Market Week: October 24, 2022

The Markets (as of market close October 21, 2022) Wall Street enjoyed a notable surge last week, as investors clung to hopes the Federal Reserve may consider scaling back its aggressive policy stance against rising inflation. A report last Friday indicated that some...

November 2022 Newsletter

Charitable Giving Remained Flat in 2021 Individuals, foundations, bequests, and corporations donated nearly half a trillion dollars in 2021. More Details Sectors: Overweight, Underweight, or Just Right? Understanding the sector balance of your portfolio may reveal...

Market Week: October 17, 2022

The Markets (as of market close October 14, 2022) Wall Street closed generally lower last week, with only the Dow able to garner a gain. The latest data showed inflation is stubbornly rising, which could lead to more hawkish rate hikes from the Federal Reserve. While...