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Investing

Capital Gain Distributions in a Down Year

Dougal Williams, CFA
| December 9, 2022

It’s that time of year when mutual funds are required to distribute to shareholders any profits realized from trading, net of any losses, in the…

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Jonathan Gannon
Financial Planning

Five Feel-Good Giving Strategies for 2022

Jon Gannon, CFP®
| November 21, 2022

By the time Thanksgiving rolls around, many people are eager to support the charities and nonprofits closest to their hearts. And while it may be…

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Investing

Active Investing Strikes (Out) Again

Dougal Williams, CFA
| November 21, 2022

At least active investment managers are consistent, we’ll give them that. The term “active” refers to efforts to outperform markets through security selection and market…

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Financial Planning, Money & Life

Webinar: Year-End Giving Strategies that Maximize Impact and Tax Savings

Julia Tierney, CFP®
| November 16, 2022

It’s a great time to reflect on the impact you want to make in the world, whether it be for the benefit of your community…

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Investing

Globally Diversified Investing: Down, But Not Out

Dougal Williams, CFA
| October 27, 2022

It has been a tough year to be an investor, with nearly every asset class around the world taking its lumps. With a globally diversified,…

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