Your Portfolio During Volatility and Inflation

Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline. The new year ushered in a renewed focus on inflation. The government’s most common inflation measure is the Consumer Price Index (CPI) which pushed through 7% in January and hit 7.87%…

Read More

Non-Cash Donations to Charity


Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Purpose and legacy have long been important considerations for many people as their wealth increases over time. You want to feel good by doing good, all while making sure your money goes as far as possible. There are many tax-advantaged ways to donate that are beneficial…

Read More

Donating Appreciated Stock vs. Using a Qualified Charitable Distribution

By Brian Ellenbecker CFP®, EA®, CPWA®, CIMA®, CLTC® Donating Appreciated Stock vs. Using a Qualified Charitable Distribution – which option is right for you? For charitably inclined individuals, there are an abundance of options available to donate money to charity while also maximizing the tax benefit.  Two of the most popular options are donating appreciated stock and…

Read More

Year-End Charitable Giving Reminders

Year End Charitable Giving

By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® 2020 has been a unique year in many aspects.  COVID-19 has created many problems, including delays in processing certain transactions.  As we approach year-end and you think about any final charitable donations you want to make for this tax year, it’s important to have a plan in place for making a timely donation.  Be sure that…

Read More