Daily Archives: September 5, 2018


Donor-Advised Funds

Although we consider ourselves money managers, not experts on taxes or charitable giving, we think our clients should be aware of a potential tool for optimizing tax and gifting strategies. Donor-Advised Funds (DAFs) are charities whose purpose is to help donors give money to other charities.  They have existed for […]


September Investment Comments

U.S. economic indicators appear quite strong and supported an impressive 4.1% annualized growth rate in second quarter Gross Domestic Product.  Underlying growth would have been 5.1% excluding inventory de-stocking; ups and downs in inventories typically correct themselves the following quarter. Retail sales growth also remains solid, up 6.4% from last […]