The Market Makes a Case for Conservative Investing
Source: Wall Street Journal
Full article here.
“It’s important to keep a balanced portfolio, and it should be designed around the needs of the client, ” says Chip Addis, partner at Wayne, PA – based wealth management firm Addis & Hill.
Qualified Charitable Distributions (QCDs): Maximize Your Giving While Minimizing Taxes
September 11, 2024
Learn how Qualified Charitable Distributions (QCDs) can reduce your taxable income while supporting your favorite charities. Perfect for retirees looking to maximize their retirement savings.
