‘Tis the Season for Giving’ – Realizing the benefits of Charitable Donations
By Mallon FitzPatrick, CFP November 30, 2022 – As we head into the holiday season and address year-end planning for 2023, now is a good time to reflect on charitable donations and how to best facilitate them. Contributing to a meaningful cause is a worthwhile endeavor, whatever your reasons are. It’s important to understand what you […]
Will There Be a Santa Claus Rally?
By John Lau November 30, 2022 – In this month’s issue, I want to examine the five catalysts that could trigger a substantial year-end “Santa Claus rally”, and lay out two possible scenarios for markets: To do this, I have identified the five catalysts that could substantially move markets over the next few months: Inflation: […]