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Rumbles of recession can spark fear for both investors and customers alike. Not knowing which way economic winds may blow can lead to client hesitation when it comes to making strategic financial investments.

It's no secret that the major benefit of donor-advised funds (DAFs) is the ability to take an immediate tax deduction on the amount contributed.  Another benefit is that DAFs can hold funds indefinitely.

Well, it's happened. Or, is happening. Global economies have put the Covid19 pandemic in the rear view mirror (oh, except China) with a huge sigh...

Introduction The recent COVID-19 outbreak is wreaking havoc not only on markets, but also...

HOSTED by: Tackling Market Volatility and Recession-Preparing Portfolios

Worries? There are none. Concerns? Not so much. It is said that financial markets climb a "wall of worry," but if nobody is worried,...

In the past four months, investors and their portfolios have been dealt with a blow of volatility—but advisors have plenty of tools to reach out and help them.

What if everyone is wrong again this year BUT for the wrong reasons? What if interest rates don't get cut.....or raised? What if inflation doesn't perk up......but stays stubbornly high?

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by Daniel Staker. Daniel Staker is a real-life attorney who ended up...

For the week, gold is basically flat (off 1%) after hitting a new all time high, the S&P 500 is up a tiny bit and (applause please) bitcoin and ethereum exploded up.