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- In our blog and other content we often make mention of specific investments such as mutual funds, ETF’s and/or indexes which represent certain asset classes or sectors of the market. These references are neither to recommend nor criticize them, but as examples for the purpose of discussion. All investments carry certain risks.
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How Do You Spell Relief? ATRA! (American Taxpayer Relief Act)
Congratulations, the 2012 tax season is behind us. Time to start planning for 2013. The dramatic New Year’s Eve peek over – and retreat from – the fiscal cliff did not solve all of the country’s budgetary problems. But it … Read more…
1st Quarter 2013 Market Review
Following up on my 1st Quarter Client Note, I am providing a more robust and detailed review of the world capital market performance, graciously provided by our friends at Dimensional Fund Advisors. Attached is their Quarterly Market Review. The report includes: a … Read more…
1st Quarter Client Note
Reflecting relief from the New Year’s Eve (at least temporary) avoidance of the “fiscal cliff,” equity markets continued their strong recovery from the financial crisis of 2008. Economic activity in the US also continued to pick up, albeit at a … Read more…
4th Quarter Client Note
It is sometimes said that the stock market climbs a “wall of worry” – meaning that it overcomes uncertainty, or even bad news. By any measure, that is what happened in 2012. And there remains plenty of uncertainty for 2013. … Read more…
Putting the Community in Community Foundation
Occasionally I write articles for The Summit Foundation newsletter. This piece explores the genesis of the community foundation model and how The Summit Foundation exemplifies it in many respects. Read more…
2nd Quarter Client Note
Questions whirling around such global and fundamental issues as how the Eurozone and Greece will hammer out an agreement and the on-going uncertainty of the U.S. political scene in this presidential election year led to modest domestic declines and even greater declines in the international markets. Read more…
Summit Foundation Educational Workshop: “Saving the Family Cottage”
The Summit Foundation’s fourth annual educational workshop will be held Friday, July 13th at Beaver Run Resort & Conference Center, 9:00–11:00 am. This year, we have the honor of hosting Cottage Law attorney and author David Fry, Esq., who will present “Saving the Family Cottage.” Join us for an information-packed session where you will learn ways to preserve the family vacation home for future generations and minimize the expense and agony along the way. Read more…
Giving Back: Consider Real Estate for Charitable Giving
Occasionally, thinking outside the box is the best course in developing a charitable giving plan. Donors can use almost any kind of property to fund a charitable gift. It pays to conduct a thorough analysis of the various possibilities from tax, financial and legacy perspectives. Read more…
1st Quarter Client Note
The S&P 500 Index rose 12.59% during the quarter. This was on top of an 11.82% increase in the 4th quarter of 2011, reaching a four year high in March. After a difficult 2011, international developed markets stocks rose nearly … Read more…
2nd Quarter Client Note
This quarter’s equity market performance was characterized by significant volatility. Following an upward move in April, the market fell steadily for nearly two months. A strong rally in the last week of June left the S & P 500 with … Read more…
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