Quarterly Economic Update

Alexis DuffyNewsroom

The economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows.

Coffee Talk: Investors Protect Yourself From Yourself

Alexis DuffyNewsroom, Videos, Webinars

Join our host, Mark Geraigery as he discusses Protecting yourself from yourself.

Explaining that; HUMANS ARE SMART. But sometimes our emotions take over, and we use the “gut instinct” part of our brain instead of the critical thinking part. This is especially true when it comes to investing.

June’s Monthly Economic Update

Alexis DuffyNewsroom

In this month’s recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine.

Making a Charitable Contribution

Alexis DuffyArticle

There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating appreciated securities to a tax-exempt charity may allow you to manage your taxes and benefit the charity. If you have held the stock for more than … Read More