A DAF is a financial account offered by certain organizations that allows donors to make charitable contributions that align with their tax planning, while granting funds to charities of their choice over time.
A DAF is a financial account offered by certain organizations that allows donors to make charitable contributions that align with their tax planning, while granting funds to charities of their choice over time.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.
Periods of heightened volatility during equity market selloffs have traditionally been accompanied by falling interest rates, which typically drives fixed income prices higher. This can result in a counterbalancing effect for portfolios that are experiencing losses from equities. This is the principle behind why equities and fixed income are combined to create a balanced portfolio.
With 30-year mortgage rates hovering in the 3% range and the S&P 500 Index up over 15% year-to-date (through July 15, 2021), many who have large sums of cash on hand are asking: Should I pay off my mortgage, or invest in the markets? If you find yourself asking that question, here are some things to consider.