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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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Saving vs. Investing: Making the Right Choice for Your Extra Cash Thumbnail

Saving vs. Investing: Making the Right Choice for Your Extra Cash

Discovering the delicate equilibrium between short-term savings and long-term investments is pivotal for your financial journey; this blog post navigates the decision-making process, elucidating the contexts in which placing extra funds in a savings account or embarking on investment ventures is prudent, ultimately guiding you toward a harmonious strategy that harmonizes with your financial objectives and encourages both stability and growth.

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Understanding Municipal Bonds Thumbnail

Understanding Municipal Bonds

Municipal bonds, or "munis," offer tax-efficient income and stability, making them an attractive addition to investment portfolios seeking diversification and reduced tax burdens, with their predictable income stream and relatively low risk being especially beneficial during economic uncertainty.

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