Donor-Advised Funds and How They Work
A Donor-Advised Fund (DAF) is a flexible giving vehicle where the donor contributes a...
Alternative Investing: What You Need to Know
What is alternative investing and why is it so misunderstood? From private equity and...
Federal Reserve Cuts Interest Rates for First Time in 2025, Eyes Two More This Year
For the first time in 2025, the Federal Open Market Committee cut the Fed funds rate ...
Q3 2025 Market Update
In our Q3 2025 market update, Stephen Tuckwood assesses recent market performance and...
Sequence of Returns Risk and Why Timing Matters
Have you thought about the potential impact of retiring during a prolonged market dow...
Monthly Market Update for May 2025
In our Monthly Market Update for May 2025, Stephen Tuckwood, CFA, reviews why stocks ...
529 Plans and Planning for Your Family’s Future
Special moments always happen in a flash—especially the times you treasure with you...
Active Versus Passive Management
In today's world, investors will often encounter competing investment strategies know...
Navigating Economic Uncertainty: Special Market Update
Welcome to another special market update, where Stephen Tuckwood, CFA, addresses the ...
Trump Pauses Several Reciprocal Tariffs for 90 Days
Markets surge after President Trump pauses several of his reciprocal tariffs for 90 d...
Assessing Market Volatility Following April 2 Tariffs
Stephen Tuckwood, CFA, shares a special market update pertaining to the recent market...
Monthly Market Update for February 2025
While bonds performed well in February following a strong January, the same could not...