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Reflections on Q1 18

If you were a member of the popular press, you’d probably be happy with 2018’s first quarter performance. At last – some volatility-fueling news in early February, with plenty of enticing “largest,” “fastest,” and “worst” market superlatives to savor after a long, languid lull.

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10 Things To Do Right Now, While Markets Are (Not Really) Tanking

“This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as I write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have yet to weather a perfect market storm. Even if you have, you may have forgotten how panic-inducing those times can be.

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Blending Families’ Finances After Remarriage

Before combining two families to create a modern-day Brady Bunch, it’s important to think through all of the financial implications related to children and assets. Start your new family life on the right foot by tackling these difficult conversations early on.

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Charitable Giving Under New Tax Laws - Understanding the Donor-Advised Fund (DAF)

No matter how the 2017 Tax Cuts and Jobs Act (TCJA) may alter your tax planning, we’d like to believe one thing will remain the same: With or without a tax write-off, many Americans will still want to give generously to the charities of their choice. After all, financial incentives aren’t usually your main motivation for giving. We give to support the causes we cherish. We give because we’re grateful for the good fortune we’ve enjoyed. We give because it elevates us too. Good giving feels great – for donor and recipient alike.

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You & the Federal Reserve

After nearly a decade of leaving the federal funds rate at zero percent, the time finally came on December 16, 2015: The U.S. Federal Reserve (the Fed) raised the federal funds rate by 0.25 percent. Because it was the first rate increase since June 2006, it was reported as “a historic moment.” Since then, the Fed has made several modest increases. You can find the most recent rate changes reported here. But what do these rate changes mean to your financial well-being? Is there anything you should “do” to your investment portfolio when they occur? As is nearly always the case for economic events over which we have no control, we typically recommend that you remain informed – but that you act only on factors you can expect to manage within your personal investing. In that context, let’s take a moment to share some insights about the Federal Reserve funds rate.