The Heart of Giving Part II: Effective and Efficient Giving

The Heart of Giving Part II: Effective and Efficient Giving

In our last post, we covered an important part of philanthropy: ensuring that your gifts bring joy to you and your intended recipients in equal measure. Meaningful giving is an admittedly qualitative, “Venus” measure of success. Today, we’ll visit “Mars,” where we explore some of the
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The Heart of Giving Part I: Meaningful Giving

The Heart of Giving Part I: Meaningful Giving

Earlier this year, we covered how charitable giving can be a win-win activity, bringing as much happiness to the donor as to the recipient. We believe this is true whether you’re giving gifts to loved ones or fulfilling philanthropic goals. But especially for the latter, the giving is
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Fixed Income Factors in a Rough-and-Tumble Market

Fixed Income Factors in a Rough-and-Tumble Market

In our last two blog posts, we provided some of the key building blocks that make for a solid fixed-income foundation. First, we described the stabilizing role that fixed income typically plays in your portfolio. Next, we discussed why we advise against trading in reaction to current
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Stocks or Bonds: Active Management Is Ill-Advised

Stocks or Bonds: Active Management Is Ill-Advised

In our last blog post, we shared the timeless principles we suggest for your fixed income investing. We also previously presented a Vanguard Funds report demonstrating that actively managed stock funds face punishing odds in their quest to outperform appropriate market benchmarks. But
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Fixed Income: Should I Stay or Should I Go?

Fixed Income: Should I Stay or Should I Go?

Interest rates are at historic lows and, for several years now, numerous market pundits have been forecasting an upward move. This leaves many investors fretting about what might happen when rates rise. Some contemplate whether they should be making dramatic changes to their portfolio
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Hot Off the Press: Dominic the Firefighter

Hot Off the Press: Dominic the Firefighter

My son Dominic has been a Junior Firefighter for over a year and a half now, but he moves to Volunteer Firefighter status on his 18th birthday – today! Have you ever wondered what it takes to be a fire fighter? Check out the program Dominic attended last summer to pass his Fire Fighte
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Why CFP® Certification Counts

Why CFP® Certification Counts

From “It’s a Wonderful Life” to “Wall Street,” Hollywood often lends an aura of drama to the financial industry. In reality, the daily life of a Fee-Only financial professional isn’t exactly edge-of-your-seat stuff. Our idea of “exciting” is a controversy unleashed last December, when
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