As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets,

Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over whether one has begun or predicting when one will

The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income

If you’re a parent, the start of a new school year may have you considering how much you’re able to set aside for your child’s

Bonds play an important role in a diverse investment portfolio. As fixed-income securities, they can provide a stable return until they mature. As with any

Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing in the present isn’t that

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics – money and death. But

Sometimes stock prices drop across the entire market at once triggered by a range of things, such as a natural disaster, political turmoil, concerns over

A concentrated position in a single stock can happen to investors for many reasons. They may receive company stock as part of their employee compensation