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Why a Charitable Lead Trust May Be a Smart Choice to Maximize Your Charitable Giving

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The Morning View: January 12, 2022

The Morning View: January 12, 2022

Announced this morning, the Consumer Price Index increased 0.5% in December, more than expected, and increased 7.0% on annual basis, maintaining high levels from recent months. Monthly prices for Used Cars and Trucks, up 3.5%, and Airline Fares, up 2.7%, were strong...

Quarterly Fixed Income Update

Quarterly Fixed Income Update

4th Quarter 2021 Fixed Income Review • Q4 fixed income markets experienced generally negative performance and Treasuries and most high credit quality indices were negative for the year • Inflation soared to levels not seen in twenty years due to disrupted supply...

Monthly Market Update

Monthly Market Update

January 2022 Fourth Quarter and 2021 Recap It’s been another remarkable year for the S&P 500 Index. Not only did the index of large-cap U.S. stocks return a stunning 28.7%, nearly triple its long-term historical average, but for only the second time in market...

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