Year-End Charitable Giving

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning. Tax Deduction for Charitable Gifts If you itemize deductions on your federal income tax return, you can generally deduct your gifts to qualified charities. This may also help you potentially…

Another Red Finish

Indices landed further into the red zone on Monday. Brands including Goldman Sachs Group and Johnson & Johnson traded lower on a variety of news. Goldman Sachs shed 2.7% today after officials in Malaysia filed criminal charges against the bank and two of its former employees. Meanwhile, Johnson & Johnson dipped 2.9% following a report…

Money Talks – December 15, 2018

This week on “Money Talks,” Research Analyst Nick Antonucci, CVA, CEPA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Director of Insurance Planning, Jim Crone, CLU®, CFS®, to discuss the current market movements, new developments in Brexit, and how the market is so reactive to trade and tariff talks. As part of our year-end prep, Jim brings his insight to insurance planning and taking a closer look at your term life policies. The experts also answer listeners’ questions on business exit planning, longevity annuities, Industrial manufacturer Caterpillar and the differences between a Profit-sharing plan and a 401(k) plan.

Market Roundup: After Week’s Losses, Indices are Entering Correction Territory

The major indices closed the trading session in green territory on Monday, as stocks rebounded in late afternoon trading. Gains among Technology sector names bolstered the Dow Jones Industrial Average’s ascent. Indices traded mixed on Tuesday with the Dow and S&P 500 Index shedding some points while the NASDAQ Composite closed slightly in the green…