recent publications

Please enjoy our recent articles and thoughts on the markets. If you would like to receive regular updates from us via email, please submit the contact form below.

Foundational Content

Charitable Giving: Goal-Based thumbnail

November 24, 2024

Charitable Giving: Goal-Based

Planned giving can be done both while you are alive and as part of your Estate Plan. Some of the different ways to give will save taxes, while enabling you to give more.

Paige(r)'s Rules for Getting Started thumbnail

Paige(r)'s Rules for Getting Started

Starting the process of getting your financial house in order can be intimidating. The most important thing is that you take action.

Account Types thumbnail

Account Types

There is a lot of confusing jargon in the financial services industry. Knowing about the types of accounts you might have is a great starting point.

Qualified Charitable Distributions (QCDs) vs Donor Advised Funds (DAFs) thumbnail

Qualified Charitable Distributions (QCDs) vs Donor Advised Funds (DAFs)

Many of our clients give to charity. We help them do so in a tax-efficient way.

paige's ponderings

We publish a monthly newsletter, Paige's Ponderings, that is sent out directly to our clients. Recent editions can be accessed using these links:

03/05/2025 - Paige's Ponderings: Motivated March

02/04/2025 - Paige's Ponderings: Feisty February

01/06/2025 - Paige's Ponderings: Jazzy January

12/03/2024 - Paige's Ponderings: Giving Tuesday Charitable Edition

11/01/2024 - Paige's Ponderings: Keeping on the Same Pa(i)ge

10/02/2024 - Paige's Ponderings: Opportunistic October

09/05/2024 - Paige's Ponderings: Stomping into September

08/02/2024 - Paige's Ponderings: Athletic August

07/03/2024 - Paige's Ponderings: Jocund July

06/04/2024 - Paige's Ponderings: Joyous June

Quarterly Commentaries

Every quarter we analyze current market trends and consider broad financial topics. Our aim is to provide approachable content that is relevant to all of our clients.

Q2 2023 Commentary: What is ESG? Thumbnail

Q2 2023 Commentary: What is ESG?

Although we may not be in control of the inevitable swings in the market, we can invest in fundamentally sound companies that are also considering the broader impact(s) they are having. In this quarter’s commentary, we discuss the history and current relevance of ESG investing. Although the “E” (environment) has gotten most of the press in recent memory, the other components have a place in the conversation as well.

Q1 2023 Commentary: Fiscal Fundamentals Thumbnail

Q1 2023 Commentary: Fiscal Fundamentals

Though investing can be complex, there are a few basic financial principles and terms that are important to know as investors. When analysis paralysis is affecting decision-making, going back to the fundamental truths can remind investors to stay the course and put their money to work for true long-term gains.

Q4 2022 Commentary: Surprise, Surprise! Thumbnail

January 11, 2023

Q4 2022 Commentary: Surprise, Surprise!

What a year in the financial markets. Nearly all asset classes were down, and surprisingly bonds did not provide their usual ballast to the downdraft in equity markets. Interest rates increased as the Federal Reserve (the Fed) has raced to tame inflation by raising rates. Wall Street makes plenty of predictions - were they right?

Q3 2022 Commentary: The Art of Economic Medicine Thumbnail

October 4, 2022

Q3 2022 Commentary: The Art of Economic Medicine

The Federal Reserve (the Fed) is attempting to combat (cure) high inflation (the disease) by increasing interest rates. By raising interest rates, they hope to ‘cool’ off the economy as higher interest rates will cause business loans, mortgage rates, and car loans to cost more and slow demand. As it is with medicine, there is always the question of getting the dosage right.

Q2 2022 Commentary: Pay Equality: Minimum and Maximum Wages Thumbnail

Q2 2022 Commentary: Pay Equality: Minimum and Maximum Wages

The ratio of current CEO pay to worker pay has increased in the past 50 years. Currently, in the United States, the ratio for CEO pay to employee pay is 350:1, up from 21:1 in 1965. The US leads the world in this category. Companies claim that they need to keep granting ever increasingly higher compensation amounts to remain competitive. It has become an increasing upward cycle. An executive pay arms race. Yet how much is enough?

Q1 2022 Commentary: "I Do It Myselffff..." Thumbnail

Q1 2022 Commentary: "I Do It Myselffff..."

The pandemic has forced many of us to reevaluate priorities – in other words, how we spend our time and money. How are you spending your time? Has it changed at all? What are your pain points? How could you make things easier for yourself and/or your family? Can you outsource something that you don’t like to do so that you have more time to be with friends, family, or travel? After all, the goal is to have prosperous, happy, and fulfilling lives.