December 2021
As we get closer to year end and well into the holiday season, continued talks of supply chain issues, potential travel woes, and overall inflation and higher gas prices are adding pressure to an already stressful time of year. There is a bright side for those staying closer to home, however. Many local businesses have reopened since the height of the pandemic, offering alternatives to the major retailers for consumers. Consumer spending is also on the rise and the unemployment rate is dropping significantly.
The U.S. stock market is still enjoying a surge, with the S&P 500 up almost 22% through November, fueled by robust economic activity.
We hope your holidays are filled with joy and laughter, and wish you the very best for a prosperous new year.
As always, we’re here to do all we can to help you achieve your most important goals.
17 Quirkiest Charities That Give Back in Creative Ways
In this viral-seeking, social-media-obsessed age, savvy people looking to do good have realized that just appealing to better angels might not be enough to catch the interest of the average person. So many successful charities have found more unusual, out-of-the-box approaches to getting others to behave altruistically. Here are 17 quirky charities that do immeasurable good—while also doing their own thing.
7 Year-End Wealth Moves
Yes, it’s that time again. Time to take stock of your savings and tax-planning opportunities. Don’t leave money on the table: Consider these seven year-end moves instead.
CAPE Fear: Should Investors be Concerned with Market Valuations?
Despite the attention market valuation measures continue to receive, we do not observe compelling evidence these indicators are useful for investors’ asset allocation decisions.
What to do When You're the Executor
You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial advisor.
Holiday Gift Guide
Whether you're shopping for a gamer, globetrotter, home cook or bookworm, we've got all the ideas you'll need this season. It’s the season of giving – let it also be the season of giving wisely.
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