In March 2023, there were approx. 27.5 million Americans with pension plans. As these individuals approach retirement, a crucial question arises: "How should I withdrawal funds?" Read on to discover factors to consider when making this decision.
Donor Advised Funds (DAFs) are a powerful gifting tool that yields significant tax advantages for philanthropic individuals. This charitable vehicle provides immediate tax deductions, flexibility, and the potential for investment growth while supporting charitable causes close to one’s heart.
Join Kris Kellinghaus, CFA, CAIA, CFP®, MCF's Director of Investments & Chief Investment Officer, as he shares an update on economic activity, Fed Policy, and an outlook on earnings and GDP in the future.
Join Dave Harris as he reflects on the first few months of 2023, the series of events and volatility of 2022 that resulted in an inflection point, and importantly, what Dave expects to come next.
Join Dave Harris as he reflects on the volatility of 2022 and a series of events that has resulted in an inflection point. Dave shares what he believes has contributed to this moment and what he expects to come next.
Last Thursday morning, the Bureau of Economic Analysis (BEA) released information on Q2 2022 Gross Domestic Product (GDP), a comprehensive measure of economic activity. Real (inflation-adjusted) GDP was negative for the second consecutive quarter. BEA data indicated that the economy contracted -0.9% in the second quarter, following a decline of -1.6% in the first quarter