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B R I D G I N G  T H E  G A P

Between industry news and personal experience

Why Not Cash? Thumbnail

Why Not Cash?

Lots of cautious investors are holding onto a bunch of cash and cash equivalents, thinking they can snag a decent yield in today’s higher interest rate scene instead of diving into more credit risk. But when does playing it safe start to feel like missing out? And how long should we wait around for things to get back to "normal"?

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Understanding Reinvestment Risk Thumbnail

Understanding Reinvestment Risk

Lately, one common question we receive from clients is, "Why not simply allocate all my funds to CDs?" We appreciate the allure of the current high-interest rates, but it's essential to recognize that reinvestment risk often remains an underappreciated investment hazard. Dive deeper into this to grasp how reinvestment risk could impact your long-term objectives.

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Donor Advised Funds: A Simple Guide to Philanthropic Giving Thumbnail

Donor Advised Funds: A Simple Guide to Philanthropic Giving

Donor Advised Funds (DAFs) have emerged as a versatile and tax-efficient method for philanthropy in today's charitable landscape, allowing donors to contribute assets and receive immediate tax deductions. These funds grant donors flexibility, privacy, and the potential for investment growth while facilitating strategic and multi-generational giving, making them a valuable tool for individuals and organizations seeking to create a lasting impact on their chosen causes.

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