Actually Own?
You'd never deliberately invest in a company that conflicts with your values, but if it's one of 500 holdings in your S&P 500 fund, you already are. A look at faith-based investing, biblical stewardship, and what it means to be an owner instead of just a consumer.
Tax Loss Harvesting: Optimizing Your Investment Strategy
Tax loss harvesting is a strategic investment technique that can help reduce your tax liability by offsetting capital gains with realized losses, potentially improving your after-tax returns.
As an investor, it's crucial to understand various strategies that can help maximize your returns and minimize your tax liability.
Elections and Portfolios - Are You Worried?
What does the next president have to do with your investment portfolio over the long run? Lets roll the tape back into 1926 to see!
3 Common Investing Mistakes
Mistakes happen! The goal is to not repeat them. But why do we think “this time is different” when it comes to investing? Take a quick read from my friends at Dimensional Fund Advisors on three specific mistakes that you may want to avoid.