With the holiday season and end of year fast approaching, now is the time to think about charitable giving.
S&P 500 is up 20.25% year-to-date and up 1.6% last week.
Now is an opportunity to donate highly appreciated stocks to your favorite charity. Speak with your accountant regarding the details of your specific situation.
When investing your money and choosing a financial advisor, it is important to understand all of the fees you may incur. Not knowing the fees can cost you thousands of dollars over the years. Depending on the type of provider you choose, fees vary greatly. Registered Investment Advisers, such as Tradition, operate as fiduciaries.