Planning to Maximize Year-End Charitable Gifts

Tax reform, if passed, will provide a limited window in which to take advantage of the old rules and maximize deductions. In light of the proposed reform, we want to highlight a few key strategies to consider as we approach year-end.

How ProActive is Your Investment Portfolio?

2018 was a year punctuated by two stock market corrections and volatility the likes of which has not been seen in years. It’s easy to forget that this type of volatility is not uncommon. We utilize a ProActive portfolio as part of an overall investment strategy.