Giving Strategy for Charity Gala Season

Fewer than 15% of taxpayers itemize deductions since 2018 tax reform. Timing the donations you already plan to make can maximize tax deductions. Your charities can still receive stable monthly income via a Donor Advised Fund. This week marks the first official week of summer and, at least for my family, this change of season […]

Inflation Concerns: Are Higher Prices Here to Stay?

Higher prices are here – I learned this last month when booking a rental car for our summer vacation, a 6-day rental for which I had typically budgeted $400-$500 was now going to cost over $1,000.  Although an unpleasant surprise, the reasoning is quite simple, the travel demand has skyrocketed, in conjunction with a major […]

How Will A Bear Market Affect Your Plan?

In this week’s edition of the Ballast Atheneum, I am going to explore a subject no one wants to see but we all must prepare for; Will my portfolio survive a bear market?  Fortunately, we can use some of our technology tools, specifically, Monte Carlo analysis to determine how prepared a client is for a […]