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Market Update for the Month Ending November 30, 2020

Market Update for the Month Ending November 30, 2020

Presented by Wesley Botto Vaccine news boosts markets in November November was a strong month for markets, as news about developmental vaccines for the coronavirus caused markets to surge. The S&P 500 gained 10.95 percent in November, and the Nasdaq Composite rose...
Market Update for the Month Ending November 30, 2020

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

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

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...
529 Plans: Qualified and Nonqualified Expenses

529 Plans: Qualified and Nonqualified Expenses

Presented by Wesley Botto You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. But before you begin withdrawing those funds, it’s important to understand the...