Tax Tips for Charitable Donations
Charitable giving is a great way to support the causes you care about while also getting a tax break. In 2020, Congress passed the Coronavirus
January 4, 2021
Resources
4 Smart Money Moves for 2021
With the new year in full swing, it’s a great time to take stock of your personal finances. From building a budget and saving for
January 4, 2021
December Market Update
We hope you are doing well. Here is a recap of market performance for the month of December, and 2020 year-to-date. Stocks had another positive month in December. US small cap outperformed large cap and international stocks, which were also positive. Bonds were relatively unchanged. As you can see from the table above, all four of the major benchmarks we track had solid returns for 2020, despite high levels of volatility at the beginning of the year.
January 4, 2021
