Celebrating Women in Investing

Up until very recently, women were not able to invest on their own.  In fact, most financial and property matters required the signature of a husband or male relative well into the 20th century. Despite these obstacles, women have long had a keen interest in growing and securing assets for themselves, their communities and their … Continued

An End to a Miserable 2022 Brings Risks and Opportunities for Investors

Markets continued their rally from recent lows through October and November but have struggled as we end the year so far through December. Many of the key drivers remain the same, with decades-high inflation forcing the Federal Reserve and central banks around the world to raise interest rates and tighten monetary conditions at a historic … Continued

Tips to Make Year End Giving Simple

This time of year is often called the Season of Giving, and not just because of the lovingly wrapped presents we give to family and friends at Christmas. In fact, 37% of all charitable giving occurs in the fourth quarter, with December accounting for over 20% of total donations for the year. Economic and demographic … Continued