Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: November was a back-and-forth month for global financial assets. While sentiment began the month relatively strong, on the heels of supportive domestic economic data and a US mid-term election that met expectations, concerns about future profit growth were building. Trade tensions between the US and China persisted, Brexit negotiations generated further animosity, and Italy continued its budget challenges with the EU. The Federal Open Market Committee (FOMC) met…

The Importance of Giving Charitable organizations are how so many of us can come together to affect change. When we do, it tends to make the world feel a bit smaller and tightens the bonds among us. Similarly, when families engage in giving together, it can have a lasting impact and build a stronger sense of belonging. Creating a Family Plan for Giving Many families find giving is a way of uniting members across generations. They’ve found that sharing decisions about how much to donate and to whom fosters better relationships and communication among family members. It can also help…

Established in 2012, #GivingTuesday refers to the Tuesday after Thanksgiving. It is a movement to help create charitable giving at the beginning of the holiday season. Charitable organizations of all sizes are contacting potential donors by phone, email and mail at an even higher level. By doing a little research, we can avoid potential scams as well as ensure our money is given to charities we trust throughout the holiday season. Suggestions: The safest and most efficient way to donate is to avoid incoming solicitations and donate directly to the charity you choose. Websites to research and investigate charities are:…

A Starting Point for Planning Your Legacy Accumulating wealth is a well-deserved reward for many years of hard work. Being able to share it in a way that builds new wealth and also leads to a sense of meaning and purpose for the generations that follow, however, is a real legacy. Before you can create a plan for your legacy, it helps to know exactly what your intentions are. Here are some starting questions to consider as you look at what you would like your wealth to accomplish. What do you want your wealth to achieve for your future generations?…

Monthly Market Update for October Please find the next blog in our monthly series that provides timely market data as well as perspectives on the current state of the economy and the global financial markets. Global Economy: October was a dismal month across the globe, with trade tensions between the US and China escalating, Brexit negotiations alternately starting and stopping, Italy’s budget causing issues with the EU, and Germany’s chancellor announcing she will not run again. US mid-term elections were also on the minds of investors. The Federal Open Market Committee (FOMC) did not meet in October, but an off-the-cuff…