Planned Giving Goes Further

by Tom Brown on
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an...

Why Diversifying Your Portfolio is Important

by Tom Brown on
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also ensure that it’s diversified. Why is a diversified portfolio so important? There are three key reasons why diversifying is important:

March of the Unicorns?

by Suresh Ramasamy, Investment Analyst, Envestnet PMC on
Unicorns are mythical creatures, whose sitings are supposed to be rare, but they are spotted in herds these days, especially their initial public offering (IPO) on Wall Street. If the hype from Wall Street becomes reality, 2019 could be a blockbuster year for the...

Is this the Wrong Summer for a Road Trip?

by Christine Kirk, Investment Analyst, Envestnet PMC on
As the summer months approach, it is time for the usual rise in gas prices. This seasonal trend is normal, as demand for gas increases with the warming weather. In addition, this is when the changeover to the more expensive summer-blend gasoline occurs, and most refineries cut...

March Monthly Recap

by Scott Keller, Portfolio Manager, Envestnet PMC on
Domestic equity markets continued to post positive returns for March, although at reduced rates when compared with performance for January and February. All three months combined to give domestic markets a notable opening quarter for the year. In fact, it was the...

A Summary of 2018 Tax Changes

by Tom Brown, Partner, Blue Water Capital Management on

The Trump administration’s new tax reform bill was signed into law in December of 2017, representing the first major tax change in over 30 years. The changes are significant and are likely to affect nearly everyone in some measure; some positively, while others may find themselves with a higher tax...