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Keep on Giving

SAN FRANCISCO (MarketWatch) — When economic times get tough, finding dollars to donate can get tougher, but there are ways to make your charitable dollar stretch farther. Certainly, plenty of people find a way to give, no matter what the broader economic trends. While charitable giving declines during economic slowdowns, it doesn’t slow all that […]

Tough Decisions

The recent bear market has not affected all investors equally. Clients who are still working could potentially have years to buy stocks at fire-sale prices. Older retired clients have Social Security checks, pensions in some cases, bond interest and—with good planning—enough of a cash reserve to defer selling their depressed stocks.  
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