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Q4 2023 Market Observations

by Chris Guinther, Senior Investment Strategist Let’s begin by noting the 2023 market numbers for Q4, as of the quarter’s close of December 31st:     The equity markets finished the year off on a  positive note and we think for … Read More

Charitable Giving and Tax Planning

by JACKSON KEENAN, CFP®, DIRECTOR OF FINANCIAL PLANNING As we enter the season of charitable giving, it is important to match your desire for making a difference while also being thoughtful with your tax planning.  Many of our clients have … Read More

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