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Trouble Being Productive in the Summer? So Does the Market

June 6, 2015 By Mike

Season Growth of $10,000
Source: Dorsey Wright & Associates

Summer is here and so our thoughts turn to other pursuits. If you’re lucky enough to have a window office, it can be hard to focus on work when on the other side of the glass is one of those perfect days that cause us to daydream about being on the golf course, by the water, or in the garden. [Read more…] about Trouble Being Productive in the Summer? So Does the Market

Filed Under: Markets Tagged With: Investing, Seasonality

Save Money When Making Gifts

May 18, 2015 By Mike

Your adult child is just starting out on their own and you want to give them $10,000. Also, your church has just started a building fund and you want to donate $10,000 to it as well. You have $10,000 in cash and 10,000 worth of stock that you paid $5,000 for years ago. Should you give the cash to your child and the stock to the church? Cash to the church and stock to your child? Does it make any difference?

From a financial standpoint, there is a right and wrong way to make a gift. Make it the right way and, aside from the cost of the gift, you could save a significant amount of money. Make it the wrong way, and well… [Read more…] about Save Money When Making Gifts

Filed Under: Philanthropic Planning, Tax Planning Tagged With: Gifting, Taxes

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