Posts by Samantha Masey
Tools to Help Realize Your Year-End Charitable Giving Goals
With the holiday season upon us, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, we typically are reminded that giving to others can be personally fulfilling in a multitude of ways. In many cases, our deepest values guide us to give back to our communities, supporting…
Read MoreGoing with the “Experts”
Written by Ryan Bouchey With so many news stories to consume on a day to day basis, the one that I’ve been fascinated with since the summer has been the story of WeWork and its founder, Adam Neumann. The rise and fall of this company in such a short period of time will be written about for…
Read MoreAlpha Beta Soup
The analytical revolution in sports is a natural byproduct of the information arms race. As teams become more aware of the importance of data, they develop new and innovative analytical techniques. Coaches and general managers then use this information to guide their strategic decisions to give their team an edge. This has led to what…
Read MoreSafety First! A Cybersecurity Awareness Month PSA
Written by Harmony Wagner I remember the day my dad brought home what my young siblings and I thought was the latest and greatest thing: a beeper. We begged him to show us how it worked and to let us call it from our landline phone. At the time, we had no idea just how…
Read MoreQ3 2019 – Quarterly Webinar Recording
Visit the link below to watch our latest webinar and hear Ryan Bouchey, Martin Shields, and David Rath discuss the current economic trends, including areas of concern, and why we think the market may still have some room to grow.
Read MoreQualified Charitable Distributions from IRAs
With another year coming to an end, year-end planning decisions are on the minds of many of our clients. During these planning discussions, I am surprised about how many people are unaware of what a qualified charitable distribution (QCD) is. Whether used to satisfy charitable goals or reduce taxes, it is a beneficial strategy to…
Read MoreLook to the Stars
We are all guilty of it, me especially. When looking for a product online, a restaurant to try, or a movie to rent, we look at a crowdsourced ranking to determine if it is worthy of our time and/or money. Quick aside: I once caught myself reading reviews for a set of dinner forks on…
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