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Charitable contribution planning with a Donor Advised Fund

By Aaron Coates | October 7, 2020

A donor advised fund (DAF) is an investment account in which you make an irrevocable gift and receive a charitable…

Stocking Up

By Dan Pallesen | October 7, 2020

As I am writing this, we are still in the great toilet paper shortage of 2020. And as bizarre as…

Highlights of the SECURE Act

By Aaron Coates | October 7, 2020

The much-anticipated reform to required IRA distributions for account owners and their beneficiaries known as the SECURE Act of 2019…

Can Money Buy Happiness?

By Dan Pallesen | October 7, 2020

Before I answer, let’s talk about what we think instinctively. I would guess that most of us live our lives…

It’s Really Hard to Time the Market

By Kenny Gatliff | October 7, 2020

There is no doubt about it, 2020 has been a volatile year. In times of turbulence, we often look at…

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