December 2019 Review of Markets and Economy

Macro Overview Markets have been undermined for weeks by the uncertainty of a phase-one trade deal outlined by U.S. and Chinese trade delegates. Optimism for a probable U.S.-China trade deal stemmed from the progression toward a phase-one deal that might include a rollback of certain tariffs by both the U.S. and China. Global equity markets […]

Charitable Giving Season

– With the holiday season and end of year fast approaching, now is the time to think about charitable giving. – Now is an opportunity to donate highly appreciated stocks to your favorite charity. – Another option is to make a qualified charitable donation from an IRA. – Both options may reduce your tax bill […]