Tip of the Month | September 2022

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Reminders for Charitable Giving Written By: Nick Ziarek, CFP®, CFA 1) You maximize the tax efficiency by donating appreciated stock compared to cash. 2) If you write checks to charity directly…

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The Worst Bond Market Ever

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The Worst Bond Market Ever Written By: Nick Ziarek, CFP®, CFA The first half of the year presented many challenges for the markets: the Russia/Ukraine conflict, inflation climbing to 40-year…

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What is Happening with Inflation?

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What is Happening with Inflation? Written By: Nick Ziarek, CFP®, CFA Inflation is everywhere you look: airfares, dining out, groceries (both in the form of price and shrinking packaging), and…

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