Market Update for the Month Ending October 31, 2020
Presented by Wesley Botto More tricks than treats for markets in October October was a challenging month for markets. The strong start to the month was offset by rising COVID-19 case counts, which led to a sell-off at month-end. The S&P 500 lost 2.66 percent in...
Charitable Gifting Strategies for the Season of Giving
Presented by Wesley BottoFor many, the holidays are a time for giving back—whether by donating to a favorite charity or helping out a family member. Before you make a donation or gift, however, it’s important to choose the right strategy, paying close attention to...
Market Update for the Quarter Ending September 30, 2020
Presented by Wesley Botto A positive quarter for markets, despite choppy September Markets dropped early in September before partially recovering throughout the rest of the month. The S&P 500 fell by 3.80 percent during the month, while the Dow Jones Industrial...