PID 96


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Planner’s Tip: Reporting Qualified Charitable Distributions

By Brittany Orr, RICP® Individual Retirement Accounts (IRAs) are accounts funded with dollars that you haven’t paid taxes on – yet.  The government requires that you begin taking Required Minimum …

Long-Term Care: A long-term conversation

By McCreight King, CLU®, CFP® As the population continues to age, we frequently have conversations where we learn that folks have experienced situations where they have provided care or financial assistance …

Investment Commentary: Lessons from the Tulip Bubble to Modern Market Dynamics

By Robert F. Taylor, CFA The Tulip Bubble of the 17th century remains one of the most iconic and captivating episodes in economic history. It took place in the Netherlands, …

Market Commentary: January 2024 – Changing Drivers

Changing Drivers January 2024 By Jonathan McAdams, CFA   I have twin 15-year-olds who just passed their driving test and will soon be launched out onto the roads unsupervised – …

Market Commentary: December 2023 – Charting the Course

Charting the Course: Navigating Market Complexities and Shifting Scenarios as the New Year Unfolds December 2023 By Robert F. Taylor, CFA   As we approach the new year, we find …

Market Commentary: November 2023 – The Normal Abnormal Market

The Normal Abnormal Market November 2023 By Jonathan McAdams, CFA   After a rough 2022, the stock market is having a good year so far. Through the end of October, …

Reflections from our Bookshelf: Unreasonable Hospitality

Unreasonable Hospitality By: Will Guidara Reflection by: Bri Prosser Why I read it? Unreasonable Hospitality came highly recommended by Paul Foster as a book that I would enjoy and appreciate. ...

Market Commentary: October 2023 – Broadening Out

Broadening Out October 2023 By Robert F. Taylor CFA   After rallying through July, equity markets displayed their characteristic late summer turbulence this year as stocks turned south in August …

Reflections from our Bookshelf: The Ideal Team Player

The Ideal Team Player By: Patrick Lencioni Reflection by: Rand Baughman Why I read it? Last October I had the privilege to go to the Ohio State vs Iowa football ...

Market Commentary: September 2023 – Content Is King

Content Is King and the Polka King Who Knew It September 2023 By Ward Williams In the beginning, there was radio, and all programming was live. Then came broadcast television, …