It’s an election year. What does that mean for your investments? Find out what history tells us about market and portfolio performance and what you should do.
Make an impact this holiday season and beyond! Explore nine creative ways to give to charities, from donor-advised funds and QCDs to gifting your time and talents.
In this video we talk about a financial planning concept or tax planning tool called qualified charitable distributions. You may hear of it referred to as QCD for short.