Tax-Smart Strategies for Charitable Donations

by Scott Smith, CFA It’s hard to believe, but the fourth quarter is almost upon us.  With it comes the inevitable hustle and bustle of the holiday season, and for many investors and advisors, a last minute rush to complete a variety of portfolio tasks before the end...

Some Thoughts on Recent Market Volatility

by Don Gould The following post is from an email sent to Gould Asset Management clients on August 24, 2015.  It is shared here for the benefit of our blog readers, in hopes it provides some helpful context for understanding the market’s recent volatility. As you are...